Announcing our Series A, to build the next generation of insurance brokerages →
Announcing our Series A, to build the next generation of insurance brokerages →
Scale your accounts,
not your headcount.
Scale your accounts,
not your headcount.
Seamlessly integrated workflows that boost capacity, speed, and client experience.
BOOK A DEMO
BOOK A DEMO
trusted by
Insurance brokerages big & small
Insurance brokerages big & small
By the numbers
Automate manual work and free up your time with Fulcrum’s intelligent, integrated platform
Automate manual work and free up your time with Fulcrum’s intelligent, integrated platform
BOOK A DEMO
2x
Manage 2x your capacity with half the work
5x
Higher compliance in proposals and policy checks
8+
We give you 8+ hours back
in your week
8+
We give you 8+ hours back in your week
features
Your all-in-one copilot
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.
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.
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.”
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
Join the conversation
Join the conversation
“Lots of insurtechs try to automate proposals or policy checks, but few get the complex edge cases right. Fulcrum stood out with their willingness to adapt based on feedback and their deep understanding of insurance processes. That’s what builds adoption and trust.”
“Lots of insurtechs try to automate proposals or policy checks, but few get the complex edge cases right. Fulcrum stood out with their willingness to adapt based on feedback and their deep understanding of insurance processes. That’s what builds adoption and trust.”
seamless workflows
Fulcrum fits with the way you work today
Fulcrum fits with the way you work today
SOCIAL
221 Main St Suite 770
San Francisco, CA 94105
221 Main St Suite 770
San Francisco, CA 94105
© 2025 Fulcrum Inc.
© 2025 Fulcrum Inc.
