SOTERAI VS FULCRUM
Fulcrum automates the broker's servicing bundle. SoterAI runs every practice, and lets you build.
Fulcrum offers AI agents for policy checking, proposals, certificates and coverage analysis, connected to Applied Epic, for mid-market and large brokerages. SoterAI covers that bundle and adds risk control, claims advocacy, benefits, producer research, carrier and captive work, a builder for your own workflows, and the only link between a brokerage's loss-control work and its clients' safety operations.
Fulcrum
- Policy checking and proposals
- Certificates and coverage analysis
- Connected to Applied Epic
- Fixed agents
SoterAI
- The same servicing bundle
- Risk control, claims, benefits, producers
- A builder for your workflows
- A safety side clients can use
Side by side
The facts, next to each other.
Policy checking, proposals, certificates, coverage and claims analysis
- Fulcrum (Feb 2026 funding announcement)
- Yes
- SoterAI
- Yes
Applied Epic integration
- Fulcrum (Feb 2026 funding announcement)
- Yes, stated
- SoterAI
- Epic exports and reports today; integration on the roadmap
Policy documents from email
- Fulcrum (Feb 2026 funding announcement)
- Yes, stated
- SoterAI
- Outlook connection; inbox-driven workflows
Risk control and loss control
- Fulcrum (Feb 2026 funding announcement)
- No
- SoterAI
- Site Audit, inspections, risk-control reports, service plans
Claims advocacy workflows
- Fulcrum (Feb 2026 funding announcement)
- Coverage and claims analysis
- SoterAI
- Claims Advisor, Policy Comparison, TPA review, Return to Work, intake monitor
Benefits and producer workflows
- Fulcrum (Feb 2026 funding announcement)
- No
- SoterAI
- Yes
Carrier, captive and policyholder (white-label) use
- Fulcrum (Feb 2026 funding announcement)
- No
- SoterAI
- Yes
Custom workflows your team builds
- Fulcrum (Feb 2026 funding announcement)
- No; stated agents
- SoterAI
- Yes
Funding and customers
- Fulcrum (Feb 2026 funding announcement)
- Stated $25M, top-50 brokerages
- SoterAI
- See case studies
Pricing
- Fulcrum (Feb 2026 funding announcement)
- Not published
- SoterAI
- Per organization; talk to our team
Where each is the better choice
Pick the one that fits the job.
Where Fulcrum is the better choice
A large brokerage on Applied Epic that wants a narrow, deeply integrated servicing bundle delivered as fixed agents and does not need risk control, benefits, producer or carrier workflows, or a builder.
Where SoterAI is the better choice
A brokerage that wants one platform across practices, outputs in its own template, workflows its teams shape themselves, and a safety side its clients can use; a carrier or captive; a firm not on Epic.
More detail
- See it in a brokerage
- Case studies show how brokerage loss-control practices and claims desks run on the platform.Read the case studies
What customers do today
What teams run on it.
At one national brokerage, more than half of SoterAI work runs on workflows the firm built itself.
Frequently asked questions.
Sources
- Fulcrum $25M Seed and Series A announcement, Feb 2026 (brokertechventures.com)
Based on public information as of October 2026.
Product names are the property of their respective owners; SoterAI is not affiliated with or endorsed by them unless stated. This page is provided for independent comparison purposes.
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Evaluating AI for servicing?
Bring one practice beyond servicing to the call and we'll show you both.
Talk to our team
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