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.
Dynamic Application Updates
Updates to the dynamic application API
We released a handful of new features to our dynamic application endpoint. All of these features support building a more structured, cohesive application-filling experience.
- Ordering: Across our insurance products we have mapped nearly 1,000 (deduplicated) questions, in the form of risk and coverage parameters, that may need to be submitted on an application. We recently made changes to improve the order in which we organize these parameters. We improved this order based on industry standards, the intent of the parameter, and a number of other factors. Learn more about our approach to ordering by reading the docs and our appendix.
- Sections: In addition to establishing the order in which we return parameters, we have also categorized each parameter into an individual [.h-code]section[.h-code]. Every parameter now belongs to a [.h-code]section[.h-code] such as Basic Information (for parameters such as Name and Email), or Risk Information (for parameters specific to the applicant’s risks). A [.h-code]section[.h-code] is provided for each risk and coverage parameter in both the application response and the appendix. Read more about sections here.
- Currency: We have added [.h-code]currency[.h-code] as a new input type. This input type allows you to add unique styling to parameters that expect a currency.
New Cyber Product
This week we integrated a new Admitted Cyber product. This integrations bring us to a total of 31 supported products, including 8 Cyber products.
Fixes and Improvements
- We added a special kind of validation to our risk parameter for industry classification to confirm that the value submitted is a valid Herald Index Entry code.
- We fixed a bug that prevented users from making GET /producers requests when using [.h-code]external_id[.h-code] as a query parameter.
- We deprecated the [.h-code]text[.h-code] property in our application response, which was previously replaced with the [.h-code]parameter_text[.h-code] object that includes agent-facing and applicant-facing text.
- We expanded our [.h-endpoint-link]/classifications[.h-endpoint-link] endpoint to support querying to multiple 2017 NAICS codes at once.
30 API Integrations
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Two New Products
We launched two new insurance products this week: one Business Owners' Policy (BOP) and one Cyber Insurance. These integrations bring us to a total of 30 supported products, including 7 supported Cyber products and 6 supported BOP products.
Fixes and Improvements
- Updated error messaging to be more user friendly in cases when the Herald database goes down or a risk/coverage parameter isn't in the proper [.h-code]object[.h-code] format.
- Added a new coverage for an existing Workers' Compensation integration.
Demo Products and New API Integrations
Demo Products
In November 2021 we introduced a demo surplus lines General Liability product that allows developers to explore Herald's API prior to getting carrier approvals for (real) products. This week we launched 3 new demo products to give developers access to more API functionality that they will encounter for multi-product submissions across different lines of business.
These products will have all of the same functionality and features that are available for real carrier products. The features below weren't previously available for Herald's demo products:
- The [.h-endpoint-link]/files[.h-endpoint-link] endpoint announced last week allows customers to generate mock files for each product.
- The new demo product appendix will contain information only relevant to the Herald demo products.
- Customers can use the [.h-endpoint-link]/classifications[.h-endpoint-link] endpoint to search for industries and NAICS codes.
Three New Products
This week we launched 1 new line of business (Tech E&O) and 2 new Miscellaneous Professional Liability (MPL) products. These integrations bring our total number of supported products up to 28 across 8 lines of business.
Our current Tech E&O integration is an admitted product that is bundled with Cyber insurance. Future integrations will offer Tech E&O as a standalone product.
Fixes and Improvements
- Added missing input validations to the Herald Appendix and the [.h-endpoint-link]/applications[.h-endpoint-link] endpoint.
- Fixed a bug where we were incorrectly returning an [.h-code]unresponsive[.h-code] status for certain class codes.
- Updated the name of the Herald General Liability product which can be found in the [.h-endpoint-link]/products[.h-endpoint-link] endpoint.