Partner Webinar: How AI Can Automate Proposals, Quote Comparisons and Policy Checks

Commercial insurance brokerages are under more pressure than ever—clients expect speed, accuracy, and transparency, while competition is fierce and margins are thin. In this 60-minute webinar, we’ll show you how leading brokerages are using Fulcrum’s AI-powered workflows to transform their operations, win more business, and protect client relationships.

You’ll learn how to:
- Slash proposal turnaround times from days to hours—without adding headcount.
- Eliminate costly E&O exposure by automating policy checks and flagging coverage gaps before they become claims.
- Instantly compare carrier quotes side-by-side, empowering producers and account managers to recommend the right coverage with confidence.
- Free up your team’s time to focus on client relationships instead of manual data entry and document assembly.
We’ll share real-world examples of brokerages increasing win rates, reducing rework, and delivering a faster, more professional client experience.

This webinar is brought to you by Fulcrum.