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Fulcrum

AI-driven back-office automation for insurance brokerage

Graduate Marketing Assistant

Full-Time
No salary listed
Entry
Bachelor's
Sydney NSW, Australia
In Person
Growth & MarketingMarketing Generalist & Management

About the job

Requirements
  • A relevant degree.
  • Sharp attention to detail when reconciling numbers, bookings, and invoices.
  • Comfort with numbers and spreadsheets, and commercial understanding of why reconciliations matter.
  • Clear written and spoken communication with partners, creative agencies, and the team.
  • Strong organisation and ability to keep several campaigns moving at once.
  • Curiosity about the media landscape and how audience and measurement tools are used to plan and report.
  • Ability to learn media implementation and campaign mechanics in detail, work independently on clear tasks, and ask for clarification when needed.
Responsibilities
  • Source planning rates from media partners and help planners brief partners and the investment team.
  • Collate specifications and material deadlines, send instructions to media partners, and keep creative agencies on track to deliver.
  • Track live placements to ensure they match what was booked.
  • Prepare pre-campaign and in-campaign reports for clients, and compile post-analysis after campaigns wrap.
  • Lead mid- and end-of-month invoicing reconciliations, job closures, and budget updates.
  • Collate proof of posting and tear sheets for non-TV campaigns, and load offline channels for invoicing.
  • Build relationships with junior contacts at media partners, run weekly partner presentations, and maintain the contact list and media kits.
  • Maintain the work-in-progress (WIP), attend WIP meetings, and capture contact reports.
Desired Qualifications
  • Ideally, an internship or some exposure to media, marketing, or an agency environment.

About the company

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

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Simplify's Take

What believers are saying

  • On September 28, 2026, Fulcrum launched sub-minute certificate automation, deepening workflow coverage.
  • January 2026's $25 million round from CRV, Foundation Capital, and South Park Commons funds expansion.
  • Customer adoption among major brokerages proves procurement traction and creates strong switching costs.

What critics are saying

  • Applied Systems and Vertafore are shipping native AI, shrinking Fulcrum's wedge fast.
  • Insurance workflows demand accuracy; a bad certificate or policy check creates immediate liability.
  • Megaphone acquisition distracts leadership from core insurance execution and wastes scarce Series A capital.

What makes Fulcrum unique

  • Fulcrum embeds into Applied Epic and Outlook, avoiding broker system replacement.
  • Its insurance-specific LLM pipelines verify policies before generating proposals and certificates.
  • The platform already handles 2,500+ hours daily across nearly half top-50 brokerages.

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Benefits

  • Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

39%

1 year growth

39%

2 year growth

65%
PR Newswire
Sep 28th, 2026
Fulcrum's certificate automation returns one minute of work to account managers, doubling platform time savings

Fulcrum has launched an automated certificate workflow that generates endorsement-ready certificates from emailed requests in under a minute. The system reads policies directly rather than relying on form-filling, comparing requested coverage against actual client policies and flagging discrepancies before account managers commit. The workflow automatically locates and attaches relevant endorsement forms from policies and incorporates pre-approved description language. Account managers review each certificate before issuance. The automation builds on Fulcrum's existing policy checking and proposal generation capabilities. At renewals, entire accounts can be reissued in batches, work that typically takes agencies days or weeks annually. The company states this represents the largest time-saving feature it has delivered, doubling the hours returned to account managers. Fulcrum is used by nearly half of the top 50 US insurance brokerages and processes over 2,500 hours of servicing work daily.

Coverager
Apr 12th, 2026
Fulcrum acquires Megaphone

Megaphone developed tools for launching tokens and NFTs, collecting user data, and analyzing onchain identity and engagement.

Yahoo Finance
Jan 27th, 2026
Fulcrum Raises $25 Million to Bridge the Gap Between Legacy Systems and AI in Insurance

SAN FRANCISCO, January 27, 2026--Fulcrum, the leading AI platform for insurance brokerages, today announced $25 million in combined Seed and Series A funding led by CRV, with participation from South Park Commons, Foundation Capital, and a group of prominent insurance and technology angel investors. The company is helping insurance brokerages modernize their day-to-day workflows with AI agents that handle coverage and claim analysis, proposal generation, client and carrier sales prep, policy che