Joined April 2024 | Last Updated May 2025

DONNA.ai is a data analytics platform that helps agencies increase customer retention, cross-sell revenue from existing customers, and customer loyalty. DONNA.ai processes data using its proprietary machine learning (AI) models and generates a SentiMeter® Score, as well as predictions and recommendations, for EVERY single agency customer.

Features & Quick Stats

Best for

PL & CL agencies with $5M+ Premium

5 ⭐Avg. User Rating
30-45 daysAvg. Onboarding Time

Key Features

How DONNA.ai Helps Independent Agents & Brokers

DONNA.ai provides out-of-the-box solutions focused on addressing the top concerns of independent agencies and their book of business. The DONNA.ai platform is the first and only product for independent agents that gives a real-time measure of customer experience and uses predictive analytics to anticipate future behavior of your clients. While there are other data analytics platforms for the Insurance vertical, none are currently predicting customer behavior.

Integrations

InsuredMine, ClientCircle, AgencyZoom, Tarmika, Zapier

AI Capabilities

The DONNA.ai Platform uses AI and machine learning to help agents predict the needs of their customers. DONNA.ai allows agents to improve client retention, streamline renewal process, and identify additional opportunities with existing customers.

Partnerships

Applied, HawkSoft, Vertafore. View all partners.

Certifications & Awards

SOC 2 Type 2 Certified

Enhancements & Additional Information

DONNA.ai Videos

Catalyit Talks DONNA.ai & vBots with Independent Agent
Catalyit Talks DONNA.ai & vBots with Independent Agent

Catalyit Talks DONNA.ai & vBots with Independent Agent

Catalyit Coffee Chat with DONNA.ai
Catalyit Coffee Chat with DONNA.ai

Catalyit Coffee Chat with DONNA.ai

DONNA.ai Product Spotlight
DONNA.ai Product Spotlight

DONNA.ai Product Spotlight

DONNA.ai Resources

DONNA Partners with vBots to Bring RPA-Driven Analytics Directly into Your AMS

DONNA Partners with vBots to Bring RPA-Driven Analytics Directly into Your AMS

August 22, 2024 1 min read
The Power of AI-Driven Data Insights

The Power of AI-Driven Data Insights

May 20, 2024 3 min read
Catalyit Welcomes DONNA as Its Newest Premium Solution Provider

Catalyit Welcomes DONNA as Its Newest Premium Solution Provider

May 19, 2024 2 min read