SERVICES WORKFLOWS
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
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.
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 of Insurance
Certificate of Insurance
Automate COI review and processing, cutting turnaround times and reducing errors.
Join the conversation
Join the conversation
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
SOCIAL
564 Market Street, Suite 250, San Francisco CA 94111
564 Market Street, Suite 250, San Francisco CA 94111
© 2025 Fulcrum Inc.
© 2025 Fulcrum Inc.
