Bring everything together. Work from anywhere. Grow everywhere.
Too Many Tools. Not Enough Time.
That's the reality for most service-based businesses.
Insurance agencies, multiservice offices, notaries, accountants, and similar businesses spend the day jumping between CRMs, spreadsheets, phone systems, email, texting tools, calendars, document storage, marketing software, carrier portals, and reporting.
The problem isn't a lack of software. It's that none of those systems were designed to work together around how your business actually operates. Every extra platform adds complexity. Every browser tab adds friction.
ChronosCodex was built to fill the gaps between those tools — bringing communications, documents, automation, marketing, reporting, client management, and AI assistance into a single workspace. Work your entire book of business without leaving the browser tab.
More time helping clients and growing your business.
Before Chronos, our agents held everything together with too many spreadsheets. Now they only need one browser tab. Even our phone calls happen in there. It's crazy that we didn't have anything like this before.
ChronosCodex is the production operating system behind a real agency operating at scale — hardened, audited, and operating at scale every day.
Every feature exists because a real business needed it — household-first, compliance-aware, and obsessively practical.
Do-not-text enforcement, opt-out handling, daily send caps, weekend guards, and velocity breakers protect you on every send.
Encrypted SSNs, audit logging on sensitive reveals, step-up MFA on protected modules, and nightly backups.
Recorded, transcribed, speaker-labeled calls tied to the household — turn every conversation into a searchable record.
Triage inbound texts, draft bilingual templates, score prospects, and OCR documents — so you spend time selling.
Health, Medicare, Medicaid, Life, Auto, Home, Business, Dental, and more — your whole book in one system.
CONNECTED TO THE TOOLS AGENCIES ALREADY RUN ON
The household is the parent record. Every policy, call, text, document, and commission hangs off it — so the whole story is one click away.
One parent record per household with members, policies, carriers, providers, and the full relationship graph — referrals, organizations, and affiliations included.
SMS, calls, and emails in a single timeline per household — log, filter, and reply without leaving the record. Inbound calls and texts land automatically.
Recorded calls stream securely in-browser with speaker-labeled transcripts. Click-to-call from any phone number, with call history sync.
Schedule SMS and email campaigns with built-in guardrails: daily category caps, do-not-text enforcement, weekend windows, and a velocity circuit-breaker.
Agency and Brokerage plans include CMS-approved health insurance consent forms, DCF work calendars, tax forms, and more reusable templates from the household record.
Per-state commission rates by carrier, expected-commission auto-calculation, reconciliation workflow, and policy-to-commission linking — all in the book.
An AI responder triages inbound texts, AI drafts bilingual email and SMS templates, and prospect scoring ranks who to call next — AI-optimized throughout.
ChronosCodex brings together modules that usually live in ten separate products, then organizes them around the household, the agent, and the agency.
Available features depend on plan. Free helps agents start; Professional, Agency, and Brokerage unlock deeper tools for communications, automation, forms, websites, and agency operations.
ChronosCodex is the system of record. External tools stay specialized executors; the household record stays the single source of truth.
Businesses that sign up get a ChronosCodex account to run their entire book of business.
Create your Chronos account in minutes. Your business is your key to the platform.
Activate your ChronosCodex login at chronoscodex.com. Your workspace is provisioned and ready.
Manage households, communications, campaigns, and commissions from one system of record — with AI in your corner.
Your clients trust you with sensitive information. ChronosCodex is built to protect it.
Visit the Trust Center Privacy · Terms
ChronosCodex is built with safeguards for regulated insurance workflows. We do not claim HIPAA certification; BAA terms are subject to legal review.
Start solo and grow into a full agency — the same platform proven on a book of 550,000+ households. No long-term contracts.
The first 250 agencies to join get founder pricing when they pay the full year upfront.
Monthly-equivalent price, collected as an upfront annual payment. Active account required. Subject to telecom fair-use policy.
Domains purchased by users include a free landing page. Custom websites are designed and hosted in-house; Agency and Brokerage include this in the plan price, and Free and Professional can add it for a separate setup and hosting fee. Website leads flow automatically into CRM Leads.
Prices in USD. Annual billing saves. Enterprise is custom-priced. Founder pricing requires paying the full year upfront.
ChronosCodex is the operating system for insurance agencies — a household-centered platform 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.
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).
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.
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.
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.
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.
Yes. It includes a recruiting funnel with broker/agent applications and conversion tracking so agencies can recruit and onboard producers.
Yes — for eligible agencies on Agency and Brokerage plans. ChronosCodex can route leads as they arrive based on geography and service categories. Leads can come from connected websites, published forms, and associated 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.
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.
Forms are included on Agency and Brokerage plans. The library includes CMS-approved health insurance consent forms, the Florida DCF Work Calendar, tax forms, and more agency templates as they are added.
ChronosCodex offers Free, Professional, Agency, and Brokerage tiers, billed monthly or annually (annual includes a discount). Prices are in USD; see the pricing section for current amounts. Details in the billing & plans guide.
Every domain purchased by a user includes a free landing page. If you want more than a landing page, ChronosCodex designs and hosts custom websites in-house. Agency and Brokerage include this in the plan price; Free and Professional can add it for a separate setup and hosting fee. Leads generated through your website automatically land in your CRM Leads section. See the website & domain guide.
Yes. You can register and connect a new domain or connect one you already own, with HTTPS set up automatically. A domain purchased through ChronosCodex includes a free landing page; custom sites, full custom design + SEO, and hosting are handled in-house. Agency and Brokerage include this in the plan price, and Free and Professional can add it for a separate fee. See the website & domain guide.
A built-in softphone, business phone numbers, call recording and transcripts, fax, and an optional AI receptionist (Agency and Brokerage plans). Details in the phone & voice guide.
Sign up with Chronos and get the operating system that runs an agency at scale — written over time, working for you.
or call us free at 1-877-401-3003