Donna For Agents 1.0

DONNA is an AI-powered Data Analytics platform specifically developed for independent insurance agents and brokers. Its primary focus is to assist agencies in client retention and revenue growth by providing insights into existing customer relationships.

The platform is designed to be user-friendly, requiring no data entry, and is accessible to Agency Owners, Account Managers, Customer Service Representatives, and Producers within the organization. Advanced technologies such as artificial intelligence, machine learning, and natural language processing—tools typically restricted to large corporations and carriers—are now available through DONNA, enabling smaller agencies to leverage cutting-edge analytics.

Key functionalities of DONNA include:

• Measuring and enhancing the policyholder experience
• Improving customer retention rates
• Identifying opportunities to increase revenue from current clients

The application facilitates easy access to essential customer data and analytics, including:

1. Customer data search capabilities
2. Customer sentiment analysis via the SentiMeter
3. Recommendations for cross-selling and upselling
4. Identification of customers at risk of churn
5. Real-time alerts for key clients

Additional advanced features offered by DONNA include:

• External data enrichment to enhance knowledge about policyholders
• Seamless integration with common industry systems such as agency management, rating tools, CRM, and survey platforms
• Team performance analytics
• Carrier performance analytics
• Industry benchmarking capabilities

Several agencies utilizing DONNA have reported tangible business improvements within six months, including:

• A 6.43% increase in total in-force policy count
• A 23.01% improvement in the SentiMeter customer sentiment score
• An 8.18% rise in average premium per policy
• A 7.76% increase in average premium per customer
• A 3.5% growth in the average number of policies per customer