Catalyit Coffee Chat with Fulcrum

Fulcrum turns hours of insurance busywork into minutes with AI

The Rundown

In a recent Coffee Chat, Catalyit Technology Advisor Brandon Oliveira sat down with Fulcrum's Director of Strategic Partnerships and Solutions Engineer Kathryn Lerch to discuss how AI-powered automation is transforming everyday insurance agency workflows. Drawing on 18 years of industry experience, Lerch shared how Fulcrum is helping agencies eliminate repetitive administrative tasks, accelerate policy servicing, and give employees more time to focus on clients.

The Context

• Lerch highlighted the industry's continued reliance on manual processes, noting that inconsistent carrier and broker workflows create unnecessary complexity for independent agencies.
• Fulcrum automates policy checking, identifies discrepancies, updates agency management systems, and initiates policy delivery communications. Lerch explained that a process that can take weeks across multiple teams can potentially be completed in as little as 10 minutes.
• The platform offers deep integration with Applied Epic, including the ability to read and write data, while also delivering value to agencies operating without integrations.
• Fulcrum's customizable workflow builder allows agencies to automate processes according to their existing procedures rather than forcing them into standardized workflows.
• A newly launched certificate automation capability can generate even complex certificates of insurance in under a minute, reducing another time-consuming responsibility for agency staff.

Why it Matters

Insurance professionals are relationship builders, yet too much of their time is consumed by paperwork and repetitive tasks. Fulcrum's approach demonstrates how AI can improve operational efficiency without sacrificing the human element of insurance. By automating routine workflows, agencies can deliver faster service, strengthen client relationships, and create more opportunities for growth.