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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
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Trusted by

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

Manual data entry slowing you down?
Don't risk falling behind! Find out how we can help you do business faster

Insurance
Insurance

How Pathpoint cut 90% in manual processing time on inspection reports after working with Heron

90%

decrease in time to offer

Thousands

in annual cost savings

“Love the simplicity of the service and the prompt customer support. We can’t imagine working without it.”

Ania
— 
Ania
Product Manager
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How Customers Leverage Heron to Turn Around Quotes Faster

InsuranceInsurance

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
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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
1
Classify Insurance

Classify

Automatically organize files into relevant document types without manual effort

Parse Insurance
1
Parse Insurance

Parse

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

Validate Insurance
1
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

Automatically verify binding requirements, perform field validations, request missing information, and get applications ready for underwriting

Sync
1
Sync

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

Salesforce
Salesforce
Novidea
Novidea
Origami
Origami
Veruna
Veruna
Duck Creek
Duck Creek
Guidewire
Guidewire
and many more..

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.

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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
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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
documents icon
Loss Run Reports
documents icon
Supplemental Applications
documents icon
Statement of Values
documents icon
Inspection Reports
documents icon
Drivers License
documents icon
Driver List
documents icon
Fleet Schedule
documents icon
Premium Audits
documents icon
ACORD Forms
documents icon
Loss Run Reports
documents icon
Supplemental Applications
documents icon
Statement of Values
documents icon
Inspection Reports
documents icon
Drivers License
documents icon
Driver List
documents icon
Fleet Schedule
documents icon
Premium Audits
documents icon
ACORD Forms
documents icon
Loss Run Reports
documents icon
Supplemental Applications
documents icon
Statement of Values
documents icon
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 more..
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50+ Document Types

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97% Accuracy

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Fraud detection

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, GDRP, CCA compliant

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Robust

Parsing over 30k documents every day

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Trusted

by over 100 financial and professional services firms