Fulcrum is a comprehensive AI-powered solution designed specifically for Account Managers (AMs) in the insurance brokerage industry. Our suite of intelligent tools helps AMs handle larger books of business more efficiently, enabling firms to scale their accounts without increasing headcount.

Who It's For

- Insurance brokerages and agencies looking to optimize their operations

- Account Managers seeking to reduce time spent on manual, repetitive tasks

- Growing insurance firms that want to scale efficiently without adding headcount

Key Features

Proposal Generation

- Industry-leading completeness for complex commercial coverage

- Flexible template options: use your own or work with our professional designers

- Direct integration with your existing AMS platform

Policy Comparison

- Advanced detection of subtle verbiage changes across 300+ page enterprise policies

- Side-by-side analysis capabilities for Year-over-Year changes

- Compare multiple carrier quote options efficiently

- Generate clear, client-ready summaries of coverage differences

Policy Checking

- Comprehensive verification across 1000+ data points

- Complete policy checks in under 5 minutes

- User-friendly dashboard for intuitive verification

- Seamless AMS integration

Key Benefits

- Save 8+ hours weekly per Account Manager

- Achieve 5x higher compliance in proposals and checks

- Double your account coverage while reducing workload

- Increase employee retention by eliminating tedious work

- Out-of-the-box integration with Applied Epic

Performance Impact

- Handle 10-20% larger books of business without adding staff

- Complete all results within 3 minutes

- Reduce policy checking time from 3+ hours to just minutes

- Maintain high compliance standards across your entire brokerage

Trusted by leading insurance brokerages including Heffernan Insurance Brokers, Newfront, POMS, Three Arbor Insurance, and StartSure, Fulcrum is transforming how insurance professionals manage their workload while maintaining exceptional service quality.

Ready to scale your accounts? Contact us at hello@withfulcrum.com to book a demo.

Enterprise customer's can reach us at hello@withfulcrum.com

Fulcrum

by Fulcrum Tech