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Ask Kodiak
Insurance appetite and eligibility for your clients, right in Salesforce.
- 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.
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Will not install
It will not install and I have contacted Salesforce and Applied support. Neither can install it either. : (
Easy Install, highly useful, great information.
The app is easy to install, a couple of quick tweaks and you are ready to go. Easy to use for production staff to pull NAIC codes and detailed descriptions. The link to carrier appetite indications makes it easy to get an overview of which carrier partners may write the program and the fact that you can simply click on the link to get to the carrier site makes it feel almost seamless. This is a great tool to have available.
Carrier Appetite Seamlessly Integrated Into SalesForce
Fast carrier appetite indications right at your fingertips. Flexible as it lets you evaluate appetite for a single opportunity or many at the same time. #TravelersEmployee
Must-have for insurance agents!
If you manage your insurance leads and opportunities in Salesforce, you need Ask Kodiak for Salesforce. Easy to read appetite from multiple carriers with a couple of clicks, all using the customer info already in Salesforce.
Excellent and Useful
The ability to see a carrier appetite on my leads and opportunities not only individually but in a bulk capacity! Very easy to use and informative.
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