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Start free — no credit card Explore live demo
Built inside a real insurance agency

Run your entire insurance agency from one place.

Every household, policy, conversation, document, task, commission, and next step—organized in one secure workspace built specifically for insurance agencies.

Start free — no credit card Explore live demo — no login ▸
Free plan forever No setup fee or contracts Your data stays yours

Prefer to look around first? chronospreview.com is the full live demo with sample data—no login, no card.

Would you like to talk to your soon-to-be AI receptionist? Real conversations, right when you need them. ✆ 1-877-401-3003 OPTION 9 Incoming calls, texts, emails, documents, policy renewals and commissions flowing into one household record — the Smith Household — inside the ChronosCodex workspace, with an AI receptionist ready at 1-877-401-3003.
Built inside a real agency Battle-tested with 590K+ client households Free forever plan English + Spanish Secure workspace Your data stays yours
Three distinct datasets power the platform: 590K+ client households (the operating agency's book) · 900K+ licensed-agent contacts (industry dataset) · 200+ carriers & subsidiaries mapped. How we count →

Stop managing separate tools.
Start managing relationships.

ChronosCodex brings everything together so your agency can focus on what matters most—your clients.

On the left is your actual week: the missed renewal, the call history trapped in a personal phone, the policy PDF in someone's inbox, the client repeating their story on every call.

On the right is the same work inside ChronosCodex—every call, text, email, document, task, and commission attached to one household record. One complete household story. One place. Total clarity.

See ChronosCodex in action

Real product screens with sample data. Click any screenshot to enlarge it—or open the live demo and touch everything.

The household is the center of everything

Members, policies, coverage, tasks, documents, and the next best action—every client's complete story on one screen, not across six systems.

Real product screen with sample data.

Open the live demo — no login needed

Powerful features. Purpose-built for insurance agencies.

Know the whole household

See every policy, member, document, and interaction in one complete view.

Communicate from one timeline

Calls, texts, emails, and notes—never lose the context.

Automate what matters

AI follow-ups, renewals, tasks, and reminders—done for you.

Understand your business

Track commissions, reports, and growth in real time.

Meet your AI receptionist — a member of your team

It answers in your preferred language, handles the routine, and hands you what matters—so after-hours calls still become clients. Your team stays in charge.

Answers inbound calls Schedules appointments Sends ID cards Delivers ACORD forms Answers FAQs Transfers important calls Captures after-hours opportunities Opens tickets with recaps for your team

Included with no setup cost on Agency and Brokerage (pay-as-you-go); available as an add-on on every other plan. See usage pricing →

Would you like to talk to your soon-to-be AI receptionist?

1-877-401-3003 OPTION 9

Real conversations. Real answers. Right when you need them.

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

ChronosCodex wasn't born in a boardroom. It was built and tested inside an operating insurance agency managing more than 590,000 client households—every feature exists because a real agency needed it first.

Chronos — time. Codex — book. Your Book of Business, written over time.

  • Your data stays yours. Export everything, anytime.
  • Nightly backups you can download yourself.
  • Private agency workspace, isolated at the database level.
  • Encryption for the most sensitive data and two-factor authentication available.
  • We never sell your data. Period.

Visit the Trust Center

Choose your path

The same platform, told for your kind of agency.

I'm a solo agent

Fewer subscriptions, less chaos, more selling time. Start free and grow whenever you're ready.

Start free →

I run a growing agency

Whole-team visibility, standardized workflows, and accountability without chasing anyone.

See how it works →

We're a brokerage / FMO / IMO

Standardization, oversight, and scale—with high-volume plans. Let's talk about your structure.

See high-volume plans →

I work ACA / Marketplace

Complex households, renewals, DMIs, and consent—the complete ACA agency workflow.

See the ACA workflow →

I sell Medicare

Enrollment periods, compliance, and follow-up—organized by household.

See the Medicare workflow →

I'm just exploring

Open the live demo with sample data. No login, no card, no sales calls.

Open the demo →

One CRM that becomes your CRM

Start from a preset built for your specialty, then shape the rest. The same households, policies, and timeline—with only the tools and fields your business actually uses.

Long-Term Care & Asset-Based Care

A full LTC workspace: goals, health pre-screens, case design, underwriting with requirements, and planning calculators.

Medicare

Member identity, enrollment periods, and follow-up—organized by household, with sensitive fields protected.

ACA / Marketplace

Complex households, renewals, DMIs, and consent—the complete ACA agency workflow.

Life & Annuity

Life and annuity policies with the fields and stages these products need.

Property & Casualty

Auto, home, and commercial lines—the same household, with P&C coverage in place.

Multi-Line Agency

For agencies that sell everything: turn on multiple lines and see them all in one place.

Customize Chronos, in plain business language

Turn modules on or off, reorder and pin the fields that matter most, rename labels to match your agency, and save it all as a preset. No code, no support ticket.

Set it up in two questions

When you start, Chronos asks what kind of insurance work you do and how you work. From that it recommends a workspace—which you review and apply. You can change it anytime.

Your worries, answered

Switching systems is scary. Here's how we make it manageable.

Will my book survive the move?
Import clients from CSV or your HealthSherpa export. The importer matches existing households and only fills blanks—it never overwrites your data—and flags anything questionable for your review.
Will my staff actually use it?
Everything is organized around concepts your team already knows—households, policies, renewals, tasks—in English and Spanish. And they can practice in the live demo first, before touching real data.
Can I leave if it's not for me?
Yes. Export your data anytime, download your own nightly backups, and there are no contracts—plans are monthly and you can cancel whenever you want.
What will it really cost?
Published prices, published limits, published overage rates—no surprises. Extra usage (calls, SMS, AI) draws from a prepaid wallet you top up yourself: nothing bills itself. See every limit and rate →
Is my client data safe?
Your agency works in a private workspace, isolated at the database level. The most sensitive data is stored encrypted, two-factor authentication is available, and we never sell data. Full details live in the Trust Center.

Insurance CRM plans with published limits

Start free—it's a real plan, not a trial. Upgrade when your book asks for it. No contracts, cancel anytime.

See full limits, overage pricing, and definitions →

Extra usage draws from a prepaid wallet you control—nothing bills itself. Annual billing: 15% off.

What agents and agencies ask about ChronosCodex

Is the Free plan really free?
Yes. Free is a real $0/mo workspace—not an expiring trial. It includes 500 records, 10GB of storage, and 1,000 monthly emails. No credit card required.
What is a household-based CRM?
In insurance, the client is rarely one person—it's a household. ChronosCodex organizes members, policies, communications, documents, and tasks around the household, so you see the complete story in one place.
Can I bring my existing book of business?
Yes. Import from CSV or your HealthSherpa export. The importer matches households, fills only blanks, and flags questionable cases for review—it never overwrites what you already have.
Can I leave and take my data with me?
Yes. Your data stays yours: export anytime and download your own nightly backups. Plans are monthly, with no contracts.
Does ChronosCodex work in Spanish?
Yes—the platform and this site work in English and Spanish, and the AI receptionist answers in your preferred language. Bilingual agencies are part of the platform's DNA.
How does AI receptionist pricing work?
The AI receptionist is $0.20/min. Professional, Agency, and Brokerage include $10/mo of credit, applied first, and pay no setup cost. Other plans can add it for a one-time $50 setup plus an active phone line ($5/mo). Full details →

Create your free workspace today.

Built for agencies that want to grow—proven on a real book of more than 590,000 client households.

Start free now Explore live demo
✓ Free plan forever ✓ No credit card ✓ No setup fee ✆ Or call: 1-877-401-3003
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