Create polished, client-ready proposals in minutes. Fulcrum automates data gathering and formatting while tailoring recommendations to your client’s needs, so every proposal looks white-glove without the hours of manual effort.
Simplify marketing results with side-by-side quote comparisons. Fulcrum standardizes formats, highlights key differences, and delivers outputs you can use directly with clients—saving hours of manual work.
Spot missing coverages instantly. Fulcrum reviews policies against client requirements and industry benchmarks, surfacing gaps and recommendations so you can proactively protect your accounts.
Drop in applications, policies, or supplemental forms and Fulcrum structures the data instantly, kicking off the right workflows without manual entry.
Review client contracts for insurance requirements and flag compliance issues.
Generate clear, client-friendly coverage summaries that explain policies in plain language.
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