About Us

Many successful business models were developed by individuals who simply intended to find new ways to do their jobs better.

Fulcrum is no different. Fulcrum was founded by a group of ambitious but frustrated insurance professionals from State Farm, Farmers, Allstate, Blue Cross and other independent brokers. With extensive knowledge and decades of experience, this insurance center is well positioned to help consumers to comparison shop for the right coverage at the right price.

Today, Fulcrum is not merely an agency with a group of agents, but more of a group of agents with an agency (which is structured to allow them to truly own their books of business).

Featured Agents

Danny Matheus

After 20 years as a Farmers Insurance agent, Danny Matheus from Huntington Beach chose to become part of Fulcrum in January 2013.

Taking full advantage of Fulcrum’s business model and carriers, Danny leverages his vast insurance knowledge to comparison shop for his customers for better coverage at lower prices. Now he earns more by saving his customers money, as he builds long term, WIN-WIN business relationships with them.

Let’s hear him out:

Kristine Jaung

Kristine Jaung started her insurance career soon after graduating from U. C. Santa Barbara a few years ago. Recommended by a fellow professional agent, she joined Fulcrum in January 2012.

Supported with cloud based comparison quoting, data management and social media marketing, Kristine has become a much more effective and efficient insurance professional.

Here’s Kristine in her own words:

As one of Mercury Insurance's fastest growing agencies in 2011, Fulcrum was rewarded with a packaged trip to St. Regis Resort in Hawaii. Mercury's marketing executive Daniel Tencate marked the occasion in January 2012 with Fulcrum's surfing partners Sean, Roger, Richard and Brian.

After winning another sales competition, Team Fulcrum was rewarded with a suite at the 09/25/2011 Angels game.

Harvey throwing out the first pitch - a more than a good deal curveball.

The Fulcrum team at the 2011 Make a Wish Foundation walk.

Below is adapted from an article in a national magazine:

Through a sales contest sponsored by Safeco Insurance, Fulcrum Insurance Center in California won almost $11,000 for the charity of their choice. Senior partner Harvey Kong said "We chose to donate the grand prize and our winnings of $10,875 to the Make a Wish Foundation of Greater Los Angeles for two main reasons - the donation benefits local children, and a high percentage of our donation indeed flows directly to the cause."

Fulcrum Insurance Center beat out thousands of agencies in California in the 2010 contest. Harvey added that everyone at Fulcrum was motivated to work hard to win this contest. "We shoot for the moon and this time we hit it," he said. "Every one of us can connect to all the good things the Make A Wish Foundation provides to needy children."

How did they do it? Good old fashioned hard work. "We wish we had a magic wand, but we were equipped with the same tools and faced the same opportunities as other agencies. We achieved more with hard work and perseverance," said Harvey.

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