Fulcrum is the ultimate AI tool for insurance brokerages—streamlining everything from sales to servicing. It helps teams scale revenue and efficiency without adding headcount, delivering client-ready outputs that save time, reduce errors, and win more business.

What sets Fulcrum apart

· Structured Workflows: Outputs aren’t generic text—they’re immediately usable, with proposals and analyses embedded with your agency’s branding.

· Insurance Expertise: Purpose-built for insurance: understands coverage, carriers, and all critical fields for each use case.

· Context-Aware: Connects to your AMS and inbox, so Fulcrum already has the account context and documents—no hunting required.

· Enterprise-Grade Security: Built with compliance in mind: no training on your data, ever; SOC-2 level safeguards.

Learn more at withfulcrum.com