Allows your staff to quickly identify the most important actions that need to be taken to round out, retain, and renew your clients.
The simplified layout provides key information making it easier to digest and take the appropriate action.
Significantly improved analytics capability that deepens the already existed metrics while adding a completely new one.
Improved analytics include:
Newly added features identify and act on opportunities for new revenue generation without running and analyzing reports.
The module analyzes past data and generates automatic analytics for your agency including:
Tarmika is now integrated with DONNA for generating BOP quotes.
Quickly and easily remarket vulnerable small commercial clients with one click submission to Tarmika.
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:
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.
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.
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The Industry Benchmarking feature also compares how your business stacks up in terms of key business metrics including:
Now, for the first time, you can get a sense of how your business compares to other agencies in real-time!
DONNA V3.0 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.
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