Welcome to Herald

Strategic placement
at scale

Connected AI that helps insurance brokerages and carriers write more business together

Get started

Our Solution

The Placement System for the brokerage"middle office"

Placement is a revenue function, not a cost function.
Our Placement System empowers brokerage leaders to organize activity across the firm and enables specialists to place more business with less effort.

Our Platform

Workbench

Our intelligence engine is powered by insurance AI agent that has access to placement data across the enterprise and connectivity to your top markets.

Inbox

Our AI Agent meets brokerage users in their email inbox to extract client data and send submissions.

Data

Brokerages customize workflows using our best-in-class API:

See placement activity across the firm
Extract data from files and emails
Quote, bind, and issue policies

Connectivity

Connect with your key trading partners to place more business together

Carriers, MGUs, MGAs
Wholesale Brokerages
Program Managers

Workbench

Our intelligence engine is powered by insurance AI agent that has access to placement data across the enterprise and connectivity to your top markets.

Inbox

Our AI Agent meets brokerage users in their email inbox to extract client data and send submissions.

Data

Brokerages customize workflows using our best-in-class API

Extract data from files and emails
See placement activity across the firm
Quote, bind, and issue policies

Connectivity

Connect with your key trading partners to place more business together

Carriers, MGUs, MGAs
Wholesale Brokerages
Program Managers

Use cases

How top brokerages scale strategic placement

Ingest

Herald's Agentic Data Gathering drives Submission completeness

Extract client information efficiently and resolve data gaps upon intake.

Custom submission inboxes
Best-in-class data extraction
Agentic data gathering
Seamless integration to your systems

Close

Platforms who Use Herald Deliver active quotes nearly every time

Quote quickly and sell new business effectively

Real-time connections to top markets
Asynchronous quoting for referrals of high-risk business to underwriters
Inbox-native quoting

REnew

Automated re-marketing efforts reduce churn by over 64%

Extract client information efficiently and resolve data gaps upon intake.

Unified API-time connections to top markets
Volume-optimized rate-limiting and load management

Expand

Platforms who Use Herald Deliver active quotes nearly every time

Cross-sell new products to existing clients

Auto-fill profiles
Inbox-native quoting
Proposal delivery orchestration

Consolidate

Platforms who Use Herald Deliver active quotes nearly every time

Move business to your top carrier partners.

Coverage extraction and gap analysis
Support for amendatory endorsements
Custom questionnaire management

Security

Enterprise-grade

AI and digital infrastructure built for enterprise-grade security and scale.

99.9% uptime

Tested infrastructure you can trust in production and at scale.

Enterprise service levels and expert support

Service Level Objectives tailored to match your needs, executed by leading insurance technology experts.

SOC2 Type II Certified

Enterprise security, certified for your most sensitive and valuable data.

Questions?

Our team is happy to answer any questions you have about our ability to meet your requirements

Ask away

Strategic placement at scale

Start transforming placement today

Request a Demo

Welcome to Herald

Strategic placement
at scale

Connected AI that helps insurance brokerages and carriers write more business together

Get started

Our Solution

The Placement System for the brokerage"middle office"

Our Platform

Intelligence

Our intelligence engine is powered by insurance AI agent that has access to placement data across the enterprise and connectivity to your top markets.

Inbox

Our AI Agent meets brokerage users in their email inbox to extract client data and send submissions.

Data

Brokerages customize workflows using our best-in-class API:

See placement activity across the firm
Extract data from files and emails
Quote, bind, and issue policies

Connectivity

Connect with your key trading partners to place more business together

Carriers, MGUs, MGAs
Wholesale Brokerages
Program Managers

Intelligence

Our intelligence engine is powered by insurance AI agent that has access to placement data across the enterprise and connectivity to your top markets.