DONNA.ai Demo

The Rundown

DONNA.ai, an AI-powered platform tailored for independent insurance agents and brokers, is redefining how agencies grow — with zero data entry required.

The Context

• The platform plugs into existing agency management systems, offering a hands-free approach to data input.
• A new dashboard adds tactical interactivity to help agents spot opportunities faster.
• DONNA’s AI tools surface sentiment scores, predictive analytics, and cross-sell/upsell suggestions.
• A standout is the new “wallet share indicator,” which flags clients who may be underinsured or insured elsewhere.

Why it Matters

Independent agencies often sit on a goldmine of client data — but don’t have the time or tools to use it. DONNA’s approach automates that intelligence, helping agents retain more business and sell smarter.

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