Catalyit Premium Provider Since April 2024 | Last Updated May 2024

DONNA is a data analytics platform that helps agencies increase customer retention, cross-sell revenue from existing customers, and customer loyalty. DONNA 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
$5M & above

30-45 days

Avg. Onboarding Time

How DONNA Helps Independent Agents/Brokers: DONNA provides out-of-the-box solutions focused on addressing the top concerns of independent agencies and their book of business. The DONNA 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.

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

Integrations: InsuredMine, ClientCircle, AgencyZoom, Tarmika

Partnerships: Applied, HawkSoft, Vertafore. View all partners.

Certifications/Awards: SOC 2 Type 2 Certified

Exclusive Catalyit Deal: The first 50 Full Access agency subscribers will receive a 25% discount. Expires July 4, 2024.

Key Features:

Videos:

Website: aureusanalytics.com/donna/catalyit

Contact: [email protected]

Headquarters: West Hartford, CT

Number of Employees: 33

Product Reviews

Are you a DONNA user? Share your experience and leave a review!

Chris P.
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"DONNA from Aureus, a program for the insurance industry and agency owners, is absolutely phenomenal. DONNA is a great tool for retention, customer experience, and, ultimately, in ensuring we take care of our clients. It's also a great tool for exploring alternative options within our existing business portfolio. Every insurance agent should be looking at their data and understanding their data because it's amazing what it can do for retention and for new business."
Greg S.
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"I love data! What I like about DONNA is the control I have over my data. The way DONNA helps to slice up data is really helpful, especially when dealing with carriers for an agency of our size. No other competitive product that gives insights into the customer."
Rob B.
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"In this world we live in right now, with the hard market and renewals cranking up, instead of having to renew and talk to everybody, I now can use DONNA to segment down and figure out which are the most important clients I need to work with and not worry about other clients. It's very very helpful. DONNA's looking at our renewals as they come in and looking at the clients that are most likely to be able to be cross sold."
Jack H.
Read More
"One of the biggest things that DONNA has done for our agency is it's really helped us to have the "RIGHT CONVERSATIONS" with our clients. Using the data that DONNA provides when my customer service team reaches out to a client, they're able to take the right approach that is necessary with that particular client. It's really changed the way we communicate with our clients for the better and helped dramatically with our attention. I would recommend anybody that's thinking about empowering themselves with data that their current systems just don't provide now that they reach out to DONNA and see what they can do to help them to get an advantage over their competition."
CJ H.
Read More
"One of its biggest impacts is how DONNA affects renewals. We decided that we're just going to do what DONNA tells us to do, and we are going to attack the accounts which DONNA says are low likelihood for retention. So, we attacked those and left the ones which DONNA said were going to retain. And in doing so, our PIF retention over the last year which has hovered around 90% which we thought was awesome, is now currently at 95%, it's really notable. All we're doing is instead of guessing which customers to contact, we use DONNA to tell us which ones are not likely to be retained and we should contact them first."
Chris P.
Read More
"DONNA from Aureus, a program for the insurance industry and agency owners, is absolutely phenomenal. DONNA is a great tool for retention, customer experience, and, ultimately, in ensuring we take care of our clients. It's also a great tool for exploring alternative options within our existing business portfolio. Every insurance agent should be looking at their data and understanding their data because it's amazing what it can do for retention and for new business."
Greg S.
Read More
"I love data! What I like about DONNA is the control I have over my data. The way DONNA helps to slice up data is really helpful, especially when dealing with carriers for an agency of our size. No other competitive product that gives insights into the customer."
Rob B.
Read More
"In this world we live in right now, with the hard market and renewals cranking up, instead of having to renew and talk to everybody, I now can use DONNA to segment down and figure out which are the most important clients I need to work with and not worry about other clients. It's very very helpful. DONNA's looking at our renewals as they come in and looking at the clients that are most likely to be able to be cross sold."
Jack H.
Read More
"One of the biggest things that DONNA has done for our agency is it's really helped us to have the "RIGHT CONVERSATIONS" with our clients. Using the data that DONNA provides when my customer service team reaches out to a client, they're able to take the right approach that is necessary with that particular client. It's really changed the way we communicate with our clients for the better and helped dramatically with our attention. I would recommend anybody that's thinking about empowering themselves with data that their current systems just don't provide now that they reach out to DONNA and see what they can do to help them to get an advantage over their competition."
CJ H.
Read More
"One of its biggest impacts is how DONNA affects renewals. We decided that we're just going to do what DONNA tells us to do, and we are going to attack the accounts which DONNA says are low likelihood for retention. So, we attacked those and left the ones which DONNA said were going to retain. And in doing so, our PIF retention over the last year which has hovered around 90% which we thought was awesome, is now currently at 95%, it's really notable. All we're doing is instead of guessing which customers to contact, we use DONNA to tell us which ones are not likely to be retained and we should contact them first."

DONNA Videos

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DONNA SentiMeter

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