ChronosCodex Documentation
Guides to what ChronosCodex does — the all-in-one, household-centered CRM for insurance agents and agencies. Capability documentation; for definitions see the glossary.
Public feature pages
Product pages for phone, SMS, fax, forms, ACA, Medicare, HealthSherpa, household timelines, websites, and AI-search discovery.
Insurance CRM comparisons
Compare ChronosCodex with RadiusBob, AgencyBloc, NextAgency, Bridge, and InsuredMine.
What is a household-centered CRM?
A household-centered CRM organizes everything — members, policies, carriers, communications, and commissions — around the household instead of isolated contacts.
How insurance agencies manage leads
Capture leads from web intake, landing pages, and inbound calls/texts, then move them through the pipeline toward becoming clients.
How insurance agencies manage prospects
Track prospects through the pipeline with prospect scoring that helps rank who to contact next.
How insurance agencies manage clients
Manage active clients, their policies, renewals, documents, and full history from the household record.
How unified communications work in an insurance CRM
SMS, calls, and email on a single per-household timeline, with recorded, transcribed calls.
How email automation works in an insurance CRM
Scheduled and triggered email campaigns, templates, and auto-replies with deliverability controls.
How SMS automation works in an insurance CRM
Scheduled SMS campaigns and auto-replies with built-in compliance guardrails: daily caps, do-not-text, weekend windows, and a velocity breaker.
How commission tracking works
Per-state and per-carrier rates, expected-commission calculation, reconciliation against carrier statements, and policy-to-commission linking.
How ChronosCodex supports recruiting agents
A recruiting funnel with broker/agent applications and conversion tracking, so agencies can attract, evaluate, and onboard producers.
How AI-assisted workflows help agents
An AI responder triages inbound texts, AI drafts bilingual templates, and prospect scoring ranks outreach — so agents spend time selling, not on busywork.
Phone, voice & fax
The in-CRM softphone, business numbers, call recording and transcription, and the AI receptionist — all tied to the household timeline.
Your agency website & custom domain
A personalized, hosted marketing website you edit in the CRM, published to your own subdomain or a custom domain, with leads flowing straight into your CRM.
Billing, plans & credits
How the plan tiers, agent slots, Forms access, the Chronos Credits wallet, annual billing, and upgrades or downgrades work.