A real insurance CRM workspace for getting organized and testing the workflow.
- 500 records (clients + prospects)
- 10GB storage
- 1 user included
- No included phone number, 0 min, 0 SMS
- Fax not available on Free
Every ChronosCodex plan uses the same household-centered CRM model. The limits below are the current public source of truth for pricing, records, storage, phone numbers, voice minutes, SMS segments, fax pages, and outbound email.
A real insurance CRM workspace for getting organized and testing the workflow.
For independent agents ready to run communications and manage a larger book.
For active producers and small offices that need more room and communications.
For agencies with multiple producers, campaigns, reporting, and agency operations.
For high-volume agencies and brokerages running large books and communications.
| Plan | Price | Records (Clients + Prospects) | Leads | Organizations | Storage | Users | Phone Numbers | Voice | SMS | Fax | Website | AI Receptionist | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Free Start here | $0/mo | 500 | 200 | 200 | 10GB | 1 | 0 | 0 min/mo | 0 segments/mo | None included | 1,000 outbound/mo | Add-on | $50 setup + $0.20/min |
| Solo Solo agents | $29/mo | 2,000 | 500 | 500 | 25GB | 1 | 1 | 250 min/mo | 250 segments/mo | 100 faxes/mo (up to 10 pages each) | 4,000 outbound/mo | Add-on | $50 setup + $0.20/min |
| Professional Recommended for teams of up to 3 | $99/mo | 7,500 | 1,500 | 1,000 | 50GB | 3 | 3 | 1,000 min/mo | 800 segments/mo | 250 faxes/mo (up to 10 pages each) | 8,000 outbound/mo | Add-on | $50 setup + $0.20/min |
| Agency Teams | $199/mo | 20,000 | 5,000 | 2,000 | 240GB | 10 | 5 | 2,000 min/mo | 1,500 segments/mo | 500 faxes/mo (up to 12 pages each) | 12,000 outbound/mo | Included | No setup cost, $0.20/min |
| Brokerage High-volume agencies | $499/mo | 100,000 | 50,000 | 3,000 | 800GB | 20 | 10 | 4,500 min/mo | 4,500 segments/mo | 800 faxes/mo (up to 15 pages each) | 25,000 outbound/mo | Included | No setup cost, $0.20/min |
Included monthly communications reset each billing cycle. Additional usage can continue through wallet credits, usage add-ons, or plan upgrades. Agency and Brokerage plans include a personalized agency website and a no-setup-cost AI receptionist (pay-as-you-go, $0.20/min), plus 50% off a domain; other plans can add a website, and can add the AI receptionist for a one-time $50 setup fee (charged once per agency) with an active Chronos phone line (included with Solo and Professional; an extra number at $5/mo on Free). AI receptionist minutes are $0.20/min on every plan; standard calls beyond your included minutes are $0.03/min. Included AI credit is under review and not published.
Published from the ChronosCodex public facts snapshot 2026-09-23.1. Prices in USD; included monthly communications reset each billing cycle.
Included monthly communications reset each billing cycle. Additional usage can continue through wallet credits, usage add-ons, or plan upgrades.
| Add-on / Overage | Price |
|---|---|
| Extra phone number (voice-only) | $5.00/mo each |
| Enable SMS on a number | $12.00/mo per number (recurring carrier fee) |
| Extra voice minutes (per billable minute beyond your included minutes) | $0.03/min |
| Extra SMS segments (per outbound segment beyond your included segments; a long message may count as several segments) | $0.03/segment |
| MMS messages | $0.15 per message (no plan includes an MMS allowance) |
| Extra fax pages (beyond the per-fax page allowance: 10 pages per fax on Free, Solo and Professional; 12 on Agency; 15 on Brokerage; sent and received faxes) | $0.05/page |
| Extra outbound emails (per outbound email beyond your monthly allowance; inbound and system emails do not count) | $3 per 1,000 emails ($0.003 per email); one-time bundles for the current billing period: $3 / 1,000, $12 / 5,000, $20 / 10,000 |
| Extra storage (recurring monthly add-on, one block at a time) | $5 for 25GB, $9 for 50GB, $15 for 100GB per month |
| Add-on user (Agency and Brokerage only) | $15.00/mo each |
| Managed domain registration (first 12 months, chosen and charged at signup; premium names may cost more; renewal pricing not published) | $15.00 for the first 12 months, 50% off on Agency and Brokerage |
| Professional Email (per mailbox) (Agency and Brokerage) | $5.00/mo |
| Web Design (one-time) | $150.00 one-time, 50% off on Agency and Brokerage; same price with or without a bundled domain purchase |
| AI receptionist, conversation minutes (Per minute of AI conversation, on every plan, answers in your preferred language. Agency and Brokerage have no setup cost. Included credit is under review and not published.) | $0.20/min |
| AI receptionist, setup (Free, Solo and Professional: one-time setup fee charged once per agency, customized to your workflow; not charged again after an upgrade or when the receptionist is turned back on. Requires an active Chronos phone line: a number included with Solo and Professional, or an extra number ($5/mo) on Free. AI receptionist minutes are billed at $0.20/min on every plan; standard calls are $0.03/min. We configure the IVR, welcome messages, and AI secretary workflow for you.) | $50.00 one-time |
Published from the ChronosCodex public facts snapshot 2026-09-23.1. Prices in USD; included monthly communications reset each billing cycle.
Clients and prospects share one combined records total; they are counted together, not as separate limits.
Leads are counted separately.
Organizations are counted separately.
SMS is counted by billable segment, not by visible message bubble. Long messages and some special characters may count as multiple segments.
Voice is counted by billable minute.
Included fax allowances count faxes per month; each fax can be up to the per-fax page allowance (10 pages per fax on Free, Solo and Professional; 12 on Agency; 15 on Brokerage). Pages beyond that allowance are $0.05 per page, on sent and received faxes.
Outbound email includes manual, campaign, and workflow emails. Inbound email and system/security emails do not count against outbound email limits.
Storage includes tenant-uploaded documents and files unless a specific file category is marked separately by the system. Existing files remain viewable/downloadable if storage is full, but new uploads may require cleanup, extra storage, or upgrade.
Existing records and files remain accessible if a limit is reached. Limits mainly protect new creation, uploads, or additional communications.
Communications require proper consent, opt-out handling, and provider readiness where applicable. SMS on a number is off by default and must be turned on per number; a $12.00/mo recurring carrier fee applies per SMS-enabled number, separate from your plan's included SMS-message allowance.
The AI receptionist answers calls, takes messages, and forwards or alerts your team in your preferred language, so after-hours and overflow calls still become leads. It is billed at $0.20/min of conversation on every plan. Agency and Brokerage have no setup cost. Free, Solo and Professional can add it for a one-time $50 setup fee, charged once per agency, and need an active Chronos phone line (a number included with Solo and Professional, or an extra number at $5/mo on Free); we configure the IVR, welcome messages, and AI secretary workflow to match your practice. Included credit is under review and not published.