DONNA 2.0 Product Updates

October 2020

Business Forecast and Simulation Widget - Foresight

Business Forecast and Simulation Widget - Foresight

Foresight

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 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. 

Billing Integration

Industry Benchmarking

Industry Benchmark Customer Experience

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.

Industry Benchmark Business

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
And more!

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

Dashboard Enhancements

Data Enrichment Portal

DONNA 2.0 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.

Data Enrichment Portal

 

Overview Video

Watch this 3-minute video for a quick update on the new features and enhancements added to DONNA V2.0.

DONNA 2.0 MAJOR Release Notes