DONNA Product Updates

July 2020

Donna | New rules and predictions

New and Enhanced Predictions

Here at Aureus, we’re constantly building in more rules and predictions to make your DONNA generated predictions even more data-powered and impactful for your agency. Our newest update comes with loads of new rules and predictions for customer retention, cross-sell and upsell to help you boost retention and sell more policies. 

Donna | Service desk ticket reopen option

Service Desk – Ticket Reopen Option

Reopen a service ticket that was previously marked as "Resolved" by our support team.

Reopen Ticket

 

Donna | Video guide and tutorials

Video Guide and Tutorials

We've developed a series of help videos to explain how to use all of the aspects of DONNA and find quick and easy support. Video Tutorials can be accessed directly inside DONNA from within the menu.

Video Guide and Tutorials

 

Donna | User profile - add a profile picture

User Profile – Add a Profile Picture

You can now upload a profile photo in DONNA to spruce up your profile!

4. User Photo(1)

 

Donna | User management

User Management – Change user details and hierarchy

With this enhancement, Admin or CEO users can change the user details and hierarchy including role, designation, who the user reports to, and location.

5. Edit Users(1)

 

Donna | My portfolio and customer analytics

My Portfolio and Customer Analytics – New Line of Business Column

New LOB column added into the my portfolio and customer analytics tables for:
1. P – Personal lines
2. C – Commercial lines
3. B – Both
4. O – Other

6. LOB Column((1)

 

Donna | My portfolio and customer analytics

My Portfolio and Customer Analytics – New sorts and filters

Users can now sort by Line of Business and policy type to ensure you can find relevant policyholders even faster.

7  Policy Type Filter

 

Donna | Carrier analytics - addition of LOB filter

Carrier Analytics – Addition of LOB filter

Users can now analyze and filter carriers based on Line of Business.

8. LOB filter

 

Overview Video

Watch this 3-minute video for a quick update on the eight new features added to DONNA.

Product Updates July 2020