Arjun Mangla, Co-founder & CEO │ Fulcrum │ NetVU Platinum Partner
For many insurance agencies, policy checking has gradually moved away from internal oversight. As workloads increase, review processes often get outsourced—providing short-term relief but introducing new risks around consistency and quality.
The alternative—keeping policy review in-house—creates its own challenges.Manual processes are time-consuming and difficult to standardize, and often simply don’t get done as a result. This creates a difficult trade-off: either you outsource and lose quality, consistency, and context, or you keep it in-house where it becomes a bottleneck.
This is exactly the kind of work that technology can address. Fulcrum provides a structured policy checking workflow that delivers the control and consistency of in-house review with the efficiency of automation.
Benefits of Fulcrum
• Better Client Service: Completion tracking and in-app follow-on tasks eliminate manual follow-up and dramatically policy delivery timelines for better client service.
• Seamless Integration: Works alongside your existing systems. For Vertafore agencies, our new ImageRight integration automatically pulls and saves documents to agency files.
• Standardized Workflows: Consistent, tailored checklists and standardized, easy-to-read outputs ensure every policy is evaluated the same way regardless of who handles it.
• Built-In Audit Trail: Capture notes, decisions, and approvals directly in the workflow, creating clear audit trails for internal reference and compliance reviews.
Real Results
Fulcrum has brought a much higher level of consistency to how work is completed across our agency. By standardizing proposals and policy checking workflows, we’ve reduced manual variation and strengthened controls—helping us meaningfully lower E&O risk that can result from human error.
– Lisa Fleming, Commercial Lines Operations, Poms & Associates
NetVU Member Offer
NetVU Member Offer
Schedule a complimentary 30-minute consultation to assess your current policy review process and see how Fulcrum can help you reduce risk while improving efficiency.
Visit with Fulcrum to learn more.