# Heron Data

> AI\-powered document automation platform for insurers and lenders

## At a glance

| Field | Value |
| --- | --- |
| Category | Document Management |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | New York, NY, USA |
| Founded | 2020 |
| Stage | Growth |
| Employees | 51-200 |
| Funding | Series A |

## Overview

Heron Data is a document automation platform that uses AI and machine learning to streamline intake, data extraction, and enrichment workflows for insurers, carriers, MGAs, and lenders. The platform automates the processing of 50+ document types including ACORDs, loss runs, statements of value, supplemental applications, and financial documents, handling both structured and unstructured input sources.

The company's platform processes 350,000+ documents weekly across six core modules: intake consolidation, AI-powered data extraction, ML-driven enrichment, automated decision-making checks, workflow analytics, and real-time CRM synchronization. Customers report cutting submission-to-decision time by 60% and automating over 80% of inbound triage workflows, eliminating thousands of human hours weekly.

Founded in 2020 and based in New York, Heron Data is Y Combinator-backed and raised USD 16M in Series A funding from Insight Partners in July 2025. The company serves 130+ organizations across insurance, lending, and financial services, with notable customers including FundThrough, Elevate Funding, Clearco, SmartBiz, and others. Heron was named to CB Insights' Insurtech 50 list of most promising startups in 2025.

## Products & services

### Heron Platform

The core document automation platform provides end-to-end document processing with six integrated modules:

**Key features:**

- Multi\-source document intake \(email, bulk upload, APIs\)
- AI\-powered data extraction from 50\+ document types
- Support for scanned and handwritten documents
- ML\-driven data enrichment and validation
- Automated policy evaluation and decision rules
- Real\-time CRM and system synchronization
- REST API for programmatic integration
- Workflow analytics and performance metrics

*Target users:* Underwriting teams, MGA operations, carrier intake departments, wholesale brokers, lenders

## Category & focus

- Subcategories: OCR, data extraction, document classification, CRM integration
- Insurance verticals: P&C, Specialty
- Target customers: Carriers, MGAs, Brokers, TPAs

## Notable customers

- FundThrough
- Libertas
- Pirs Capital
- VOX Funding
- Elevate Funding
- Clearco
- SmartBiz
- Olympus Lending
- Pathpoint

## Links

- Website: <https://www.herondata.io>
- Directory profile: <https://insurtechlist.com/companies/heron-data/>
- Blog: <https://www.herondata.io/blog>
- Linkedin: <https://www.linkedin.com/company/heron-data>

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*Last updated: 2026\-06\-14*