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About Aurenity
Aurenity is a tech‑enabled Excess & Surplus MGA focused on specialty Property and Casualty lines. They combine underwriting expertise with modern tools to deliver superior quoting outcomes. In late 2023, Aurenity was receiving more than 2,000 submissions per month and sought to quote a larger share without expanding intake staffing.
The Opportunity
Strong broker relationships meant submissions were consistently flowing in. The challenge was scaling review and quoting while maintaining speed, accuracy, and consistency. Before Heron, each submission was processed manually by Aurenity’s BPO partner and supported by underwriters. This work included opening documents, extracting key information, and entering data into the core system — all of which was time‑intensive.
Aurenity wanted a technology‑driven solution that could automate submission intake, apply business rules to triage opportunities, and deliver structured, high‑quality data directly into the core system for underwriter review.
Why Heron
Heron offered a high‑quality parsing and enrichment platform that aligned with Aurenity’s workflow. Its implementation was lightweight, producing cleaner outputs and integrating seamlessly with the core system.
Heron’s Solution
Aurenity deployed key Heron capabilities to automate intake, reduce manual effort, and improve data quality:
- Heron Intake
- Email and attachment parsing to identify line of business and sort documents
- Submission filtering to deprioritize incomplete or duplicate submissions
- Heron Parsers
- Line‑specific data extraction from various document types
- Data normalization to ensure consistency and match CRM requirements
- Heron Enrichers
- Address validation and enrichment with geocoding data
- Heron Relay
- Direct delivery of structured data to the core system
- Automated underwriter routing based on line, broker, or program rules
Heron’s automation mirrored Aurenity’s page‑by‑page clearance process, enabling intelligent triage and seamless delivery of clean, structured data for quoting.
Results
- 1,000+ Hours Reclaimed annually: Freed capacity across both BPO and underwriting teams, allowing focus on higher‑value analysis and QA.
- 2× Submission Capacity: Aurenity doubled the number of submissions it could process and quote — without adding headcount.
- Improved Data Quality: More granular, complete, and consistent rating inputs reduced rework and accelerated quoting.
- Cleaner Pipeline: Automated triage filtered out poor‑fit submissions early, ensuring underwriters spent time only on viable opportunities.
Looking Ahead
Heron is now embedded in Aurenity’s intake operations, supporting scalability as submission volume grows. With faster, cleaner data flowing into the core system, Aurenity can quote more, key less, and maintain responsiveness for brokers.