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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.
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