Sales workflows
Win renewals before
the meeting even starts.
Win renewals before
the meeting even starts.
Win renewals before
the meeting even starts.
Generate polished proposals, spot coverage gaps, and compare quotes side-by-side—without hours of manual work.
Proposal generation
Proposal generation
Proposal generation
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.
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.
Quote & policy comparisons
Quote & policy comparisons
Quote & policy comparisons
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.
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.
Coverage gap analysis
Coverage gap analysis
Coverage gap analysis
Spot missing coverages instantly. Fulcrum reviews policies against client requirements and industry benchmarks, surfacing gaps and recommendations so you can proactively protect your accounts.
Spot missing coverages instantly. Fulcrum reviews policies against client requirements and industry benchmarks, surfacing gaps and recommendations so you can proactively protect your accounts.
Additional workflows that save hours
Additional workflows that save hours
Additional workflows that save hours
Submission intake
Submission intake
Drop in applications, policies, or supplemental forms and Fulcrum structures the data instantly, kicking off the right workflows without manual entry.
Contract analysis
Contract analysis
Review client contracts for insurance requirements and flag compliance issues.
Insurance summaries
Insurance summaries
Generate clear, client-friendly coverage summaries that explain policies in plain language.
Join the conversation
What brokers are saying behind the scenes
What brokers are saying behind the scenes
What brokers are saying behind the scenes
“We went from waiting days for mediocre outsourced work to standout proposals in minutes. Fulcrum helps our 20 person agency showcase a premium white-glove client experience, while saving us a full person’s worth work.”
David Foster
Principal at Three Arbor
“We went from waiting days for mediocre outsourced work to standout proposals in minutes. Fulcrum helps our 20 person agency showcase a premium white-glove client experience, while saving us a full person’s worth work.”
David Foster
Principal at Three Arbor
“We went from waiting days for mediocre outsourced work to standout proposals in minutes. Fulcrum helps our 20 person agency showcase a premium white-glove client experience, while saving us a full person’s worth work.”
David Foster
Principal at Three Arbor
“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. From an E&O lens, we’ve caught so many things that we wouldn’t have otherwise.”
Kelly Planeta
Operations Manager at Heffernan
“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. From an E&O lens, we’ve caught so many things that we wouldn’t have otherwise.”
Kelly Planeta
Operations Manager at Heffernan
“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. From an E&O lens, we’ve caught so many things that we wouldn’t have otherwise.”
Kelly Planeta
Operations Manager at Heffernan
“Lots of insurtechs try to automate proposals or policy checks, but few get the complex edge cases right. Fulcrum stood out with their willingness to adapt based on feedback and their deep understanding of insurance processes. That’s what builds adoption and trust.”
Amber Seitz
Lead Solutions Advisor at M3
“Lots of insurtechs try to automate proposals or policy checks, but few get the complex edge cases right. Fulcrum stood out with their willingness to adapt based on feedback and their deep understanding of insurance processes. That’s what builds adoption and trust.”
Amber Seitz
Lead Solutions Advisor at M3
“Lots of insurtechs try to automate proposals or policy checks, but few get the complex edge cases right. Fulcrum stood out with their willingness to adapt based on feedback and their deep understanding of insurance processes. That’s what builds adoption and trust.”
Amber Seitz
Lead Solutions Advisor at M3