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
“When we take manual tasks that used to take 10, 15, or 20 minutes — sometimes an hour or two — and reduce that to under 3 or 4, we're giving our team more time to actually service clients and be a consultant, not just process paperwork. If we can turn around certificates of insurance quickly, our clients aren't stuck waiting on us. That's a massive impact, for our service team and for how clients experience us.”
Daniel Greene
Regional Vice President of P&C Operations (Midwest), Foundation Risk Partners
“When we take manual tasks that used to take 10, 15, or 20 minutes — sometimes an hour or two — and reduce that to under 3 or 4, we're giving our team more time to actually service clients and be a consultant, not just process paperwork. If we can turn around certificates of insurance quickly, our clients aren't stuck waiting on us. That's a massive impact, for our service team and for how clients experience us.”
Daniel Greene
Regional Vice President of P&C Operations (Midwest), Foundation Risk Partners
“When we take manual tasks that used to take 10, 15, or 20 minutes — sometimes an hour or two — and reduce that to under 3 or 4, we're giving our team more time to actually service clients and be a consultant, not just process paperwork. If we can turn around certificates of insurance quickly, our clients aren't stuck waiting on us. That's a massive impact, for our service team and for how clients experience us.”
Daniel Greene
Regional Vice President of P&C Operations (Midwest), Foundation Risk Partners
“We've moved an entire division of account managers onto Fulcrum for certificates. What used to take five to eight minutes per cert now takes one to two, across the whole division.”
Kelly Planeta
COO, Heffernan
“We've moved an entire division of account managers onto Fulcrum for certificates. What used to take five to eight minutes per cert now takes one to two, across the whole division.”
Kelly Planeta
COO, Heffernan
“We've moved an entire division of account managers onto Fulcrum for certificates. What used to take five to eight minutes per cert now takes one to two, across the whole division.”
Kelly Planeta
COO, Heffernan
“Policy checking and coverage comparisons went from a two-week outsourced process to something automatic and immediate. That's the kind of shift we needed.”
Katie Tragakis
Senior Account Manager, Lockton Companies - The West
“Policy checking and coverage comparisons went from a two-week outsourced process to something automatic and immediate. That's the kind of shift we needed.”
Katie Tragakis
Senior Account Manager, Lockton Companies - The West
“Policy checking and coverage comparisons went from a two-week outsourced process to something automatic and immediate. That's the kind of shift we needed.”
Katie Tragakis
Senior Account Manager, Lockton Companies - The West