Build the brokerage of the future
Build the brokerage of the future
Build the brokerage of the future
One AI platform for the entire account lifecycle, from prospecting to renewal, built into the systems your team already uses.
One AI platform for the entire account lifecycle, from prospecting to renewal, built into the systems your team already uses.
Trusted by insurance brokerages big & small
Trusted by insurance brokerages big & small
By the numbers
By the numbers
Automate manual work and free up your time with Fulcrum’s intelligent, integrated platform
Automate manual work and free up your time with Fulcrum’s intelligent, integrated platform
Automate manual work and free up your time with Fulcrum’s intelligent, integrated platform
5x
5x
5x
Manage 5x your capacity
Manage 5x your capacity
5x
5x
5x
5x higher compliance in proposals and policy checks
5x higher compliance in proposals and policy checks
15+
15+
15+
We give you 15+ hours back in your week
We give you 15+ hours back in your week
Three problems. One platform.
Three problems. One platform.
Three problems. One platform.
Every brokerage is fighting the same three battles. Fulcrum moves the needle on all of them at once.
Compress the cost of servicing
Compress the cost of servicing
Fulcrum automates certificate tracking, policy checking, and routine client requests — cutting servicing costs while improving accuracy and response times.
Fulcrum automates certificate tracking, policy checking, and routine client requests — cutting servicing costs while improving accuracy and response times.
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Win faster, renew more
Win faster, renew more
From prospect research to renewal prep, Fulcrum surfaces the right data at the right time so your producers close faster and retain more.
From prospect research to renewal prep, Fulcrum surfaces the right data at the right time so your producers close faster and retain more.
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Turn AMs into advisors
Turn AMs into advisors
Free account managers from data entry and busywork. Fulcrum handles the operational load so AMs can focus on deepening client relationships and growing accounts.
Free account managers from data entry and busywork. Fulcrum handles the operational load so AMs can focus on deepening client relationships and growing accounts.
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→
Infinite workflows for all teams
Infinite workflows for all teams
Infinite workflows for all teams
Take your SOP and create custom workflows for commercial & personal lines and employee benefits.
Take your SOP and create custom workflows for commercial & personal lines and employee benefits.
“We had an eight-hour proposal process with three or four people touching it, and by the end it looked like a ransom note. Fulcrum handles the proposal start to finish. Teams get those hours back, and clients get something clean and consistent every time.”
“We had an eight-hour proposal process with three or four people touching it, and by the end it looked like a ransom note. Fulcrum handles the proposal start to finish. Teams get those hours back, and clients get something clean and consistent every time.”
“For the first time in a long time, our account managers have some breathing room. They’re less stressed, more efficient, getting more done in less time, and that’s something I really like to see. I don’t like seeing account managers in the office around 6 or 7 o’clock, and more and more of those people are leaving closer to 5, and that makes us all pretty happy.”
“For the first time in a long time, our account managers have some breathing room. They’re less stressed, more efficient, getting more done in less time, and that’s something I really like to see. I don’t like seeing account managers in the office around 6 or 7 o’clock, and more and more of those people are leaving closer to 5, and that makes us all pretty happy.”
Seamless workflows
Fits with the way you work today
Fits with the way you work today
Fits with the way you work today
Integrated with your systems
Works with the systems you trust, like Outlook and your AMS. Fulcrum brings the full context to every account and keeps everything current.
Automated Outputs
No more manual data entry. Our AI assistant processes messy insurance inputs, triggers the right workflows, and produces polished outputs in minutes.
Safe, Secure AI
Enterprise-grade security, fully SOC-2 compliant. Your data stays yours and is never used to train models.
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What brokers are saying behind the scenes
What brokers are saying behind the scenes
What brokers are saying behind the scenes
“We've moved an entire division of account managers onto Fulcrum for certificates. What used to take five to eight minutes per cert now takes one to two, across the whole division.”
“We've moved an entire division of account managers onto Fulcrum for certificates. What used to take five to eight minutes per cert now takes one to two, across the whole division.”
“We've moved an entire division of account managers onto Fulcrum for certificates. What used to take five to eight minutes per cert now takes one to two, across the whole division.”
Kelly Planeta
COO, Heffernan
“New-client proposals that used to eat a full business day, overtime included, now take about an hour. Because of Fulcrum, we're now able to provide better service to our high-volume clients.”
“New-client proposals that used to eat a full business day, overtime included, now take about an hour. Because of Fulcrum, we're now able to provide better service to our high-volume clients.”
“New-client proposals that used to eat a full business day, overtime included, now take about an hour. Because of Fulcrum, we're now able to provide better service to our high-volume clients.”
Amber Seitz
Manager, Digital Products, M3 Insurance
“Once we saw what Fulcrum could do, we began rolling out licenses across the enterprise. Sometimes rolling out up to 70 licenses in a single week.”
“Once we saw what Fulcrum could do, we began rolling out licenses across the enterprise. Sometimes rolling out up to 70 licenses in a single week.”
“Once we saw what Fulcrum could do, we began rolling out licenses across the enterprise. Sometimes rolling out up to 70 licenses in a single week.”
Daniel Greene
Regional Vice President of P&C Operations (Midwest), Foundation Risk Partners
Seamless workflows
Fulcrum fits with the way you work today
Fulcrum fits with the way you work today
