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
