Insurance CRM with household timeline and dependents
The household timeline is the practical center of ChronosCodex. It answers the question every agency asks before taking action: what has happened with this client and their household?
People
Primary client, spouse, children, dependents, members, agents, and internal users.
Activity
Calls, SMS, emails, faxes, documents, forms, notes, reminders, and campaign touches.
Insurance context
Policies, carriers, effective dates, renewals, commissions, and enrollment context.
| Timeline event | Example | Agency value |
|---|---|---|
| Outbound document email | Agent sends an ID card to a client email with CC. | Household shows the outbound message, attachment, and auto-note. |
| Inbound client email | Client replies from their household email. | Message lands in the email communication tab for the matching household. |
| Fax receipt | Agency sends a form by fax. | Household links back to the outbound fax record and receipt. |
| Campaign SMS | Birthday or holiday SMS is sent, or disabled for that household. | The client-specific preference is respected and visible. |