Fulcrum Launches Insurance Certificate Automation

Fulcrum announced in a press release a workflow that turns emailed insurance certificate requests into certificates ready for account manager review in under a minute. The system reads the request and attached contracts, then compares the requirements with the client's policy coverage.

The workflow flags requirements that the policy cannot satisfy, identifies relevant endorsement forms and attaches them. An account manager reviews and approves each certificate before it is issued.

The system also supports bulk certificate reissuance during renewals using current policy data. It extends Fulcrum's existing automation for policy checks and proposal generation.