Scale your accounts, not your headcount.

Scale your accounts, not your headcount.

Secure AI-Powered Products for Insurance Brokerages.

Secure AI-Powered Products for Insurance Brokerages.

Proposal Generation

Policy Comparison

Policy Checking

Proposal Generation

Policy Comparison

Policy Checking

Proposal Generation

Policy Comparison

Policy Checking

Account View

Policy Checking

Policy Comparison

Proposal Generation

Trusted by Leading Insurance Brokerages & Agencies

2x your account coverage,

half your workload

2x your account coverage,

half your workload

8+ hours saved weekly for each AM to focus on growing their book of business

8+ hours saved weekly for each AM to focus on growing their book of business

5x higher compliance in proposals and checks across your entire brokerage

5x higher compliance in proposals and checks across your entire brokerage

2x higher employee retention with drastic reduction in tedious work

2x higher employee retention with drastic reduction in tedious work

Enterprise-grade security built into the product DNA

Enterprise-grade security built into the product DNA

We reviewed several Al solutions, and Fulcrum clearly stood out as the best. Fulcrum saves our AMs 6-8+ hours a week, allowing them to handle 10-20% bigger books of business without adding headcount.

We reviewed several Al solutions, and Fulcrum clearly stood out as the best. Fulcrum saves our AMs 6-8+ hours a week, allowing them to handle 10-20% bigger books of business without adding headcount.

Leticia Trevino

Leticia Trevino

Chief Operating Officer

Chief Operating Officer

Proposal Generation

Proposal Generation

Carrier Quotes to Branded Proposal in minutes

Carrier Quotes to Branded Proposal in minutes

Unmatched level of completeness, even for complex large commercial proposals

Unmatched level of completeness, even for complex large commercial proposals

Bring your own template or have our professional designer craft one for you

Bring your own template or have our professional designer craft one for you

Seamless integration with your AMS, right out of the box

Seamless integration with your AMS, right out of the box

Policy Check

Policy Check

Expert-level Precision Across Every Coverage Document, Every Time.

Expert-level Precision Across Every Coverage Document, Every Time.

Deep granular checks across 1000+ data points that would’ve taken 3+ hours

Deep granular checks across 1000+ data points that would’ve taken 3+ hours

Effortless verification in <5 minutes with intuitive dashboard

Effortless verification in <5 minutes with intuitive dashboard

Seamless integration with your AMS, right out of the box

Seamless integration with your AMS, right out of the box

Coverage comparison

Coverage comparison

Senior Producer Quality for All Comparisons

Senior Producer Quality for All Comparisons

Detect easy-to-miss subtle verbiage changes even in 300+ page enterprise policies

Detect easy-to-miss subtle verbiage changes even in 300+ page enterprise policies

Side-by-side analysis for YoY policy changes or several carrier quote options

Side-by-side analysis for YoY policy changes or several carrier quote options

Clear, client-ready summaries of policy or quote differences

Clear, client-ready summaries of policy or quote differences

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.

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

David Foster

Principal

Principal

Fulcrum is designed to seamlessly fit in with your AMS and the way you work today

Fulcrum is designed to seamlessly fit in with your AMS and the way you work today

Fulcrum’s product is reliable and the team is phenomenal. They're slashing our servicing costs and saving AMs multiple hours, making entire departments more profitable.

Fulcrum’s product is reliable and the team is phenomenal. They're slashing our servicing costs and saving AMs multiple hours, making entire departments more profitable.

Jake Lansburgh

Jake Lansburgh

VP of Operations

VP of Operations

Get started with Fulcrum.

Get started with Fulcrum.

© 2024 Fulcrum Inc.

564 Market Street, Suite 250, San Francisco CA 94111

+1 (415) 996-1691

© 2024 Fulcrum Inc.

564 Market Street, Suite 250, San Francisco CA 94111

+1 (415) 996-1691

© 2024 Fulcrum Inc.

564 Market Street, Suite 250, San Francisco CA 94111

+1 (415) 996-1691

© 2024 Fulcrum Inc.

564 Market Street, Suite 250

San Francisco CA 94111

+1 (415) 996-1691