Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
Ask Kodiak
by Superkick Ventures, LLC (Ask Kodiak)SalesforceFree
Search carrier appetite and eligibility data for commercial insurance opportunities in Salesforce.
PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Ask Kodiak for Salesforce adds carrier appetite and eligibility searches to a Salesforce instance. The Classification component searches markets using business details, location, revenue, business type, and other opportunity factors. The Appetite component shows the resulting markets with detailed carrier guidance from the Ask Kodiak app. An Ask Kodiak account is required.
Key capabilities
from the Salesforce AppExchange listingAppetite search
Searches carrier appetite information from within Salesforce.
Eligibility search
Searches carrier eligibility information within a Salesforce instance.
Opportunity classification
Classifies opportunities using business details, geography, revenue, business type, and additional factors.
Carrier guide display
Displays detailed carrier appetite guides alongside search results.
Who it's for
Commercial insurers, insurance agents, and insurance agencies.
In the catalog
642 plugins in Salesforce Platform · Finance
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«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 …»
Official marketplace listing
Marketplace
Publisher
Superkick Ventures, LLC (Ask Kodiak)
Updated on marketplace
Facts verified