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're seeing a blended 5:1 ROI against our Fulcrum license across the team, with our top users closer to 15:1.”
Mike Manis
Lockton, West region leader
“We're seeing a blended 5:1 ROI against our Fulcrum license across the team, with our top users closer to 15:1.”
Mike Manis
Lockton, West region leader
“We're seeing a blended 5:1 ROI against our Fulcrum license across the team, with our top users closer to 15:1.”
Mike Manis
Lockton, West region leader
“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.”
Leticia Trevino
CEO, Mavrix (Heffernan family)
“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.”
Leticia Trevino
CEO, Mavrix (Heffernan family)
“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.”
Leticia Trevino
CEO, Mavrix (Heffernan family)
“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
“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
“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