Discover how Donna can simplify your life as an insurance broker or agent.

Donna is the only proactive AI assistant for field sales teams. Whether you're meeting buyers or following up with leads, she captures every interaction—without adding to your workload.
On your way to the next visit, she shares a personalized briefing with key context on all previous interactions. After the visit, she takes care of CRM updates, logs notes, and drafts your follow-up emails—so you can focus on your customer, not your screen.

The result? 75% less admin time, better CRM adoption, more selling time and ultimately closing more deals.