# 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