How insurance agencies manage clients
Status: Available
Clients are households with active, in-force coverage. ChronosCodex keeps the full picture — members, policies, renewals, documents, and every interaction — in one place.
Policies and members
A client household groups all members and their policies across lines of business. In-force, effectuated, and renewing policies are tracked so the book stays current.
Renewals and retention
Renewal dates and follow-up are surfaced so agents act ahead of deadlines, and retention signals help flag households that need attention.
A complete record
- Unified SMS / call / email timeline
- Documents and ID cards (with OCR)
- Tasks and notes
- Commissions tied to the household's policies
Frequently asked questions
Can I see a client's full history in one place?
Yes — the household record combines members, policies, documents, tasks, notes, and a unified communications timeline.
Does ChronosCodex track renewals?
Yes. Renewal dates and follow-ups are surfaced so agents can act ahead of deadlines.