Bind in HeRB, machine-parsable quote relevance & more

Bind in HeRB

The bind feature is now available in Herald’s developer portal, allowing users to create a bind order from an active quote and retrieve policies.

Additionally, you are also now able to complete actions in the portal, which enables you to submit additional information to institutions after the policy has been created. It’s not uncommon for an institution to request additional information after providing a quote or policy, and actions allow you to submit this information.

HeRB supports two types of actions to interact with an existing policy: visiting a link provided by the institution or submitting an application (similar to how you submit a quote application). Read the step-by-step guide for completing actions here.

Parameters API Quote Relevance

As noted in our last changelog, we’ve recently introduced the GET/insurance_parameters endpoint to provide users with access Herald’s parameter information in a standardized, intuitive, and machine-ingestable format.

In the most recent release, we’ve added quote relevance (conditionality)  information of parameter to the response body, which enable developers to dynamically handle complex carrier underwriting rules. Please read more about how Herald approaches and standardizes conditionality here.

New quote processor rollout completed

As detailed in the recent high impact changes update, the new quote processor rollout to production is complete as of August 30, which will deliver faster quotes and an improved developer experience by processing files separately from quotes.

Feature enhancements and bug fixes

• We added additional tooltips to clarify carrier question definitions (e.g., long-term liabilities)
• We added agree-to parameters to a certain carrier’s application to separate text-heavy attestation statements from the rest of the application and enhance user experience
• We fixed a bug in our developer portal related to sharing application links

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