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Industry

Insurance and Risk Management

The AI-powered Fulcrum field process management and data collection platform helps insurers and risk management firms standardize field operations, adapt processes to exact specs, integrate with GIS, and bridge the gap between FieldTech and back-office ecosystems.

Master risk, one data point at a time.

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Insurance and Risk Management with Fulcrum
66% reduced inspection and survey time
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What is Fulcrum?


Insurance and risk management firms worldwide trust Fulcrum’s SaaS-based field process management and data collection platform to capture and share reliable on-site activity data with AI-enhanced speed and accuracy, leaving paper and traditional digital solutions behind.

 

Standardized, easily customized, and well-integrated data bridges the gap between FieldTech and office ecosystems to boost productivity and improve decision making.

Standardize Customize Streamline
Standardize
Standardize icon

Standardize field data collection

Digitally transform your processes with a single platform that:

  • Accommodates any field data collection and process management use case
  • Replaces proprietary mobile applications
  • Expands advanced geospatial applications beyond GIS experts
  • Reliably delivers real-time, location-specific data even when offline
Customize
Customize icon

Customize field processes

Easily adapt to changing field operations requirements with:

  • Simple drag-and-drop field app modification, with no tech expertise required
  • Seamless integration of FieldTech hardware such as drones and sensors
  • Tailored reporting and alerting to and from the field
Streamline
Streamline Electric utilities

Streamline two-way integration

Expand the reach and usefulness of your field data with:

  • Best-in-class integration with Esri ArcGIS
  • Real-time, two-way communication with any application
  • Built-in integration with email, SMS, and more
  • Advanced security and identity management protocols

Explore how the Fulcrum platform cuts costs, improves data reliability, and enables digital transformation.

Platform overview

Harness Fulcrum software for insurance and risk management teams.

Fulcrum’s utility extends far beyond field data collection.

Insurance and Risk Management firms worldwide trust Fulcrum’s industrial-strength, SaaS-based field data collection and process management platform

Harness Fulcrum software for insurance and risk management teams.

Fulcrum’s utility extends far beyond field data collection.

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GIS

Empower your GIS management with advanced geospatial tools for precise mapping and analytical insights, optimizing workflows and ensuring reliable GIS data.

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Digital transformation

Drive modernization by digitizing field operations and cutting down on paper-based processes, boosting productivity while increasing operational agility.

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IT/CIO

Leverage Fulcrum's scalable and secure platform to integrate field data with existing IT systems, reducing custom development needs and bolstering data security.

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Field operations

Streamline your field operations with real-time data collection and communication capabilities, ensuring efficient resource management and task execution.

How Fulcrum optimizes insurance and risk management field operations

Fulcrum for insurance and risk management - use case - Real-time hazard documentation

Real-time hazard documentation

Utilize Fulcrum to capture and document hazards in real time with precise GPS coordinates. Empower clients to swiftly implement corrective actions guided by multimedia evidence of shortcomings, minimizing risk exposure and preventing potential losses.

Fulcrum for insurance and risk management - use case - Streamlined property risk surveys

Streamlined property risk surveys

Speed property inspections with prepopulated fields, drop-down menus, and loaded previous inspection data. Reduce the time from inspection to project delivery (and payment) with client-ready PDF reports generated with only a few clicks. Ensure accurate mapping of every point and asset with automatic geotagging of records, photos, and videos.

Fulcrum for insurance and risk management - use case - Seamless compliance reporting

Seamless compliance reporting

Facilitate seamless compliance reporting by using Fulcrum’s customizable forms and automated report generation. Simplify audit processes to reduce manual data entry errors and provide clients with reliable documentation that supports regulatory compliance.

Fulcrum for insurance and risk management - use case - Comprehensive reporting for premium negotiations

Comprehensive reporting for premium negotiations

Enhance premium negotiations by providing insurers with comprehensive, accurate reports. Use evidence of swift corrective actions and historical data to showcase clients’ commitment to reducing risk, ultimately helping secure lower insurance premiums.

Resources

Browse through our resources designed to help you get the most out of Fulcrum.

Resource library
Gis Asset Management And The Power Of Lines And Polygons Feature
Data Sheet
< 7 min

GIS asset management: bringing location into asset workflows

What is the role of GIS in asset management? Traditional enterprise asset management (EAM) platforms are effective for tracking life cycle management and maintenance records, but they often treat location as secondary. Geospatial capabilities bridge this gap by making spatial data a core part of asset workflows, ensuring that asset locations are documented within the context of their real-world networks. By integrating these systems, organizations create a unified system of record where asset data and spatial relationships work together to eliminate silos and data gaps.
How To Fix Your Field Data Pipeline On Demand Feature
Webinar
60 min

How to fix your field-to-office data pipeline

Your core systems — EAM, GIS, and ERP — are hungry for good data. You made a massive investment in them, expecting streamlined operations and critical insights. But what are they actually getting from your field teams?
Worker checking the foundation of a metal utility pole with a screwdriver - Field Data Software Entity Optimization Pillar Guide Playbook Feature
Guide
<18 min read

The guide to getting field data software right

Field data software makes or breaks the systems built on top of it. When it’s slow, inconsistent, or just not built for fieldwork, the whole operation pays for it in wasted hours, missed context, and decisions based on guesswork.

How Fulcrum AI works across field and office

See how Fulcrum is applying AI to data capture in the field, analysis in the office, and the broader vision for guided work across the platform.

InsightsAudio FastFillOur vision

Ask your field data anything with Fulcrum Insights

Stop digging for data. Fulcrum Insights uses AI to turn natural language questions into instant answers. Whether you need a map, a trend chart, or a simple status update, just ask. Get the ground truth visualized the moment you need it.

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AI dictation with Fulcrum Audio FastFill

Boost the field data collection process with Fulcrum’s intelligent, multi-field voice dictation feature. Fully integrated into the Fulcrum platform, Audio FastFill requires no extra setup, training, or downloads for seamless efficiency wherever you work.

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Fulcrum's vision for AI-guided fieldwork

See what we’re building: AI that works like a second set of eyes, guiding inspections, capturing context, and helping teams stay focused on the task.

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Faster and more accurate

Carrington Risk Consulting testimonial logo

“Traditionally in the property risk control industry, if a field engineer is allotted 8 hours to do a survey, they get 16 hours to write the report. Now report writing time is reduced to almost zero. Fulcrum delivers a 66% time savings overall.”

Kristin Carrington, CEO, Carrington Risk

Kristin Carrington, CEO

Carrington Risk

Customer story
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Return on investment

Redzone customer testimonial logo

“In time savings alone, Fulcrum pays for itself.”

Adam Prell, Operations Manager, RedZone Software

Adam Prell, Operations Manager

RedZone Software

Customer story
Redzone testimonial block image

Insurance and risk management app templates

Fulcrum offers a diverse suite of applications specifically designed for the insurance and risk management industries. Here are a few examples to get you started, or use our flexible platform to create custom solutions to address your unique challenges.

App gallery
survey app

Building inspection checklist

Conduct quality inspections of new or existing facilities. Assess the condition of the exterior, plumbing, HVAC, and electrical systems to identify necessary repairs or subpar installation.
Field inspection report

Property preservation checklist

Track and manage properties requiring preservation on a single map. Log the status of securing the property, initial preservation, and ongoing maintenance for clear team communication.
monitoring log

Land trust monitoring inspection

Fulfill stewardship duties and mitigate risk on conserved properties. Document public usage, boundary conditions, and infrastructure to protect your assets and manage public liability.
Industry app icon 1

Mall maintenance checklist

Proactively manage property liability by conducting routine facility audits. Document hazards like damaged floors or blocked fire exits to ensure public safety and prevent costly claims.
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Project risk assessment

Identify and manage hazardous activities that could cause harm in the workplace. This step-by-step process helps ensure projects run smoothly and that your employees are kept safe.
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Office health and safety audit

Ensure your workplace is compliant with safety regulations. Conduct comprehensive audits to identify hazards, verify safety equipment, and confirm that risk assessment processes are followed.

FAQs

What does Fulcrum do?

Fulcrum enables organizations to standardize field data collection, customize data collection processes, and integrate field data with enterprise systems such as GIS and back-office platforms.

Are you SaaS or on-premises?

Fulcrum is strictly a Software-as-a -Service FieldTech product. Our SaaS implementation is hosted on AWS and we are SOC 2 Type II certified.

What kinds of skills do we need to implement Fulcrum?

Fulcrum deployments typically include an app administrator, proficient in basic spreadsheet management, and a business administrator responsible for user management, data analysis, and various related tasks.

What if I don’t have those skills available on my team?

We offer professional and managed services tailored to your needs. Whether you prefer training your team for independence or having us manage ongoing requirements, we can help.

Does Fulcrum work completely offline?

Fulcrum is built to function without an internet connection. When you reconnect to the internet, it will automatically sync your records and update the mobile app with new data from the cloud.

How “real-time” are you?

Fulcrum provides automatic synchronization to share records between the mobile device and the cloud. In “real-time,” this syncing occurs within seconds to a couple of minutes, depending on the amount of data captured, as long as there’s an internet connection.

Can Fulcrum connect to my sub-meter Bluetooth GPS unit?

Yes. Fulcrum uses your mobile device’s GPS location by default. When you connect a Bluetooth GPS receiver, you can configure your device to replace its built-in GPS coordinates with more accurate ones from the GPS receiver.

Can we do a proof of concept or pilot?

Absolutely! Contact us to set up a custom plan to get started.