Case Study: Pathpoint automates inspection report workflows and scales with Heron Data

Pathpoint saves 100 hours a week with Heron Data

Pathpoint, a digital insurance wholesaler, faced significant challenges in scaling its operations due to a highly manual process for reviewing property inspection reports. This workflow consumed over 100 person-hours weekly, was prone to human error, and was becoming unsustainable as the company's policy volume grew 4x year-over-year. To address this, Pathpoint partnered with Heron Data to automate the extraction and comparison of key data points from these documents.

Heron Data implemented an automated solution that integrated directly with Pathpoint's Salesforce instance, eliminating the need for manual review. The Heron platform extracted data from inspection reports, matched them to the original applications, and identified discrepancies with high accuracy. This automation saved Pathpoint 100 hours per week, improved review consistency, and allowed the company to handle its 4x growth in intake volume without having to hire 2-3 additional full-time staff.

Pathpoint