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Have Questions?

Ask Kodiak

By Superkick Ventures, LLC (Ask Kodiak)

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

Free  

Never requires payment

Try It
Business Need
Productivity

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.

  • demonstration

  • Get Started - Step 1 of 3: Installation

  • Get Started - Step 2 of 3: Setup

  • Get Started - Step 3 of 3 Configuring

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
To be able to setup/install this package, you need to * be an administrator * familiar with adding components to record pages (Lead and Opportunity)

App Details

Version
Ask Kodiak for Salesforce/Stark 1.3.0
Listed On
06/21/2021
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 9
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/27/2021

Additional Details

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.

Need help?

Superkick Ventures, LLC (Ask Kodiak)

Winchester, MA, USA

Other ResourcesTerms & Conditions