Herald Changelog
The latest updates at Herald.
The changes below are Herald additions and updates that are backwards compatible. In the event of a change that may affect your integration with Herald, you'll be contacted in advance to ensure you have sufficient time to adjust. Read more in our guide to High Impact Changes at Herald.
Herald Added Defaulting and Native Email Quoting
We've been focused on developing, refining, and enhancing our commercial insurance APIs. While this update provides key highlights, more details will be shared soon. Stay informed about the latest features and improvements, with additional updates to come.
Effortless Insurance Applications with Herald's Autofill API
Say goodbye to tedious data entry! Herald's new Autofill API streamlines the insurance application process by instantly populating Herald applications with saved business data. Whether starting fresh or completing a partially filled application, Autofill ensures accuracy while saving valuable time. Elevate your workflow and boost efficiency with seamless integration—try it today!
Herald & Babbix Introduce Native Quoting in Outlook
Email remains a dominant tool for insurance brokers, but manual workflows slow down the quoting process. Now, Herald and Babbix are changing that. With native quoting inside Outlook, brokers can instantly extract key data from emails using Babbix’s AI-powered tools, while Herald submits that information to carriers—returning a panel of quotes as soon as they’re ready. No more back-and-forth emails or manual data entry. Easily integrate it into your existing platform or launch a new offering with zero new code required. Watch a demo here.
Introducing Developer Portal 2.0
Developer Portal 2.0
In March, we released our Developer Portal with full user management, which allows customers to add members of their company to integrate with Herald and monitor activity across all environments.
Next up, we are bringing you Developer Portal 2.0 (release to be announced soon via banner in Developer Portal 1.0), with more seamless customer experience and new features, including:
- Stateful stepper: enable users to refresh, update, and hit return on forms without losing progress
- Lag-free forms
- Dev mode toggle
- Developer mode toggle allows tailored front-end displays for different user types
- In non-dev-mode, users can view the application by section navigation or missing fields
- Other features
- Documentation now shown as a pop-up when users hit “Documentation” button on top right
- Default producer selection
New Management Liability Product
Herald launched 1 new integration for our Management Liability line of business, bringing our total supported Management Liability Products to 6.
Feature Enhancements & Bug Fixes
- We updated async quote response to show the latest quote summary file from carrier instead of all historical versions. Prior files will still be available via /files endpoint for retrieval
- We removed duplicated risk parameters for a BOP product
- We fixed a bug related to chained conditional logic to ensure that updates to upstream conditional parameters are properly reflected in all downstream logic
New dummy products & more customer experience enhancements
New dummy products: BOP & MPL
We’ve provided access to two new dummy products, 1 BOP and 1 MPL. This allow customers to interact with our application and products without needing carrier approvals.
Features & enhancements
We continued to enhance our products to offer a better customer experience. This week, we:
- Added default values for custom franchisee information questions in a certain cyber product application to ensure consistent broker experience across carriers
- Included underwriter contact information for one of our cyber products
- Enhanced a MPL product to stay in sync with new carrier referral responses
Bug fixes
- We fixed a bug related to our default value settings that previously caused us to return unresponsives for a certain ML product
- We fixed a bug related to our claims history question logic for a certain product to ensure that its customer experience is consistent with the rest of the cyber suite
Management Liability Async Quoting Support (and more)
Arch Management Liability Async Quoting
Asynchronous quoting describes when a carrier provides new information about a quote after the initial non-pending quote response.
Herald now supports async ML quote updates from Arch’s API. This update is part of Herald’s effort to ensure that async quoting is supported for all carriers that provide this feature for ML, and that Herald’s quote status always matches exactly to the carrier’s.
This means that when a non-pending status is received, Herald restarts polling or listening to webhooks to get any additional updates. Then, for customers using webhooks, Herald notifies via webbook any time a quote status changes. Webhooks are supported for all integrations (see webhooks documentation here for more details). Customers can also poll GET /quotes/{quote_id} for async quote updates.
Update to ML Bind Effective Date Conditionality
We made an update to one of our ML products to allow for bind to occur on a later date than quote. The effective date is now an optional parameter for quoting and a required parameter for bind for this carrier’s application.
Cyber Liability Question Set Update
We updated our cyber liability question set to reflect a change in a carrier’s application and stay in sync with our carriers.