July 2020
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.
You can now upload a profile photo in DONNA to spruce up your profile!
With this enhancement, Admin or CEO users can change the user details and hierarchy including role, designation, who the user reports to, and location.
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
Users can now sort by Line of Business and policy type to ensure you can find relevant policyholders even faster.
Users can now analyze and filter carriers based on Line of Business.