ApproveThis manages your DONNA Integration approvals.

When Data Meets Decisions

Let's get real - insurance teams aren't exactly hurting for data. They're drowning in it. DONNA's AI-powered insights show you the cross-sell opportunities, client risks, and campaign gold... but then what? Cue the email chains, the missed SLAs, and that one VP who's always on vacation when you need a signature.

ApproveThis fixes the "then what" by turning DONNA's alerts into actionable approvals. We're talking about automatically routing those critical insights to the right people, with the right context, in the right order. No more chasing down decision-makers or wondering where things stand.

Why This Combo Doesn't Just Work - It Wins

This integration isn't about replacing your existing tools. It's about making them actually useful when decisions need to happen fast. Here's what changes:

Kills Data Silos Before They Form

DONNA spots the opportunity → ApproveThis immediately gets the right eyes on it. Underwriters see policy change requests with risk scores attached. Marketing leads get campaign ideas pre-vetted by compliance. No more "Oh, I didn't know that was waiting on me" moments.

Approvals That Keep Up With Real-Time Insights

DONNA's rolling 30-day trends? ApproveThis can auto-approve routine stuff based on thresholds you set, while flagging anomalies for human review. Teams move faster without blowing past guardrails.

External Partners Actually Participate (Shocking, We Know)

ApproveThis approvers don't need a DONNA login. Send that premium adjustment to the client's CFO via email, let them approve/deny right there, and auto-update your systems. No more "Can you resend the report?" back-and-forth.

Use Cases That Don't Suck

These aren't hypotheticals - they're what happens when you stop forcing insurance pros to be messenger pigeons between systems.

Cross-Sell Campaigns That Don't Die in Committee

DONNA flags a home insurance client with 2 cars → Triggers an approval request to launch an auto policy campaign. Marketing gets the greenlight same-day because ApproveThis:

• Routes it to the compliance lead first (auto-attaches disclosure docs)
• Then to the CMO if budget over $X
• Uses vacation delegation so approvals don't stall

Real impact: A regional agency cut campaign launch time from 11 days to 2.

Policy Adjustments Without the Paperwork Avalanche

DONNA's risk model updates → ApproveThis triggers multi-step approvals with calculated fields. Example:

• Underwriter gets request with new risk score + premium calculation
• If denial, auto-notifies agent + creates service ticket
• If approved, auto-generates client docs

Real impact: One carrier reduced processing errors by 40% in 6 months.

Compliance Audits That Don't Make Everyone Hate You

DONNA identifies non-compliant client records → ApproveThis routes to legal, then client success. Every denial/approval is tracked with comments, perfect for audit trails. Use approval thresholds to auto-flag high-risk cases for exec review.

Setting This Up Without Losing Your Mind

If you can make a Zapier account, you can do this. Seriously.

1. Connect DONNA to Zapier: Use Zapier's DONNA triggers (they handle the API stuff)
2. Pick Your Trigger: "New Record in Insight" is the big one for approvals
3. Map Fields to ApproveThis: DONNA's data → Approval request form. Pro tip: Use calculated fields to auto-add risk scores or premium changes
4. Set Approval Rules: Who approves what, in which order, with what thresholds. Takes 10 minutes if you know your process

Biggest mistake teams make? Overcomplicating the first workflow. Start with one DONNA insight type, get it smooth, then expand.

Which Teams Actually Care (And Why)

Underwriting Teams

Stop being the bottleneck. Set thresholds where low-risk adjustments auto-approve, medium ones go to senior staff, high-risk escalates. ApproveThis shows auditors exactly why each decision was made, when, and by whom.

Marketing/Sales

DONNA finds the lead → ApproveThis checks if the campaign budget is approved → If yes, auto-adds to outreach queue. No more waiting for finance to email back "Looks good" on every $500 spend.

Client Success

Renewal proposals from DONNA → ApproveThis routes to client's decision-maker via email. They click approve, it auto-updates your CRM. No logins, no portals, no "Can you send that again?"

The Part Where We Tell You to Try It

ApproveThis isn't another system to manage - it's the glue between DONNA's brains and your team's decision-making. You get:

→ Faster approvals (obviously)
→ Less compliance anxiety
→ External partners who don't ghost you
→ Processes that scale without adding headcount

Get your free ApproveThis account, connect it to DONNA in Zapier, and automate your first approval flow in an afternoon. Or book a demo if you want to see how other insurance teams set this up without the trial-and-error.

Either way, stop letting great data go stale waiting on approvals. Your competitors aren't.

FAQs From People Who Hate Reading

Q: Do approvers need a DONNA login?
A: Nope. Approve via email or our portal. External clients never see your internal tools.

Q: What if we have complex approval chains?
A: We do nested approvals, conditional branching, and parallel reviews. If your process can be flowcharted, we can automate it.

Q: How's this different from DONNA's built-in alerts?
A: Alerts notify. ApproveThis ensures someone acts on them, tracks who's responsible, and updates other systems automatically.