Insurance CRM Buyer Checklist
A short, practical checklist for evaluating any insurance CRM. Use it to compare tools honestly before you commit a book of business.
Direct answer: Use this checklist to judge whether a CRM can actually run an insurance book: households, policies, one communication timeline, renewals, follow-ups, ACA/Medicare workflows, commissions, documents, bilingual support, a free start, and room to grow into a full agency system.
The checklist
- Can it track households, not just contacts?
- Can it store policies (carrier, plan, effective date, renewal)?
- Can it show SMS, email, calls, fax, and notes in one place?
- Can it track renewals and fire reminders?
- Can it assign follow-ups and tasks?
- Can it support ACA and Medicare workflows?
- Can it track commissions by carrier and state?
- Can it handle documents and forms?
- Can it support bilingual teams and clients?
- Can it start free?
- Can it grow into a full agency system without re-platforming?
ChronosCodex answers yes across this list, and you can verify it yourself in the no-login live demo before creating an account.
Frequently asked questions
How do I use this checklist?
Score each CRM you consider against the eleven questions. The ones that fail on households, policies, renewals, and commissions are usually generic CRMs, not insurance systems.
Is there a printable version?
This page is the checklist — save or print it. We keep it as a page (not a gated form) so it's always available.
Does ChronosCodex meet all of these?
Yes, and the public demo at chronospreview.com lets you confirm each item with sample data.
Want the CRM built for this workflow? ChronosCodex is a household-centered CRM for insurance agents and agencies — leads, policies, SMS, email, calls, commissions, and automation in one system. Visit ChronosCodex or start your workspace.