# Fulcrum

> Fulcrum is a San Francisco AI platform that automates the unglamorous backbone of insurance brokerages - policy checking, proposal generation, certificate issuance and carrier sales prep - so account managers can scale their books of business without scaling headcount. Founded in 2023 by Arjun Mangla and Sambhav Anand, it raised $25M in combined Seed and Series A led by CRV in January 2026 and is in use at nearly half of the top 50 U.S. brokerages.

- **Founded:** 2023
- **Headquarters:** San Francisco, United States
- **Founders:** Arjun Mangla (Co-founder & CEO), Sambhav Anand (Co-founder & CTO)
- **Team size:** ~43
- **Products:** Fulcrum Servicing, Fulcrum Sales, AMS & Outlook Integration
- **Notable:** Raised $25M combined Seed + Series A led by CRV (Jan 2026), Adopted by nearly half of the top 50 U.S. insurance brokerages, Executes 2,500+ hours of manual brokerage work per day

## Products & services

- **Fulcrum Servicing** — AI agents that handle policy checking, certificate issuance, coverage analysis and back-office workflow inside the broker's existing AMS.
- **Fulcrum Sales** — AI proposal generation, carrier quote comparison and client-ready summaries for commercial insurance teams.
- **AMS & Outlook Integration** — Plugs into agency management systems and Outlook to pull data, trigger workflows and deliver polished outputs in minutes.

## Achievements

- Raised $25M combined Seed + Series A led by CRV (Jan 2026)
- Adopted by nearly half of the top 50 U.S. insurance brokerages
- Executes 2,500+ hours of manual brokerage work per day
- Reduced policy delivery from a 15-day minimum to same-day
- Cut proposal generation cycles from 6-8 hours to under 2
- SOC-2 compliant
- Joined ACT (Big 'I' Agents Council for Technology) in 2025

## Latest updates

- **2026-01** — Announced $25M combined Seed + Series A funding led by CRV with South Park Commons and Foundation Capital.
- **2025-10** — Joined the Big 'I' Agents Council for Technology (ACT).
- **2026** — Reported 2,500+ hours of broker work executed daily across customer base.

## Links

- Website: https://withfulcrum.com
- LinkedIn: https://www.linkedin.com/company/fulcrumtechincorporated

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Profile page: https://yespress.io/fulcrum
Published by YesPress — https://yespress.io
Last updated: 2026-06-29