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.
BOOK A DEMO
features
Your all-in-one copilot
Fulcrum is your AI partner for the entire client lifecycle—covering sales, servicing, and everything in between.
Fulcrum is your AI partner for the entire client
lifecycle—covering sales, servicing,
and everything in between.
Fulcrum is your AI partner for the entire client lifecycle—covering 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
“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.”
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.
