Scale your accounts,
not your headcount.

Scale your accounts,
not your headcount.

Scale your accounts,
not your headcount.

Seamlessly integrated workflows that boost capacity, speed, and client experience.

Seamlessly integrated workflows that boost capacity, speed, and client experience.


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features

Your all-in-one copilot

Fulcrum is your AI partner for the entire client lifecyclecovering sales, servicing, and everything in between.

Fulcrum is your AI partner for the entire client

lifecyclecovering sales, servicing,

and everything in between.

Fulcrum is your AI partner for the entire client lifecyclecovering sales, servicing,

and everything in between.

Integrated with Your Systems

Integrated with Your Systems

Works with the systems you trust, like Outlook and your AMS. Fulcrum brings the full context to every account and keeps everything current.

Automated Outputs

Automated Outputs

No more manual data entry. Our AI assistant processes messy insurance inputs, triggers the right workflows, and produces polished outputs in minutes.

Safe, Secure AI

Safe, Secure AI

Enterprise-grade security, fully SOC-2 compliant. Your data stays yours and is never used to train models.

trusted by

Insurance brokerages big & small

Insurance brokerages big & small

by the numbers

More time for clients,
less time on keystrokes.

More time for clients,
less time on keystrokes.

learn more

15 min

Average policy check turnaround time

Average policy check turnaround time

15 min

Average policy check turnaround time

5x

Higher compliance in proposals and policy checks

Higher compliance in proposals and policy checks

5x

Higher compliance in proposals and policy checks

8+

8+

Hours saved for every proposal

Hours saved for every proposal

8+

Hours saved for every proposal

Our clients say

”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.”

view case study

Leticia Trevino

Chief Operating Officer

at Heffernan Group

Our clients say

”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.”

view case study

Leticia Trevino

Chief Operating Officerat Heffernan Group

Our clients say

”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.”

view case study

Leticia Trevino

Chief Operating Officerat Heffernan Group

Our clients say

”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.”

view case study

Leticia Trevino

Chief Operating Officerat Heffernan Group

Our clients say

”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

Chief Operating Officer

at Heffernan Group

Our clients say

”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.”

Leticia Trevino

Chief Operating Officerat Heffernan Group

Our clients say

”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.”

Leticia Trevino

Chief Operating Officerat Heffernan Group

Our clients say

”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.”

Leticia Trevino

Chief Operating Officerat Heffernan Group

Our clients say

”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.”

view case study

Leticia Trevino

Chief Operating Officer

at Heffernan Group

Our clients say

”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.”

view case study

Leticia Trevino

Chief Operating Officerat Heffernan Group

Our clients say

”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.”

view case study

Leticia Trevino

Chief Operating Officerat Heffernan Group

Our clients say

”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.”

view case study

Leticia Trevino

Chief Operating Officerat Heffernan Group

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

seamless workflows

Fulcrum fits with the way you work today

Fulcrum fits with the way you work today

book a demo

564 Market Street, Suite 250, San Francisco CA 94111

564 Market Street, Suite 250, San Francisco CA 94111

© 2025 Fulcrum Inc.

© 2025 Fulcrum Inc.