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Ask Kodiak

Insurance appetite and eligibility for your clients, right in Salesforce.

Overview

Insurance agents need an efficient way to identify markets for their leads and opportunities. The way is Ask Kodiak, the #insurtech heavyweight champion, for helping agents find the right coverage for their customers.

See How Ask Kodiak Works

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.

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.