Feature — HealthSherpa
Insurance CRM for agencies using HealthSherpa
ChronosCodex is designed to keep HealthSherpa-style enrollment data from floating outside the agency record. The goal is to match and backfill enrollment information onto the right household, policy, member, and communication history.
Where each piece of data belongs
| Data | Where it belongs in ChronosCodex | Why agencies care |
|---|---|---|
| Enrollment record | Household and policy profile. | Agents can see plan context next to communication history. |
| Members/dependents | Household member list. | ACA workflows often involve multiple people, not just one contact. |
| Documents | Document center and form history. | ID cards, consent forms, and uploaded proof stay attached. |
| Commissions | Policy-to-commission linking and reconciliation. | Owners can compare expected and received commission data. |
ChronosCodex does not replace enrollment tools. It acts as the agency system of record around them.
Enrollment lands on the right household
The importer matches existing households and only fills blanks — it never overwrites your data — and flags anything questionable for your review.
Real product screens with sample data. Click any screenshot to enlarge it.