April 10, 2025
3 min read

Herald Launches Batch Quoting Capabilities

New York, NY – April 10, 2025 – Quoting commercial insurance can take hours to days. A marketing team getting access to several quotes for one insured can be a tedious process already. Now extrapolate that to an entire book of business; days spent by operations teams simply entering information and communicating via email with their appointed carriers.

That’s where Herald comes in. As a leading connectivity layer for commercial insurance, Herald empowers brokerages to quote automatically and at scale. With our batch quoting capabilities, you can now quote entire books of business in just minutes –transforming tedious manual tasks into fast, seamless processes. This means quicker remarketing, higher renewal rates, and, most importantly, stronger, more meaningful client relationships.

Herald Transforms Batch Quoting for Brokers


Remarketing an entire book of business used to be a slow, manual process. Herald changes that with a seamless, API-driven solution that fits right into your workflow. Here’s how it works:

  • Extract Data: Download client data from your AMS or CRM.
  • Send Data to Herald: Herald will launch the script to pull quotes from preselected carriers.
  • Fill in Gaps: Herald’s smart engine auto-fills any missing data.
  • Receive quotes in whichever format works for your team: Get quotes for your entire book of business as email, spreadsheets or directly into your system of record.

TA-DA! In minutes, you have a comprehensive set of quotes to review and present to your clients.

Why Bulk Quoting is a Game-Changer


With Herald, bulk quoting eliminates time-consuming tasks, transforming your workflow into a fast, scalable process. Here’s what it means for your brokerage:

  1. Increase renewal rate: Quickly offer competitive options to keep clients happy.
  2. Sell more into each account: Suggest new insurance options that insureds may otherwise not get.
  3. Efficiency & Scalability: Get quotes faster and manage more renewals without increasing overhead.

Real Results for Brokers and Insureds


For brokers, Herald enables you to focus on what matters – delivering personalized advice, increasing renewal rates and winning more business. For insureds, this means broader options and ultimately better premiums.

A Future Powered by Connectivity


Currently focused on cyber insurance, Herald’s bulk quoting is just the beginning. As the company expands to other lines of business, brokers will have even more tools to scale and simplify their operations.

"Herald’s batch quoting capability is more than just a feature – it’s a gateway to a more efficient, client-focused insurance industry," said Matt Antoszyk, CEO of Herald. "Our goal is to empower brokerages to grow their book of business by removing friction and unlocking new opportunities through better technology."

Ready to transform your brokerage with batch quoting? Contact us now and let’s get started!

About Herald


Herald is revolutionizing commercial insurance by delivering a unified API platform that connects brokers to a growing roster of more than 35 carriers across 80+ insurance products. Herald’s solutions are designed to meet brokers where they are—whether through AMS, CRMs, custom tools, or even email—empowering them to operate with greater speed, flexibility, and focus.

Contact:

Ben Shaw
Communications
hello@heraldapi.com