Joined April 2024 | Last Updated April 2025

Help make AMs' lives easier and improve margins by streamlining mundane work in Sales and Service operations.

Features & Quick Stats

Core Business

AI automation platform

How Fulcrum Helps Independent Agents & Brokers

Help make AMs' lives easier and improve margins by streamlining mundane work in Sales and Service operations.

AI Capabilities

Examples include proposal generation, coverage comparisons, policy checks, carrier downloads, loss runs ingestions – automating all to be done in ~3-4 minutes.