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
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
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
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
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 reviewed several AI solutions, and Fulcrum clearly stood out as the best. Fulcrum saves our AMs 6–8+ hours a week, allowing them to handle 10–20% bigger books of business without adding headcount.”
“We reviewed several AI solutions, and Fulcrum clearly stood out as the best. Fulcrum saves our AMs 6–8+ hours a week, allowing them to handle 10–20% bigger books of business without adding headcount.”
“We needed AI technology that could enhance our team’s expertise. Fulcrum minimizes repetitive work, so our team can spend more time serving clients and providing trusted advice.”
“We needed AI technology that could enhance our team’s expertise. Fulcrum minimizes repetitive work, so our team can spend more time serving clients and providing trusted advice.”
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
“Fulcrum’s AI means everything runs end-to-end. We brought policy checking back in-house without adding pressure to our Account Managers — and the quality is better.”
“Fulcrum’s AI means everything runs end-to-end. We brought policy checking back in-house without adding pressure to our Account Managers — and the quality is better.”
“Fulcrum’s AI means everything runs end-to-end. We brought policy checking back in-house without adding pressure to our Account Managers — and the quality is better.”
Kelly Planeta
Operations Manager, Heffernan
“Lots of insurtechs try to automate proposals or policy checks, but few get the complex edge cases right. Fulcrum stood out with their deep understanding of insurance processes.”
“Lots of insurtechs try to automate proposals or policy checks, but few get the complex edge cases right. Fulcrum stood out with their deep understanding of insurance processes.”
“Lots of insurtechs try to automate proposals or policy checks, but few get the complex edge cases right. Fulcrum stood out with their deep understanding of insurance processes.”
Amber Seitz
Lead Solutions Advisor, M3
“Fulcrum AI means everything you used to do by hand, the AI does it instantly.”
“Fulcrum AI means everything you used to do by hand, the AI does it instantly.”
“Fulcrum AI means everything you used to do by hand, the AI does it instantly.”
David Foster
Principal, Three Arbor
Seamless workflows
Fulcrum fits with the way you work today
Fulcrum fits with the way you work today
