Donna For Agents 4+

DONNA is an AI powered Data Analytics platform designed from the group up specifically for independent
Insurance Agents and Brokers. It is built for Agents who want to grow their agencies by retaining their
good customers and identify opportunities to grow revenue form their existing clients.
DONNA is a ZERO DATA ENTRY platform that is extremely EASY to use for Agency Owners, Account
Managers, CRS and Producers within the agency.
Advanced technologies like AI, Machine Learning, Natural Language Processing that have only been
leveraged by large corporates and carriers are now made accessible to Agencies by DONNA.
DONNA helps Agents and Brokers to
a) Measure and improve Policyholder Experience
b) Increase Customer Retention
c) Grow Revenue from Existing policyholders
The DONNA App makes it easy to:
a) Search for customer data
b) View Customer Sentiment Score (SentiMeter)
c) View Cross Sell & Upsell recommendations
d) Identify Customers at risk of Churn
e) Get Alerts for your key customers
Advanced features of DONNA include:
1) External Data Enrichment to know more about their policy holders
2) Ready Integrations into most industry standard systems - AMS (Agency Management
Systems), Rating Tools, CRM, Survey tools, etc.
3) Team Analytics
4) Carrier Analytics
5) Industry Benchmarking
Agencies who have used DONNA have seen business benefits like these in LESS than 6 months:
1. Increase Total InForce Policy Count: 6.43%
2. Increase in SentiMeter Score: 23.01%
3. Increase in Average Premium per Policy: 8.18%

4. Increase in Average Premium per Customer : +7.76%
5. Increase in Average Policies per customer: +3.5%