Overview
Donna, developed by Dealside BV, is a proactive AI assistant built for field sales teams in insurance and financial services. The platform captures every client interaction, updates CRM systems automatically, and drafts follow-up communications, enabling brokers and agents to focus on advising customers rather than handling administrative tasks.
Headquartered in Ghent, Belgium, Donna operates from the Wintercircus tech hub and is expanding across Europe and the United States. The company was co-founded by Jonas Deprez and Nicolas Christiaen, both experienced SaaS entrepreneurs. Donna positions itself as the only proactive AI assistant purpose-built for brokers and advisors on the move.
The platform integrates with major CRM systems including Salesforce, SAP, Microsoft Dynamics 365, HubSpot, and Outlook, supporting both standard and custom CRM configurations. Donna operates in over 40 languages and claims to reduce administrative time by 75% while improving sales conversion by 20%.
Products & Services
Donna AI Assistant
A proactive AI assistant that automates field sales administration for insurance brokers and agents.
Key Features
- Automatic meeting note-taking for in-person and virtual meetings
- CRM auto-updates for contacts, opportunities, and quotes
- Proactive daily briefings and meeting preparation
- Follow-up email drafting and task management
- Sales coaching based on company playbooks
- Activity reporting and pipeline visibility for managers
Target Users: Insurance brokers, field agents, sales managers
Insurance-Specific Capabilities
Purpose-built features for the insurance industry workflow.
Key Features
- Client interaction capture throughout the policy lifecycle
- Portfolio review and renewal preparation
- Prospect meeting preparation with key insights
- CRM sync for policy and client data
- Support for custom CRM objects used in insurance
Target Users: Insurance brokers, agents, account managers
At a Glance
- Founded
- 2022
- Headquarters
- Ghent, Belgium
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Sales Enablement CRM Automation AI Assistant
- Insurance Verticals
- P&C Commercial Life & Annuity Group Benefits
- Target Customers
- Brokers, Agents/Agencies, Carriers
Customers
- Insurance brokerages and agencies
- Financial advisory firms
- Field sales organizations in insurance
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Last updated: 2026-03-25