Transform Insurance Operations

Automated Document Processing for MGAs, Carriers and Wholesale Brokers

Accelerate Decisions: Shorten quote turnaround times, claims resolution and more
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
Scale Seamlessly: Handle high-volume submissions with ease in the non-admitted markets

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Trusted by

Case Studies

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

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

“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

Product Manager

Insurance

Aurenity, a fast-growing tech-enabled E&S MGA, selects Heron Data to automate submission intake

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“The most friction in our process is when a submission comes in from an email. We spend a lot of time and energy combing through the information, filling in the gaps and then getting it all into our system for quoting and binding. Heron has proven the ability to accurately process this data and we’re really excited about the efficiency this will bring to our business.”

—

Patrick Safino

Chief Operating Officer

Insurance

Commercial Auto MGA, Inshur, engages Heron for Loss Run Processing & Document Automation

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“Using Heron Data has helped our underwriting team scale by handling the reading, parsing and calculations necessary on loss runs to accurately price risk. What once was a manual task is now automated. This allows our underwriters more time to secure additional business and be a better partner with our agents and customers.”

—

Bill Walrath

Managing Director

How It Works

How Customers Leverage Heron to Turn Around Quotes Faster

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Tailored Solutions

Designed to Speed Up Your Underwriting

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Capabilities

Designed to Speed Up Your Underwriting

Receive

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

Classify

Automatically organize files into relevant document types without manual effort

Parse

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

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!