Find the Right Insurance CRM
Plain-English insurance CRM guides, comparisons, and workflow breakdowns for agents and agencies managing households, policies, renewals, calls, SMS, and commissions.
A cinematic look at the CRM operating system behind the guides.
Fifty-four seconds of ChronosCodex: households, conversations, renewals, automation, agents, and commissions moving as one command center.
See a household-centered CRM in action
Real screens from ChronosCodex: the CRM these guides are written around. Click any image to enlarge.
Members, policies, coverage, and every conversation on one parent record.
Pipeline, queues, renewals, and daily activity at a glance.
Search, filter, and bulk-act across every client and prospect.
Featured Comparisons
How insurance-specific CRMs differ from general-purpose platforms, and when each makes sense.
A general-purpose marketing platform vs a CRM built around households, policies, and renewals.
Read →Configurable horizontal CRM vs an opinionated insurance workflow that works on day one.
Read →Marketing-funnel automation vs an insurance book-of-business system.
Read →AEP/OEP timelines, scope of appointment, and per-member Medicare data: what to look for.
Read →High-volume enrollment, renewals, subsidies, and bilingual follow-up at agency scale.
Read →CRM Guides
Fundamentals for running a book of business in software instead of spreadsheets.
A closer look
Communications, calls, and AI: all on the household. Click to enlarge.
Works with HealthSherpa
HealthSherpa integration on every plan: live ACA quotes and saved quotes on the household record, using your agency's own HealthSherpa account and API key. Policy status needs HealthSherpa to approve that access for your key. ChronosCodex is not affiliated with or endorsed by HealthSherpa.
Medicare plan tools inside the CRM
Available on every plan. Built from public CMS files for agent use: confirm benefits with the plan's Evidence of Coverage before advising a client.
Screenshots from the public demo, showing public CMS plan data. Try it in the demo
Chronos pricing and included usage at a glance
Chronos publishes plan limits so comparison visitors can see the included records, storage, and communications before starting.
See the full pricing and usage table.