Fulcrum Launches Automated Certificate Workflow to Save Account Managers Time
Fulcrum has launched a new certificate automation workflow that significantly reduces the time account managers spend on handling certificate requests. The system processes each request in under one minute, verifying coverage and pulling necessary endorsements directly from policy data. This builds upon Fulcrum's existing capabilities in policy checking and proposal generation by using real-time policy information rather than static templates. The automation helps agencies avoid errors that could lead to E&O claims while also streamlining the renewal process through bulk reissuance of certificates based on current policies. Early feedback from users, including Foundation Risk Partners (FRP), has been positive, with expectations for a significant impact on operational efficiency and client service. Fulcrum's platform is already used by nearly half of the top 50 U.S. insurance brokerages and processes over 2,500 hours of servicing work daily.
Topics: certificates of insurance (COI) insurance workflow automation