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Transform Insurance Operations

Automate Document Processing in Underwriting, Claims and More

  • Accelerate Decisions: Shorten the time to policy issuance and claims resolution
  • Automated Sorting and Syncing: Instantly sort, validate and sync what you care about to your AMS/PAS
  • Reduce Fraud Risk: Automatically detect and be alerted to manipulated submissions
  • Scalable Seamlessly: Handle high-volume submissions with ease, in both admitted and non-admitted markets
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Trusted by

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Case Studies

Stop Wasting Time on Repetitive File Classification and Data Entry. 130+ Companies Trust Our Tech.

Insurance
Insurance

How Heron helped Pathpoint automate inspection report workflows and scale effectively

4x

intake volume without adding headcount

100

human hours saved per week

Read customer story
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“Heron allowed us to completely automate a process that used to consume 100 person-hours a week. Now, it's not a concern anymore.”

Ania Gradzka
— 
Ania Gradzka
Product Manager
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How It Works

How Customers Leverage Heron to Turn Around Quotes Faster

InsuranceInsurance
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Tailored Solutions

Designed to Speed Up Your Underwriting

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Capabilities

Designed to Speed Up Your Underwriting

Receive
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Receive

Receive

Send us your customer applications and data via email forwarding, API, or bulk upload. We accept documents in ALL formats

Classify Insurance
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Classify Insurance

Classify

Automatically organize files into relevant document types without manual effort

Parse Insurance
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Parse Insurance

Parse

Extract key fields into your underwriting format while detecting and flagging fraudulent documents

Validate Insurance
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Validate Insurance

Validate

Enhance your data with machine learning or third-party sources to extract critical information like business industry or NAICS code, policy number and more!

Evaluate
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Evaluate

Evaluate

Check applications against your policies, enabling auto-declines, automated policy checks, or requests for additional information.

Sync
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Sync

Sync

Seamlessly populate new records into your system of record without revisiting your submissions inbox

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Document types

Instantly Parse and Validate Every Document Driving Your Business

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ACORD Forms
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Loss Run Reports
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Supplemental Applications
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Statement of Values
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Inspection Reports
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Drivers License
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Driver List
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Fleet Schedule
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Premium Audits
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ACORD Forms
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Loss Run Reports
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Supplemental Applications
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Statement of Values
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Inspection Reports
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Drivers License
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Driver List
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Fleet Schedule
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Premium Audits

and many more..
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Integrations

Integrate Directly With Your Agency Management Systems, Policy Administration Systems & CRMs

Salesforce
Salesforce
Novidea
Novidea
Origami
Origami
Veruna
Veruna
Duck Creek
Duck Creek
Guidewire
Guidewire
Joshu
Joshu
Ask if we support your system!
Integrate now
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Integrations

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and many more..
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Secure and Trusted

Independent, Enterprise-Grade Software You Can Trust

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Independent

Not affiliated with one of your competitors

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Secure

SOC2, GDPR, CCA compliant

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Robust

Parsing over 30,000 documents every day

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Trusted

by over 130 financial and professional services firms

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