Insurance: Heron Data’s AI solution solves data entry for MGAs & wholesalers

Over the past year, we’ve dedicated ourselves to enhancing our document workflow automation product’s reliability across various document types and use cases. This effort has led to significant growth in both our customer base and the diversity of companies using Heron.

Recently, we’ve gained significant traction with Managing General Agents (MGAs) in the commercial insurance sector. Our solution is specifically designed to streamline data entry for fleet and property & casualty insurance. Moreover, it’s easily adaptable to meet the unique requirements of niche commercial lines.

This journey has been exciting as we’ve explored a new industry and tackled technical challenges to deliver our renowned service and reliability in Insurance, just as we do in Small Business Lending. We’ve started by focusing on two key workflows: accepting broker submissions (like ACORD forms and Loss Runs) and processing crucial inspection reports for property insurance.

Today, we want to highlight a recent customer in insurance: Pathpoint!

Pathpoint is a fast-growing, venture-backed digital wholesaler. Pathpoint connects agents to highly rated small commercial excess and surplus lines (E&S) insurance markets, allowing thousands of independent insurance agents to quickly quote and bind coverage through a seamless online application.

This August, Pathpoint partnered with Heron to use Heron’s fast-growing AI insurance co-worker product to automatically ingest, read, and evaluate inspection reports. Within a few weeks of going live with Heron, Pathpoint has already saved hours of manual work in processing inspection reports and has significantly better access to inspection data.

We look forward to working with Pathpoint and all of our other insurance customers.