How insurance agencies manage leads
Status: Available
Leads enter ChronosCodex from public quote forms, agent landing pages, inbound calls and texts, and imports. Each becomes part of the pipeline so nothing falls through the cracks.
Where leads come from
- Public quote and intake forms on agency websites
- Per-agent landing pages
- Inbound calls and text messages
- CSV imports and partner feeds
Working a lead
Leads carry their source, language preference, and context so the right agent follows up appropriately. As a lead engages, it progresses toward prospect and client stages.
From lead to household
When a lead is ready, it becomes a household record — preserving the conversation history and source attribution, so the relationship is continuous.
Frequently asked questions
How are leads captured?
From web quote forms, agent landing pages, inbound PBX calls and texts, and CSV imports.
Does ChronosCodex track where a lead came from?
Yes — source and language preference travel with the lead so follow-up is appropriate and attribution is preserved.