Ask Kodiak logo

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

easily find the right NAICS code for a customer

Image 1 of 5

easily find the right NAICS code for a customer

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

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