Case Studies

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

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

[Read customer story
\

“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
SVP of Technology and Business Operations

Insurance

How Heron helped Pathpoint automate inspection report workflows and scale effectively

4x

intake volume without adding headcount

100

human hours saved per week

[Read customer story
\

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

—
Ania Gradzka
Product Manager

Insurance

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

4+

minutes saved per submission

2×

submission capacity without increasing headcount

[Read customer story
\

How Customers Leverage Heron to Turn Around Quotes Faster

Designed to Speed Up Your Underwriting

1.

Receive

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

2.

Classify

Automatically organize files into relevant document types without manual effort

3.

Parse

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

4.

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!

5.

Evaluate

Check applications against your policies, enabling auto-declines, automated policy checks, or requests for additional information.

6.

Sync

Seamlessly populate new records into your case management system (CMS) without having to open your inbox or review any files.

Instantly Parse and Validate Every Document Driving Your Business

Document Types

  • ACORD Forms
  • Loss Run Reports
  • Supplemental Applications
  • Statement of Values
  • Inspection Reports
  • Drivers License
  • Driver List
  • Fleet Schedule
  • Premium Audits
  • First Notice of Loss

Integrate Directly With Your Agency Management Systems, Policy Administration Systems & CRMs

Secure and Trusted

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