Episode 241: Your Client Experience Drives Your Profit – With Thomas Mann of Aureus Analytics

16 Dec 2023 · 40 min
Episode

16 Dec 2023 · 40 min

0:00

Thomas Mann of Aureus Analytics discusses Donna, a platform that measures customer experience for insurance agencies using a Centimeter score instead of surveys. Since launching in April 2020, Donna has processed nearly $5B in premium and predicts which clients will renew, switch, or need coverage recommendations.

Questions this episode answers

April 2020.

Almost $5 billion in premium processed.

0 to 100.

81–100 = promoters (happy); 61–80 = neutrals; 60 and below = detractors (unhappy).

March 2022 as Director of Customer Success.

Chapters

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