Insurance CRM with quoting and plan lookup
Quote ACA marketplace plans, compare Medicare Advantage and Part D plans, and see reported plan disruptions without leaving the client's household record.
From lead to quote to coverage to renewal
- 1. Lead
- 2. Household
- 3. Quote
- 4. Compare plans
- 5. Policy record
- 6. Commission
- 7. Renewal
One household record carries the quote, the plan the client chose, the policy, the commission and the renewal date, so nothing is retyped between tools.
What is available today
| Capability | How it works | Where |
|---|---|---|
| ACA quoting | Live marketplace quotes from the household record or ACA Quick Quote, with your HealthSherpa API key. | ACA quoting |
| ACA plan information and catalog | Premium, deductible, out-of-pocket maximum and copays for each plan; browse the plans offered in supported ZIP codes. | ACA quoting |
| Medicare plan comparison | Every Medicare Advantage and Part D plan CMS lists for a county, side by side: star rating, premium, MOOP, copays, drug tiers. | Medicare plan comparison |
| Plan picker on the policy | Pick the client's CMS plan and ChronosCodex fills plan ID, type, star rating, premium and a benefits snapshot. | Medicare plan comparison |
| Disruption warnings | A warning on the quote or plan screen when the area has a reported ACA or Medicare Advantage disruption. | Disruption alerts |
What ChronosCodex does not do (yet)
| Not available | What to use instead |
|---|---|
| Individual Medicare quotes (a person's yearly cost with their drugs) | Quote in your Medicare quoting tool, such as SunFire, then record the chosen plan in ChronosCodex with the plan picker. Using SunFire with ChronosCodex. |
| Enrollment | Enrollment happens in the marketplace, HealthSherpa, the carrier or your Medicare enrollment platform. ChronosCodex keeps the record around it. |
| Provider network search | Check the carrier's provider directory. Network participation can change; confirm with the carrier and the provider. |
HealthSherpa is a trademark of its owner. ChronosCodex is not affiliated with or endorsed by HealthSherpa. ACA quoting needs a HealthSherpa account and API key; any HealthSherpa data beyond quoting and plan information requires each agent to request that access from HealthSherpa for their own key.
Medicare plan data comes from public Centers for Medicare & Medicaid Services (CMS) files (Landscape and Plan Benefit Package). For licensed agents. Confirm plan details with the carrier's Summary of Benefits before presenting them to a beneficiary.