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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

Spend less time on repetitive data entry, spend more time binding business. 130+ Companies Trust Our Tech.

Insurance
Insurance

Go To Market in Half the Time: How Trivora Built a Cyber MGA Using Heron

0 UAs hired

- Trivora launched without manual intake staff

<5 minutes

from submission to quote for auto-eligible risks

“We’re turning around quotes at least 12 hours faster than any of our competitors so far. That kind of speed is a real differentiator in cyber today.”

Amy Kucensky
— 
Amy Kucensky
SVP of Technology and Business Operations
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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

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

Celeste Di Bartolo
— 
Celeste Di Bartolo
Director of Operations
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Insurance
Insurance

Scaling Smart: Aurenity Doubles Submission Capacity and Reclaims 1,000+ Team Hours with Heron

4+

minutes saved per submission

submission capacity without increasing headcount

— 
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How Customers Leverage Heron to Turn Around Quotes Faster

InsuranceInsurance

Designed to Speed Up Your Underwriting

Receive
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Receive

Receive

Send us any case file or document via email forwarding, API, or bulk upload.

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
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

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 case management system (CMS) without having to open your inbox or review any files.

Lines of Business We Cover

Property
General Liability
Excess General Liability
Public Entity
Professional Liability
Auto Liability
Commercial Combined
Commercial Auto / Motor
Trucking (Fleet & non-fleet)
Property
General Liability
Excess General Liability
Public Entity
Professional Liability
Auto Liability
Commercial Combined
Commercial Auto / Motor
Trucking (Fleet & non-fleet)

and many more..

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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First Notice of Loss
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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
documents icon
Premium Audits
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First Notice of Loss

and many more..

Upcoming Events

Salesforce
Salesforce
Novidea
Novidea
Origami
Origami
Veruna
Veruna
Duck Creek
Duck Creek
Guidewire
Guidewire
Joshu
Joshu
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SchemeServe Logotype
Ask if we support your system!

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and many more..

Upcoming Events

See where you can meet us next — explore our latest news, connect with the team, and experience what we've been building.

ITC Europe
Conference
ITC Europe

A destination event designed for insurance leaders who want depth, clarity, and real connection.

Barcelona, Spain
26 - 29 May, 2026
Broker Fair 2026
Conference
Broker Fair 2026

Bringing together the commercial finance industry from small business lending, leasing, SBA lending, and more

New York City
1 June, 2026
Accelerant 2026
Member Summit
Accelerant 2026

A Gathering of Insights, Growth Opportunities and Community

Lisbon, Portugal
24 - 26 June, 2026

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 100,000 documents every day

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Trusted

by over 130 financial and professional services firms