Capabilities

End-to-End Automation for Every Document Touchpoint

Heron handles the entire lifecycle — from intake and extraction to enrichment, validation, and downstream delivery — so your team can move faster 
with fewer errors.

Intake - Receive & Classify

Ingest documents from any source, automatically organized. Email, portals, APIs — Heron Intake captures and classifies incoming files by type, eliminating manual triage.

Parsers – Extract & Validate

Extracts structured data from complex insurance and financial documents like ACORDs, Loss Runs, and SOVs. Handles noisy formats, handwritten forms, detects duplicates, and flags missing fields.

Enrichers – Normalize & Augment

Automatically enrich parsed data with third-party and internal sources — normalize vehicle data, assign NAICS codes, or add licensing and financial metadata.

Checks – Validations on SOPs

Apply business rules to flag inconsistencies in data, filter based on your policies or non-compliant entries — reducing rework and risk downstream.

Analytics – Data That Matters

Heron pulls out the operational and financial metrics buried inside documents — premiums, loss ratios, utilization rates, exposures, and more — ready to power underwriting, lending, and risk decisions.

Relay – Sync to Systems

Relay sends structured outputs to your CRM, policy admin system, or database — no CSVs, no rekeying, no delays.

Secure and Trusted

Independent, Enterprise-Grade Software You Can Trust

Independent

Not affiliated with one of your competitors

Secure

SOC2, GDPR, CCA compliant

Robust

Parsing over 100,000 documents every day

Trusted

by over 130 financial and professional services firms