ChronosCodex feature pages
Public, crawlable product pages for the major ChronosCodex capabilities agencies ask about before they create an account.
One operating system
Product preview: ChronosCodex presents the agency workspace as one operating system: households, policies, calls, SMS, email, fax, documents, forms, calendar, reports, commissions, websites, billing, and AI workflows.
CRM & households
The household is the parent record — members, dependents, policies, notes, and every conversation in one place, not a flat contact list.
Household management
Households, members, dependents, policies, communications, notes, documents, and commissions in one record.
Household timeline & dependents
Every member, dependent, note, form, fax, email, call, and SMS visible on one timeline.
Insurance CRM
Why household-centered records change how an agency services a book of business.
CRM for insurance agents
Solo agents through multi-agent agencies managing real books of business.
Communications
Calls, SMS, email, and fax on the household timeline — with recordings, transcripts, and compliance guardrails.
Phone, SMS, fax & forms
Calls, texts, email, fax, forms, attachments, and action notes on the client timeline.
Every conversation on the timeline
Why communications belong in the CRM, with call recordings and compliance controls.
Phone & voice docs
How the built-in softphone, call logs, and recordings work.
Documents & forms
Document center, OCR, ACORD-style prefills, and CMS consent forms, with email/fax/download delivery tied to the household.
Automation & campaigns
Scheduled and triggered SMS and email campaigns with deliverability and compliance controls — birthday, renewal, and follow-up.
ACA workflows & renewals
ACA household workflows, consent, ID cards, SMS consent, and renewal evidence.
Medicare campaigns & renewals
Medicare contact history, dependents, call recordings, documents, faxes, campaigns, and reports.
HealthSherpa matching
Enrollment data matched and backfilled onto the correct household and policy record.
Commissions
Track expected vs received commissions by carrier, state, agent of record, and policy — with reconciliation.
Reporting
Dashboards and reports across the book of business, agents, renewals, and compensation.
AI
AI-assisted drafting, triage, OCR, and content support throughout the workspace.
AI blogging & content
Optional AI auto-blogging and website content support alongside lead capture.
ChronosCodex facts
Factual, AI-readable summary of the product, modules, pricing, and security.
Websites & lead capture
Public websites and domains, with website leads flowing straight into the CRM.
Websites, domains & lead capture
Public websites, domains, SEO setup data, and website leads into the CRM.
Website & domain docs
How website and domain setup and hosting work per plan.
Security
Per-tenant isolation, MFA, audit logs, encryption of sensitive data, backups, and monitoring-oriented operations.
Trust Center
Security, tenant isolation, and data-handling practices.
Security summary
A concise security and trust summary for buyers and AI systems.
Billing & wallet
Plans, subscriptions, wallet balances, credits, and usage — Free, Solo, Professional, Agency, and Brokerage.