Fulcrum

AI workflow software automates account servicing and sales tasks for insurance brokerages

+ Add to sales board

Highlights

  • New on EvolcAdded 2026-11-13

About Fulcrum

Fulcrum builds AI tools and agents for insurance brokerages. Its platform supports the account lifecycle, from prospecting to renewal, and automates workflows such as certificate tracking, policy checking, proposal generation and routine client requests.

The software is integrated with brokerage systems, including Outlook and agency management systems. Customers are insurance brokerages, whose producers and account managers use it to reduce manual work and service accounts.

Fulcrum serves brokers across the United States. Its open roles span engineering, product, operations, sales and finance.

Product: An AI platform and agents that automate insurance brokerage workflows across prospecting, servicing and renewals.

Jobs at Fulcrum

No open positions listed right now.

More insurtech companies

  • Gaig

    Commercial transportation and specialty insurance for fleet operators and businesses across the United States
    United StatesInsurtech
    New on Evolc
  • Gaig

    Specialty property and casualty insurance for businesses, organizations and individuals across niche industries
    United StatesInsurtech
    New on Evolc
  • Geha

    Health and dental benefit plans for U.S. federal employees, retirees, military retirees and their families
    United StatesInsurtech
    New on Evolc
  • Goosehead

    Property and casualty insurance agency shopping 200+ carriers for US homeowners, drivers and renters
    United StatesInsurtech
    New on Evolc
  • Gradient AI

    AI risk prediction and decision software for insurers in health and property & casualty underwriting and claims
    United StatesInsurtech
    New on Evolc
  • Gyde

    Finance and insurance (F&I) products, training and consulting for car dealerships across the United States
    Deerfield Beach, United StatesInsurtech
    New on Evolc

All insurtech companies →

Website technologies

Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.

Analytics

  • Google Analytics 4High confidence
    First detected
    Last detected
    Last checked
    Detection evidence
  • Google Tag ManagerMedium confidence
    First detected
    Last detected
    Last checked
    Detection evidence

Content management

  • FramerHigh confidence
    First detected
    Last detected
    Last checked
    Detection evidence

Marketing & advertising

  • ApolloMedium confidence
    First detected
    Last detected
    Last checked
    Detection evidence

Recruiting

  • AshbyMedium confidence
    First detected
    Last detected
    Last checked
    Detection evidence

Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.