Servicing workflows
Your policies,
perfectly maintained.
Your policies,
perfectly maintained.
Your policies,
perfectly maintained.
Detect discrepancies, process endorsements, summarize loss runs, and issue COIs in minutes — with every step traceable to the source.
Policy checking
Policy checking
Policy checking
Quickly compare policies against requirements, submissions, and existing coverage. Fulcrum flags discrepancies and missing terms automatically, helping your team stay compliant and avoid costly oversights.
Quickly compare policies against requirements, submissions, and existing coverage. Fulcrum flags discrepancies and missing terms automatically, helping your team stay compliant and avoid costly oversights.
Certificate Generation
Certificate Generation
Certificate Generation
Generate, review, and resolve flagged certificates in under five minutes with Fulcrum’s Certificate Studio.
Generate, review, and resolve flagged certificates in under five minutes with Fulcrum’s Certificate Studio.
Loss runs
Loss runs
Loss runs
Upload loss runs from any carrier and Fulcrum standardizes, cleans, and summarizes them. Turn messy documents into usable insights for underwriting, renewals, and client discussions—without manual re-keying.
Upload loss runs from any carrier and Fulcrum standardizes, cleans, and summarizes them. Turn messy documents into usable insights for underwriting, renewals, and client discussions—without manual re-keying.
Additional workflows that save hours
Additional workflows that save hours
Additional workflows that save hours
SOV Comparison
SOV Comparison
Compare statements of values across versions to spot changes and inconsistencies.
Endorsement Processing
Endorsement Processing
Send, track, and apply endorsements so accounts stay accurate and up to date.
Certificate Management
Certificate Management
Unify policy and certificate holder data into a single source of truth to intelligently manage and automate certificate issuance.
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