Streamlined Intake for Commercial Lines

Heron Data helps MGAs and Carriers automate the intake process for broker submissions in Commercial Lines (Property, Fleet, Small Commercial, Workers Comp, D&O) and Specialty Lines (E&S, Agriculture, Parametric, Marine/Aviation)

  • Unmatched Accuracy: Achieve 98% document parsing accuracy, reducing errors and improving data reliability.
  • Lightning-Fast Processing: Convert submissions into reviewable underwriting files in under 2 minutes, accelerating your workflow.
  • Accelerated Quote Generation: Experience a 5x increase in quote generation speed, enabling quicker responses and better client satisfaction.
STEP 1

Ingest the submission

Heron supports ingesting submissions from multiple sources, including email, API, SFTP, and our dashboard. We handle all file formats, including PDF, Excel, JPG, Word, and ZIP.

STEP 2

Classify the files

Heron’s ML models classify the submission’s attachments into 50+ supported file classes. Multi-page documents are intelligently split into sub-files.

STEP 3

Extract and analyze

Heron’s in-house GenAI models, fine-tuned for insurance documents, extract structured data from submissions and generate the analytics to accelerate underwriting.

Extracted data is verified against the original documents to ensure accuracy and authenticity.

STEP 4

Validate and complete the submission

Heron’s automated broker correspondence automates the process of building a complete submission pack.

Heron ensures that a submission includes all necessary data points required for underwriting. If any information is missing, Heron will automatically correspond with the broker to retrieve the required details and documents.

STEP 5

Risk prioritization for pre-underwriting

Automatically rank submissions in the “ready for review” queue, prioritizing files based on completeness and adherence to underwriting guidelines, ensuring underwriters focus on the most important submissions first.

STEP 6

Push data to end systems

Heron pushes all data downstream to your downstream systems, such as Policy Administration Systems, CRMs, ERPs, and data warehouses.