The clear choice for your business CRM

Your Book of Business.
Written Over Time.

ChronosCodex keeps every household, policy, conversation, and commission in one system of record — the same platform proven on a book of 550,000+ households. Sign up with Chronos and see for yourself why growing businesses call it home.

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Live business platform · 13+ integrations · bank-grade encryption

ChronosCodex · Dashboard

Households

12,480▲

In force

9,317

Renewals

21430d

Policies in force+8.4%

☎Call recorded & transcribed

✦AI drafted 3 follow-ups

CONNECTED TO THE TOOLS AGENCIES ALREADY RUN ON

Voice & SMS Email Amazon SES AI optimized HealthSherpa PBX system ready Cloudflare integrated Stripe · billing (soon)

Built for the way your business actually works

Everything you need to manage relationships, opportunities, and growth.

The household is the parent record. Every policy, call, text, document, and commission hangs off it — so the whole story is one click away.

Household-Centered Records

One parent record per household with members, policies, carriers, providers, and the full relationship graph — referrals, organizations, and affiliations included.

Members & dependentsReferralsOrg links

Unified Communications

SMS, calls, and emails in a single timeline per household — log, filter, and reply without leaving the record. Inbound PBX calls and texts land automatically.

SMSCallsEmail

Call Intelligence

Recorded calls stream securely in-browser with speaker-labeled transcripts. Click-to-call from any phone number, with CDR sync from your PBX.

RecordingsTranscriptionSpeaker labels

Campaigns & Automation

Schedule SMS and email campaigns with built-in guardrails: daily category caps, do-not-text enforcement, weekend windows, and a velocity circuit-breaker.

SMS campaignsEmail automationCompliance guardrails

Commissions & Carriers

Per-state commission rates by carrier, expected-commission auto-calculation, reconciliation workflow, and policy-to-commission linking — all in the book.

Carrier ratesReconciliationReports

AI Assistants & Insights

An AI responder triages inbound texts, AI drafts bilingual email and SMS templates, and prospect scoring ranks who to call next — AI-optimized throughout.

AI SMS responderTemplate writerProspect scoring

See the full story

Every interaction, in one place — so you make better decisions.

ChronosCodex is the system of record. External tools stay specialized executors; the household record stays the single source of truth.

Documents & OCR — a document center per household with AI vision OCR that reads IDs and cards.

HealthSherpa Sync — enrollment data matched and backfilled onto the right household.

Duplicate Detection & Safe Merge — flagged duplicates with a survivor-preserving, fully audited merge.

Bank-Grade SSN Security — SSNs encrypted at rest (AES-256-GCM) with masked, audit-logged reveal.

Reports, Audits & Metrics — commissions, pipeline, and operational dashboards on tap.

✉

Inbound SMS — “Yes, I'm interested”AI responder triaged · queued for your team

☎

Outbound call · 6m 12sRecorded · transcript ready · Speaker A/B

✦

Renewal email sentBilingual template · delivered

⎙

ID card uploadedOCR matched to member · attached to file

Commission reconciledCarrier rate × members · linked to policy

550K+

Households under management

13+

Native integrations

Lines of business supported

24/7

AI assistance & automation

Get started in minutes

From sign-up to your whole book — in three steps.

Businesses that sign up get a ChronosCodex account to run their entire book of business.

Sign up with Chronos

Create your Chronos account in minutes. Your business is your key to the platform.

Create your account

Activate your ChronosCodex login at chronoscodex.com. Your workspace is provisioned and ready.

Run your book

Manage households, communications, campaigns, and commissions from one system of record — with AI in your corner.

Why ChronosCodex

Not a demo. A platform proven on a real book.

ChronosCodex is the production CRM behind a real business operating at scale — hardened, audited, and operating at scale every day.

Built by a real business, for businesses

Every feature exists because a real business needed it — household-first, compliance-aware, and obsessively practical.

Compliance is built in

Do-not-text enforcement, opt-out handling, daily send caps, weekend guards, and velocity breakers protect you on every send.

Security you can trust

Encrypted SSNs, audit logging on sensitive reveals, step-up MFA on protected modules, and nightly backups.

Telephony that thinks

Recorded, transcribed, speaker-labeled calls tied to the household — turn every conversation into a searchable record.

AI that does the busywork

Triage inbound texts, draft bilingual templates, score prospects, and OCR documents — so you spend time selling.

Nine lines of business

Health, Medicare, Medicaid, Life, Auto, Home, Business, Dental, and more — your whole book in one system.

Simple, transparent pricing

A plan for every stage of your business.

Start solo and grow into a full agency — the same platform proven on a book of 550,000+ households. No long-term contracts.

Save 15%

Free

Explore the platform, solo.

$0 /mo

Household-centered CRM core
Comms log (SMS, calls, email)
1 user seat
Community support

Get started free

Starter

For the solo agent building their book.

$55 /mo

Household-centered CRM core
Unified comms timeline (SMS, calls, email)
Document center with OCR
1 user seat
Email support

Get started

What agents and agencies ask about ChronosCodex.

What is ChronosCodex?

ChronosCodex is an all-in-one, household-centered CRM for insurance agents and agencies, offered as a SaaS. It unifies household records, communications (SMS, calls, email), call recording and transcripts, AI assistants, scheduled campaigns, agent recruiting, and commission processing in one system of record — the same platform proven on a book of 550,000+ households.

Who is ChronosCodex for?

Insurance agents and agencies — including health/ACA, Medicare, Medicaid, life, auto, home, business, and dental — who want to run their entire book of business in one system. It is bilingual (English and Spanish).

What does "household-centered CRM" mean?

The household is the parent record. Every member, policy, carrier, provider, document, communication, referral, and commission hangs off the household, so the whole relationship is one click away — instead of scattering data across disconnected contact records.

How does ChronosCodex handle leads, prospects, and clients?

Leads are captured from web intake and other sources and tracked through the pipeline. Prospects are scored so agents know who to contact next. Clients, their policies, renewals, and history are managed from the household record.

What email and SMS automation does ChronosCodex include?

Scheduled and triggered email and SMS campaigns, templates, and auto-replies, with built-in compliance guardrails: daily category caps, do-not-text enforcement, weekend windows, and a velocity circuit-breaker.

How does commission processing work?

ChronosCodex supports per-state and per-carrier commission rates, expected-commission calculation, a reconciliation workflow, and policy-to-commission linking — all tied to the household and agent records.

Does ChronosCodex support agent recruiting and broker applications?

Yes. It includes a recruiting funnel with broker/agent applications and conversion tracking so agencies can recruit and onboard producers.

Can ChronosCodex feed me leads from its marketplace?

Yes — on the Gold plan. ChronosCodex can feed leads to you as they come in, based on the geographic location of agents: if a lead is requested in Texas, Chronos looks for a nearby Gold agent and randomly assigns the lead among those who match. Leads come from our network of associated websites and ad campaigns. You pick the categories you offer — Immigration Services, Taxes, Auto, Home, Flood, Business, Health insurance, Dental, Medicaid, Medicare, Vision, and Life — and you only receive leads that match.

What AI-assisted features are included?

An AI responder triages inbound text messages, AI drafts bilingual email and SMS templates, and prospect scoring ranks who to call next — AI assistance is built throughout the platform.

How much does ChronosCodex cost?

ChronosCodex offers Free, Starter, Pro, and Agency tiers, billed monthly or annually (annual includes a discount). Prices are in USD; see the pricing section for current amounts.

Start today

Start building your Book of Business.

Create your account → Talk to us

Your Book of Business.Written Over Time.