Video Tutorials
Every ChronosCodex walkthrough, recorded in the real product on a demo workspace. Each one is short, narrated, and shows where the control actually lives.
Pick a topic. Every video is also on our YouTube channel, and each one has a Spanish version where available.
Before open enrollment
Scope of Appointment and ACA consent sent for signature and filed back automatically.
One household on one screen: every member, every policy, one timeline.
Get the book in before October fifteenth, so the season starts from one place.
Call and text from the client record so the conversation stays on the file.
Feature walkthroughs
Automation rules: set the condition once and let it run, including turning 65.
Run a life, savings or long-term-care needs analysis prefilled from the client.
Load your carrier and organization list in one pass.
Turning on texting and calling on your agency's own numbers.
Track referral sources and business partners alongside clients.
Store carrier portal logins in the agency vault instead of a shared note.
ACORD forms that fill themselves from the household record.
Bring a spreadsheet, HealthSherpa or carrier export into Chronos, mapping your columns before anything saves.
Moving off QQCatalyst, EZLynx or HawkSoft, and what comes across.
Internal team messaging, kept beside the client work instead of in a separate app.
Shared office notes for the processes that do not belong to one client.
The notification feed: what is due, what slipped, and what nobody answered.
Every number your agency touches in one directory, with call and text history.
The built-in phone: web phone, quick dial, call logs and recordings.
Find a household, member, policy or document from one search box.
A tour of agency settings and what each one changes.
Birthday and holiday texts that send themselves once the rule is on.
Invite staff, set roles, and cut off access the day someone leaves.
Workspace and list handling
Attach a screenshot to a support ticket so the answer comes faster.
Add your own fields to a client record.
Resize and reorder list columns, and keep the layout.
Customizing your workspace so the screens match how you work.
Working new insurance leads from first contact.
Every tab on a client profile and what lives in each.
Working the prospects list and moving people forward.