Catalyit Talks DONNA.ai & vBots with Independent Agent

The Rundown

Catalyit's Director of Consulting, Casey Nelson, sat down with Rob Bowen, Founder of Patriot Insurance Group, to discuss how AI-driven tools like DONNA.ai and vBots are transforming agency operations by automating repetitive tasks and improving data accuracy.

The Context

• DONNA.ai helps with data enrichment and client analysis, providing deeper insights for decision-making.
• vBots automate data entry and system updates, reducing manual work and minimizing errors.
• High-quality data is critical—flawed inputs can undermine the effectiveness of these tools.
• The cost-effectiveness of automation: bots can handle routine tasks without fatigue, often cheaper than hiring additional staff.

Why it Matters

For insurance agencies, efficiency is key. By leveraging automation, agencies can reduce administrative burdens, improve customer service, and make data-driven decisions faster. As technology evolves, firms that embrace AI-powered tools will gain a significant edge in customer satisfaction and operational effectiveness.

Watch now to see how DONNA.ai and vBots can work for you!