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Docs Home
Guides
The core principles of Herald.
Introduction
Getting Started
Introduction to HeraldErrors
Products
Overview
Producers
Overview
Proxies
How-to
Create + Manage Distributors
Create + Manage Groups
Create + Manage Producers
Connections
Overview
Connections Intents
Authentication Parameters
How-to
Create a Connection
Parameters
Overview
Parameter Relationships
Input Types
Sections
Data Cleaning
Flexible inputs
Getting Quotes
Classifications
Overview
Getting Classifications
NAICS Codes
Common Industry Codes
Applications
Overview
Dynamic Application
Quote Exits
Autofill
How-to
Build a Dynamic Application
Use Instances
Use Risk-Specific Coverages
Design a Front-End
Submissions
Overview
Flexible Submissions
Quotes
Overview
Statuses
Price Details
Data Coercion
Forms & Endorsements
Getting Policies
Bind Applications
Overview
Statuses
Policies
Overview
Getting Policies
Actions
Overview
Methods
Statuses
How-to
Complete Actions
More Products
Files
Overview
Getting Files
Upload Files
File Types
Developer Tools
Webhooks
Overview
Data Extractions
Overview
How-to
Extract data
Tools and Resources
Get up and running quicker
API Reference
Complete Herald API Reference

Learn about Herald

Guides

Everything you need to know about the core principles of Herald.

Tools and Resources

Take a look at our question library, Changelog, and interactive demos.

API Reference

Full reference documentation for Herald's API, with sample requests, sample responses, and mock calls.

Get to know Herald's API

Get Familiar with Herald
Quickstart Guide
Walk through creating your first submission and getting your first quote from Herald
Products
How to use insurance products
Producers
Set up distributors and producers, and connect them to products
Parameters
Learn about how Herald collects information using parameters
Getting Quotes
Classifications
Learn how to classify applicants with Herald
Applications
Create and fill out applications to get quotes
Submissions
Submit applications to institutions to get quotes
Quotes
Get quotes from individual institutions
Getting Policies
Binding Quotes
Create and fill out applications to request a policy
Policies
Get policies from institutions!

Product 101

Coming Soon: Learn about Heralds insurance offering, core product, and unique features.

The Launch Checklist

Ready to start integrating? Work your way through our launch checklist