Transform Insurance Operations:
Automate Document Processing Minimize Risk Focus on What Matters
- 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, whether you're processing property insurance or parametric claims
Trusted by
Stop Wasting Time on Repetitive File Classification and Data Entry. 130+ Companies Trust Our Tech.
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How Customers Leverage Heron to Turn Around Quotes Faster
We work with
Property & Casualty
Excess & Surplus
Commercial Auto
Small Commercial
Errors & Omissions (Professional Liability)
Directors & Officers (Management Liability)
Other Specialty Lines
Property & Casualty
Excess & Surplus
Commercial Auto
Small Commercial
Errors & Omissions (Professional Liability)
Directors & Officers (Management Liability)
Other Specialty Lines
Property & Casualty
Excess & Surplus
Commercial Auto
Small Commercial
Errors & Omissions (Professional Liability)
Directors & Officers (Management Liability)
Other Specialty Lines
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!
Evaluate
Automatically verify binding requirements, perform field validations, request missing information, and get applications ready for underwriting
Sync
Seamlessly populate new records into your system of record without revisiting your submissions inbox
Integrate Directly With Your Agency Management Systems, Policy Administration Systems & CRMs
Instantly Parse and Validate Every Document Driving Your Business
Streamline document-heavy workflows, automate repetitive processes and integrate seamlessly with your existing CRM or operation systems.
50+ Document Types
97% Accuracy
Fraud detection
Independent, Enterprise-Grade Software You Can Trust
Independent
Not affiliated with one of your competitors
Secure
SOC2, GDRP, CCA compliant
Robust
Parsing over 30k documents every day
Trusted
by over 100 financial and professional services firms