Ask Kodiak
By Superkick Ventures, LLC (Ask Kodiak)Productivity
- Rating
- 4.3
- Reviews
- 6
- Pricing
- Free
- Listed since
- 2021
About Ask Kodiak
Insurance appetite and eligibility for your clients, right in Salesforce.
Ask Kodiak helps commercial insurers get organized to help agents, like you, understand the risks that those insurers want to write. You can always visit us at https://askkodiak.com for more information.
Ask Kodiak for Salesforce brings appetite and eligibility search into your Salesforce instance, delivering carrier appetite guides to you in real-time.
From the Classification component, search by business description, geography, revenue, business type, and over ten other opportunity factors across your favorite markets.
Your search results, along with detailed appetite guides, appear on the Appetite component. The guides are the same information that carriers are currently providing on the Ask Kodiak app.
Fewer open tabs. More carrier appetite.
Highlights
- Instant indication of carrier appetite straight from the carriers themselves, right in Salesforce. The Ask Kodiak app helps your agency streamline commercial insurance placement based detailed, real-time guidance.
- An Ask Kodiak account is required. Create one for free at https://askkodiak.com
- Installation is easy, and the app is designed to work well now matter how much you've customized your layouts. Follow the three steps outlined in the videos above to get started.
Screenshots
Image 1 of 5
Pricing
Free.
Compatibility
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Not supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on May 27, 2021
- Languages
- English
More Productivity apps
The most reviewed Productivity apps on the AppExchange, to compare before you choose.