Resources

Information to help you improve your customer experience.

Videos

DONNA Explainer Video

DONNA Explainer Video

Watch this video to learn how DONNA can help independent agencies and brokers.

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DONNA Poster

DONNA Product Demo

This 2-minute product demonstration will provide you with an overview of DONNA.

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DONNA 15-Day Free Trail

Registering for a Free Trial

In this video, learn how to register your Agency for a 15-Day free trial of DONNA.

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Upcoming Webinars

Next Webinar - Coming Soon

Embracing Data to Grow Your Agency Webinar Series

Part 3 - Property Data 

More information will be coming soon.


 

Coming Soon

Embracing Data to Grow Your Agency Webinar Series

Part 4 - Risk Data

More information will be coming soon.

On-Demand Webinars

Extending Your HawkSoft CMS with DONNA Webinar

Extending Your HawkSoft CMS with DONNA

Learn how John Crawley, owner of JCA Insurance Services, was able to integrate his HawkSoft data with DONNA quickly and what the results have been for his agency.

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Customer Segmentation Webinar

On-Demand Webinar: Embracing Data to Grow Your Agency Webinar Series

Part 2 - Customer Segmentation 

Join David Ochser, Director, Strategic ISV Partnerships at Precisely, Jackie Vergne, Director of Customer Success from Aureus Analytics, and Leland Holcomb, Manager of Customer Success as they discuss the benefits of enriching your existing customer data with customer demographic data across categories such as home values, wealth, education level, and assets.

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Embracing Data to Grow Your Agency

On-Demand Webinar: Embracing Data to Grow Your Agency Webinar Series

Part 1 - Consumer Data

Join David Ochser, Director, Strategic ISV Partnerships at Precisely, Jackie Vergne, Director of Customer Success from Aureus Analytics and Leland Holcomb, Manager of Customer Success, as they discuss how enriching your existing customer data with consumer data will provide your agency with an extensive view of your policyholders.

The Data Angle

On-Demand Webinar: The Data Angle

Join Aureus Analytic's President and CEO, Anurag Shah and VP of Sales,Ron Shroyer along with Coverager and b atomic for a discussion on how insurance brokers and agencies are leveraging data to make informed decisions.

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Finding Diamonds in Your Backyard

On-Demand Webinar: Finding the Diamonds in Your Backyard

Join Chris ParadisoOwner of Paradiso InsuranceFrank SentnerPrincipal of Sentwood Consultingand Ron Shroyer, VP of Sales from Aureus Analytics, as they discuss how sentiment and predictive analytics can be used to grow your agency.

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Monthly news and information to help independent agencies improve their customer experience.