Fulcrum Launches Certificate Automation Feature to Streamline Insurance Brokerage Workflows

SAN FRANCISCO, Sept. 28, 2026 /CourierPR/ -- Fulcrum, the leading AI platform for insurance brokerages, has launched a new certificate automation feature that significantly reduces the time account managers spend on certificate issuance. This new workflow, which returns a complete, endorsement-ready certificate from an emailed request in under a minute, is built on the same policy data the platform already uses for policy checking and proposal generation.

The new certificate workflow automates the underwriting context the document depends on, reading the policy rather than filling out a form. It verifies coverage, pulls endorsement forms directly from the policy, and sorts them by the situation they apply to. Account managers review and approve every certificate before it issues, ensuring accuracy and compliance.

The certificate workflow is the latest addition to Fulcrum's suite of services, which includes agents for policy checking, coverage analysis, proposal preparation, and sales preparation. The company is used by nearly half of the top 50 U.S. insurance brokerages and executes more than 2,500 hours of servicing work each day.

Renewals benefit significantly from this new feature. Because each certificate is built from current policy data rather than a stored template, an entire account can be reissued in a single batch. This process can otherwise take agencies days or weeks each year, doubling the time the platform returns to account managers.

Fulcrum's certificate automation feature is part of its ongoing efforts to modernize workflows for insurance brokerages. The company has already proven itself with other workflows, such as policy checking and proposal generation, which required the platform to read and reconcile policy data across carriers, forms, and lines of business. The certificate workflow inherits this same foundation, making it a natural next step in the company's development.

With this new feature, Fulcrum continues to streamline operations for its clients, reducing the time account managers spend on repetitive tasks and freeing them up to focus on higher-value client conversations. The company's commitment to innovation and efficiency is evident in its ongoing efforts to improve the insurance brokerage workflow.