Skip to content

Applied Systems acquires Planck to drive value in the next-generation of the digital roundtrip of insurance. Learn More

 
 
 
 

Independent agencies are key components of distribution, so it’s important to make it easy for them to do business with you. And let’s face it: making calls, asking co-workers, and flipping from portal to portal to understand your appetite and find products that match your risks isn’t exactly easy. It can also lead to missing out on the business you want to write.

At the same time, you need a way to keep your appetite communication current without updating a million places. Meet Ask Kodiak®, a commercial risk appetite and eligibility platform that centralizes commercial appetite and eligibility for real-time promotion to current and new distribution partners. It makes your commercial products easy to see and access in the daily tools that independent agents use, such as management systems, comparative raters, mobile apps, and web portals.

Looking for Ask Kodiak for Agents? Learn more here.

Key Benefits

  • Easily maintain and communicate an ever-fluctuating appetite

    Enter your appetite once to connect across the distribution network. Your agents will have real-time access to consistent appetite and eligibility guidelines as products expand. With Ask Kodiak, you can ensure your appetite is always accurately represented.

  • Improve market visibility

    Improve market visibility Help agents easily find your market appetite, eligibility, and product highlights, such as collateral, underwriting guidelines, and state-specific variations. Reduce reliance on outdated printed guides and other inefficient, costly paper processes.

  • Write profitable, more desirable business

    Focus on submissions that align with your business goals to save time and resources. Gain insights into agency demand, appetite views, top-ranking profiles, and agent search trends to enhance product development.

 

What's New

Add Agency Notes

Add notes to eliminate time spent researching each agency request and easily track agency information and trust requests so you don’t have to repeat the process with every request. Add notes such as whether they’re appointed with you or not, what level agency they are (e.g., gold, silver, platinum), what special authorities are given to that agency or when the agency requests to be trusted on Ask Kodiak.

Visit the Product Hub to see more of what’s new.

Capabilities

  • Product Customization

    Easily add and edit product descriptions, classifications, underwriting guidelines, collateral, eligibility, and how this information is displayed to agencies, all through a simple self-service tool.

  • NAICS and SIC Compatibility

    Define classifications using the 6-digit NAICS code and sub-descriptions, allowing you to map products against over 20,000 data points.

  • Agency Searchable Interface

    Agents can enjoy a Google-like search experience to quickly explore markets based on customer risks..

  • Pre-Built Agency System Integrations

    Seamlessly integrate appetite into agents’ daily workflows with over 10 technology partners, including management systems like Applied Epic®, EZLynx®, Zywave, and Vertafore® ReferenceConnect, as well as comparative raters like Tarmika™ and Epic Quotes for Commercial Lines.

  • Risk Appetite API

    Integrate appetite searches directly into your website, agent portal, internal tools, mobile apps, or popular platforms like TrustedChoice.com®.

  • Data Analytics Dashboards

    Gain insights into how digital appetite distribution affects your organization. Track appetite views, top-ranking profiles, and leading agents through interactive charts that can be filtered by the number of days or the current and previous month's results.

Ready to Learn More?

Ivans is ready to provide your business the advanced insurance software and solutions to digitally distribute and service products in new ways.