Nov 6, 2025

How M3 Delegated Sales & Servicing Workflows to AI through Fulcrum

How M3 Delegated Sales & Servicing Workflows to AI through Fulcrum

How M3 Delegated Sales & Servicing Workflows to AI through Fulcrum

M3 Insurance is one of the largest independent agencies in the Midwest and a top 50 brokerage nationally—known for its deep industry expertise and commitment to innovation.

M3 Insurance is one of the largest independent agencies in the Midwest and a top 50 brokerage nationally—known for its deep industry expertise and commitment to innovation.

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3 minutes

3 minutes

3 minutes

3 Minutes

Sep 12, 2025

How Heffernan Transformed Policy Checking with Fulcrum’s AI agents

When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking. The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.

3 Minutes

Sep 12, 2025

How Heffernan Transformed Policy Checking with Fulcrum’s AI agents

When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking. The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.

3 Minutes

Sep 12, 2025

How Heffernan Transformed Policy Checking with Fulcrum’s AI agents

When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking. The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.

3 Minutes

Sep 12, 2025

Scaling Insurance Brokerages with AI-Driven Efficiency

When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking. The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.

3 Minutes

Sep 12, 2025

Scaling Insurance Brokerages with AI-Driven Efficiency

When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking. The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.

3 Minutes

Sep 12, 2025

Scaling Insurance Brokerages with AI-Driven Efficiency

When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking. The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.

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