Fulcrum

Fulcrum's AI platform automates manual insurance brokerage workflows, integrates with existing tools, and generates polished proposals and policy check outputs in minutes, saving account managers 8+ hours per week.

Fulcrum has announced a Series A funding round and counts clients including Heffernan Group, Three Arbor, and M3, with reported outcomes of 2x capacity management and 10-20% larger books of business per account manager.