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.
Industry
Insurance and Risk Management
The AI-powered Fulcrum Field Operations Management 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.
Trusted by more than 2,500 companies and 50,000 users in 100+ countries
Give field teams the Field Operations Management platform they deserve
Run, record, and close out your work in a system that achieves the benefits you need.
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Data quality
Integrated safety
Field efficiency
Discover how the Fulcrum platform reduces utilities’ costs, enhances data reliability, and drives digital transformation.
Platform overviewHarness Fulcrum software for insurance and risk management teams.
Fulcrum’s utility extends far beyond field data collection.
Harness Fulcrum software for insurance and risk management teams.
Fulcrum’s utility extends far beyond field data collection.
GIS
Empower your GIS management with advanced geospatial tools for precise mapping and analytical insights, optimizing workflows and ensuring reliable GIS data.
Digital transformation
Drive modernization by digitizing field operations and cutting down on paper-based processes, boosting productivity while increasing operational agility.
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.
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
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.
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.
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.
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.
Faster and more accurate
“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
Return on investment
“In time savings alone, Fulcrum pays for itself.”
Adam Prell, Operations Manager
RedZone Software
Resources
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Leading the way in customer satisfaction
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Named “Leader” in Enterprise Inspection Management
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How insurance & risk management categories compare
A reference guide to the platforms and systems used by modern field teams
Software platforms are designed to help business domain owners standardize their processes and data, customize those processes and data as business needs change, and integrate with other systems. Each platform serves a distinct purpose, focusing on specialized tasks like accounting, asset maintenance, or deep spatial analysis.
A single organization may rely on a complex ecosystem of software platforms to run their operations, manage finances, and guide their workforce.
Understanding how each system fits into the larger operational picture is essential for maximizing your technology investments and achieving optimal field execution. Below, we describe the platforms that shape the modern enterprise.
| Category | What it does for a insurance and risk management company | Where Fulcrum fits |
|---|---|---|
| Field Operations Management (FOM) | Runs, records, and closes out physical field work | This is Fulcrum |
| Customer Relationship Management (CRM) / Forms tools | Customer records; simple form filling | Fulcrum replaces brittle forms tools at enterprise field scale |
| Enterprise Asset Management (EAM) | Asset registry, work orders, maintenance planning | Fulcrum supplies the observed field conditions EAM decisions depend on |
| Enterprise Resource Planning (ERP) | Finance, procurement, resourcing | Receives clean, structured field records |
| Field Service Management (FSM) | Dispatch and customer-facing work orders | Complementary; Fulcrum handles data-rich asset and compliance work |
| Geospatial Information Systems (GIS) | Spatial system of record and analysis | Two-way integration; field data feeds GIS layers |
| Safety (SMS) / Quality (QMS) | Safety and quality programs | Fulcrum runs the field inspections and audits that feed them |
Field team software and technology glossary
Field Operations Management (FOM)
- What they are: FOM platforms are designed to boost productivity and streamline operations by empowering field teams to standardize, customize, and integrate workflows that include inspections, equipment maintenance, vegetation management, and other widely varied processes. To support field teams in geospatially sophisticated industries such as power utilities, water and wastewater management, and environmental engineering, Field Operations Management platforms require the ability to use and capture point, line, and polygon geospatial information alongside a wide variety of other data — a major functional difference relative to Field Service Management systems.
- About Fulcrum: Fulcrum enables field teams to bring together safety, inspection, maintenance, and other processes into a form they can manage and customize for their own purposes, while ensuring a clean, actionable data flows to and from the office in real-time.
Customer Relationship Management (CRM)
- What they are: CRM platforms manage a company’s interactions with current and potential customers, organizing data related to sales, service, and marketing activities. CRM systems such as HubSpot and Zoho CRM are designed to improve business relationships and drive customer retention by centralizing communication history.
- Fulcrum’s role: Fulcrum provides field workers with customer context while enabling them to quickly capture critical data points during a service call or site visit, ensuring the CRM remains updated with the most current customer information.
Enterprise Asset Management (EAM)
- What they are: EAM platforms such as IBM Maximo and Infor EAM manage the full lifecycle of physical assets including acquisition, inspection, maintenance, and disposal. These systems track asset location, condition, and maintenance history critical for compliance and long-term operational health.
- Fulcrum’s role: Fulcrum connects with EAM platforms to provide field teams with critical asset information and to deliver the essential, real-time field data needed to keep the asset records accurate and actionable.
Enterprise Resource Planning (ERP)
- What they are: ERP platforms integrate and manage core business processes, including finance, human resources, supply chain, and manufacturing across an entire organization. An ERP system like SAP, Oracle NetSuite, or Microsoft Dynamics 365 is the backbone of the business, unifying data into a central repository to enable enterprise-wide decision-making.
- Fulcrum’s role: Fulcrum extends the reach of the ERP, providing a flexible mobile layer for collecting operational data from the front lines of the business.
Field Service Management (FSM)
- What they are: FSM platforms are designed to organize and optimize the scheduling, dispatching, and routing of technicians for specific work orders or customer visits. FSM systems such as Salesforce Field Service and ServiceMax primarily focus on the logistics of the service process, ensuring the right person is sent to the right place at the right time.
- How Fulcrum differs: Fulcrum concentrates on the actual execution of work once a team arrives on site, providing field-first digital data capture and process management tools that FSM systems lack.
Forms Automation Tools
- What they are: Forms Automation tools such as GoCanvas and JotForm allow organizations to convert paper forms into simple digital documents for general data collection, typically without advanced features like integrated GIS. These office-centric platforms focus on simple data replication and basic reporting for administrative tasks, and they often don’t have a database of their own that can serve as a central repository for field process data.
- How Fulcrum differs: Fulcrum offers robust, geospatial-aware field process management, going far beyond simple form replacement to enable complex workflows, offline work, and AI-powered data capture.
Geospatial Information Systems (GIS)
- What they are: GIS specialize in the capture, management, analysis, and presentation of geographically referenced data. GIS platforms such as Esri ArcGIS and QGIS excel at producing sophisticated maps and deep spatial analysis, visualizing data relationships and patterns across large areas.
- Fulcrum’s role: Fulcrum provides geospatial context to fieldworkers and helps them accurately capture location-based field data, acting as the bridge that ensures high-quality data flows easily to and from the core enterprise GIS.
Insurance & Risk Management Software
- What it is: Insurance and risk management software is used to plan, capture, and manage work in the field, from property underwriting risk assessment to post-loss claims inspections and auditing.
- Fulcrum’s role: Fulcrum is the Field Operations Management (FOM) layer: it standardizes how crews collect asset and inspection data, syncs it with your GIS and back-office systems, and applies AI to speed capture and analysis.
Quality Management Systems (QMS)
- What they are: QMS software is dedicated to maintaining consistent product or service quality through standardized documentation, process control, and non-conformance reporting. QMS solutions such as MasterControl and ETQ Reliance ensure that processes adhere to industry standards and regulatory requirements through structured data management.
- Fulcrum’s role: Fulcrum digitizes and standardizes the quality checks and inspections conducted in the field, making QMS validation and auditing significantly more efficient.
Safety Management Systems (SMS)
- What they are: SMS platforms are used to formalize safety procedures, report incidents, conduct risk assessments, and track compliance across an organization. Platforms like VelocityEHS provide a centralized hub for managing workplace hazards and training records to proactively enhance worker well-being.
- Fulcrum’s role: Fulcrum is the ideal field layer, helping to create a culture of safety by incorporating safety processes into every field workflow. Then, by capturing granular, location-based data related to all field activities, Fulcrum instantly feeds fresh safety data into the SMS for deeper analysis and immediate action.