Ask Kodiak

Ask Kodiak

November 2024

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 are appointed with you or not

• What level agency they are (e.g. gold, silver, platinum)

• What special authorities are given to that agency

• When the agency requests to be trusted on Ask Kodiak

Ask Kodiak

Spring 2022

Enhanced dashboard analytics

Quickly get analytics on search activity to include metrics, such as the number of searches and top business descriptions searched.

Ask Kodiak

Spring 2022

Ivans Distribution Platform integration

Manage appetite from one single location with Ask Kodiak and it will update wherever you’re providing commercial quoting through Ivans Distribution Platform.

Ask Kodiak

November 2024

Add Carrier Notes

Add notes about carriers and MGAs, reducing time trying to determine appointments with them by tracking your past requests. Help communicate tips and tricks, or updates with other agency employees such as:

• Commission percentages by carrier

• Requirements you have to that carrier regarding bound policies

• New contact info for people they typically work with at the carrier

• Carrier appetite updates and/or segment details

Ask Kodiak

Spring 2022

Enhanced dashboard analytics

Quickly get analytics on search activity to include metrics, such as the number of searches and top business descriptions searched.

Ask Kodiak

Spring 2022

Release of 2022 guide to NAICS

This guide is intended for anyone looking to learn more about the nature of the 2022 NAICS update and how it compares to the 2017 edition.

Ask Kodiak

Spring 2022

Agency Notes

Agencies now have the ability to add custom notes at the carrier level.