Introducing Data Extractions (Beta)

Streamline quote-and-bind workflow with PDF extraction

Herald recently announced the launch of its Data Extraction feature to streamline the insurance quote-and-bind workflow by enabling brokerages to extract unstructured data from PDF documents—such as application forms—and integrate them into their systems

You can leverage the /data_extraction endpoint to post and retrieve data from PDFs that you upload via the existing /files endpoint. See step-by-step guidance here.

Note that /data_extraction is a beta endpoint. If you would like to request access to this beta release, please contact support@heraldapi.com.

Shareable links in HeRB

We’ve enabled customers to share links at every stage of the quote and bind process in HeRB. For example, you could easily share a link to a quote with your colleagues via email, or share with Herald customer success representative a bind application you need help with.

Additional feature enhancements and bug fixes

• We’ve added customer and agent facing tooltips to the appendix, allowing customers to view tooltips in the /application endpoint response
• We’ve simplified our /insurance_parameters relevance and combined identical conditionals for different products
• We’ve removed a set of conditional parameters for a carrier’s EPLI product to stay in sync with carrier requirements
• We’ve fixed a bug related to authorized vendor parameters for a Management Liability product
• We’ve fixed a bug related to re-rate flow
• We’ve fixed a bug related to a carrier’s MPL file failure in the new quote processor flow

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