How insurance agencies manage prospects
Status: Available
Prospects are engaged but not yet clients. ChronosCodex helps agents prioritize them so effort goes where it is most likely to convert.
Prospect scoring
Each prospect carries a score that helps rank outreach, so agents spend time on the highest-potential opportunities. Scoring is one of several signals that surface who to call next.
Pipeline stages
Prospects move through clear stages, and the household record keeps their full history — calls, texts, emails, and notes — in one timeline.
Frequently asked questions
What is prospect scoring?
A ranking signal that helps agents prioritize which prospects to contact next, based on attributes of the household.
How is a prospect different from a lead or client?
A lead is newly captured; a prospect is engaged but not yet enrolled; a client has active, in-force coverage.