Fulcrum
作者 Fulcrum Tech
Fulcrum helps insurance account managers scale their client portfolio through AI-powered automation.
Fulcrum is a comprehensive AI-powered solution designed specifically for Account Managers (AMs) in the insurance brokerage industry. Our suite of intelligent tools helps AMs handle larger books of business more efficiently, enabling firms to scale their accounts without increasing headcount.
Who It's For
- Insurance brokerages and agencies looking to optimize their operations
- Account Managers seeking to reduce time spent on manual, repetitive tasks
- Growing insurance firms that want to scale efficiently without adding headcount
Key Features
Proposal Generation
- Industry-leading completeness for complex commercial coverage
- Flexible template options: use your own or work with our professional designers
- Direct integration with your existing AMS platform
Policy Comparison
- Advanced detection of subtle verbiage changes across 300+ page enterprise policies
- Side-by-side analysis capabilities for Year-over-Year changes
- Compare multiple carrier quote options efficiently
- Generate clear, client-ready summaries of coverage differences
Policy Checking
- Comprehensive verification across 1000+ data points
- Complete policy checks in under 5 minutes
- User-friendly dashboard for intuitive verification
- Seamless AMS integration
Key Benefits
- Save 8+ hours weekly per Account Manager
- Achieve 5x higher compliance in proposals and checks
- Double your account coverage while reducing workload
- Increase employee retention by eliminating tedious work
- Out-of-the-box integration with Applied Epic
Performance Impact
- Handle 10-20% larger books of business without adding staff
- Complete all results within 3 minutes
- Reduce policy checking time from 3+ hours to just minutes
- Maintain high compliance standards across your entire brokerage
Trusted by leading insurance brokerages including Heffernan Insurance Brokers, Newfront, POMS, Three Arbor Insurance, and StartSure, Fulcrum is transforming how insurance professionals manage their workload while maintaining exceptional service quality.
Ready to scale your accounts? Contact us at hello@withfulcrum.com to book a demo.
Enterprise customer's can reach us at hello@withfulcrum.com
应用功能
- 可通过 Internet 发送数据
- 此应用可访问和修改活动邮件中的个人信息，例如正文、主题、发件人、收件人和附件信息。它可能会将此数据发送给第三方服务。无法读取或修改邮箱中的其他项目。