Fulcrum Launches AI Certificate Workflow, Cuts Issuance to Under a Minute
San Francisco – – September 28, 2026 -- Fulcrum has launched a certificate workflow that turns an emailed request into a complete, endorsement-ready certificate in under a minute, built on the same policy data the platform already uses for policy checking and proposal generation.
Fulcrum reads the policy instead of filling a template
The workflow parses the inbound request and any attached contract, compares the demanded coverage against what the client's policy actually provides, and flags requests the policy cannot satisfy before an account manager commits to anything. It locates the relevant endorsement forms inside the policy itself, pulls them, sorts them by the situation they apply to, and attaches them, using description-of-operations language the agency has already approved and shaped to each client's preferences. Account managers review and approve every certificate before it issues.