The Upgrade of DONNA is Underway!

We apologize for the inconvenience, but DONNA will be unavailable from:

THURSDAY AUGUST 12th @ 10:00 PM EDT -

MONDAY AUGUST 16th @ 7:30 AM EDT

Check out some of the key highlights below of the new and improved DONNA:

1-Click Recommendations

Allows your staff to quickly identify the most important actions that need to be taken to round out, retain, and renew your clients.

• Easily access recommendations for increasing Retention, Round-Out and Renewal
• Refined Personal Lines recommendations
• Expanded and refined commercial lines recommendations

New Customer QuickView

The simplified layout provides key information making it easier to digest and take action on.

The widget analyzes past data and generates automatic business forecasts for your agency including projected:

• For getting an overview of key customer information and opportunities

Deep Analytics

Added efficiencies and effectiveness. Identify and act on opportunities for new revenue generation without running and analyzing reports.

The widget analyzes past data and generates automatic business forecasts for your agency including projected:

• Customer and revenue opportunity metrics
• Identify customer trends
• Ready insights to identify unique revenue opportunities

Integrations

Tarmika - for generating BOP quotes.

Quickly and easily remarket vulnerable small commercial clients with one click submission to Tarmika.

Business Forecast and Simulation Widget - Foresight

The newly launched Business Forecast & Simulation Widget analyzes your past business performance and uses your unique data to generate business forecasts. Using this tool you can accurately plan and proactively implement strategies to influence your outcomes.   

The widget analyzes past data and generates automatic business forecasts for your agency including projected:

• Rolling Renewal Premium: Premium that you had over the last 12 months (YTD) that rolls over to the next month
• New Business Premium: Annualized premium added in that month
• Cancellation Loss: Annualized premium lost due to cancellation of policies in that month
• Non-Renewal Loss: Annualized premium lost due to Non-renewal of policies due for renewal in that month.

Inside Foresight, you can also test out the impact of various events on your business by altering the AI models to take into account multiple future scenarios using our Scenario Simulation widget. 

Industry Benchmarking

Interested in understanding how your business performance compares to your peers? Using Donna's new Industry Benchmarking tool, you can quickly and easily gain perspective on your business zoning in on areas where you under and over-perform and coming strategies to address them. 

DONNA's Industry Benchmarking allows you to analyze and compare your agency's customer experience to other agencies.

The Industry Benchmarking feature also compares how your business stacks up in terms of key business metrics including:

• Policies per customer
• Written premium per customer
• Customer tenure
• Policy counts
• Top carriers

Now, for the first time, you can get a sense of how your business compares to other agencies in real-time! 

Data Enrichment Portal

DONNA 3.0 also brings more client insights and actionable client data directly to you through our Data Enrichment Portal.  

Using our external data we'll let you know if your client Tom may have bought a boat or if your client Penny may have additional household members and suggest proactive steps you can take to grow your relationship with them.  

This new feature gives you easy access to all the external data DONNA provides you and allows you to analyze, filter, and sort the data so you can better leverage the information to improve client experience and grow your business.