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Docs Home
Guides
The core principles of Herald.
Introduction
Getting Started
Introduction to Herald
Errors
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 select_one inputs
Getting Quotes
Classifications
Overview
Getting Classifications
NAICS Codes
Common Industry Codes
Applications
Overview
Dynamic Application
Quote Exits
How-to
Build a Dynamic Application
Use Instances
Use Risk-Specific Coverages
Design a Front-End
Submissions
Overview
Quotes
Overview
Statuses
Data Coercion
Getting Policies
Bind Applications
Overview
Statuses
How-to
Build a Bind Application
Bind Orders
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
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
Bind Applications
Create and fill out applications to request a policy
Bind Orders
Submit bind applications to institutions to get 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