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.

Certificate Generation

Generate, review, and resolve flagged certificates in under five minutes with Fulcrum’s Certificate Studio.

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.

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

Join the conversation

“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

“Fulcrum continues to impress with its powerful capabilities and intuitive features. It truly feels like working with a real assistant, I can talk naturally and get the support I need. The chat makes checking in our quotes so easy and quick, it’s become one of my favorite tools in our workflow.”

Kara Ballard

Director of Operations at Pathfinder

“Fulcrum continues to impress with its powerful capabilities and intuitive features. It truly feels like working with a real assistant, I can talk naturally and get the support I need. The chat makes checking in our quotes so easy and quick, it’s become one of my favorite tools in our workflow.”

Kara Ballard

Director of Operations at Pathfinder

“Fulcrum continues to impress with its powerful capabilities and intuitive features. It truly feels like working with a real assistant, I can talk naturally and get the support I need. The chat makes checking in our quotes so easy and quick, it’s become one of my favorite tools in our workflow.”

Kara Ballard

Director of Operations at Pathfinder

“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

Get started with Fulcrum.

Get started with Fulcrum.

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