Fulcrum provides an AI-powered platform that automates back-office tasks for insurance brokers, including proposal generation, policy checks, coverage and claims analysis, and certificate issuance. It uses customized large language models with retrieval, reasoning, and validation pipelines and integrates directly with agency-management systems like Applied Epic and email, so it can extract documents, reconcile data in real time, and update client records without changing users’ workflows. By reducing manual work and speeding up processing, it aims to cut turnaround times and lessen reliance on offshore BPOs. Its goal is to accelerate adoption among large U.S. brokerage firms and scale across top brokerages with ongoing funding.
Company Size
51-200
Company Stage
Series A
Total Funding
$25M
Headquarters
San Francisco, California
Founded
2023
See people who can refer or advise you
Help us improve and share your feedback! Did you find this helpful?