Explore the insurance agency CRM with sample data
The bilingual CRM for insurance agencies. · El CRM bilingüe para agencias de seguros.
ChronosCodex keeps each client household in one place: members, policies, tasks, documents and every text, call and email with your team.
This demo is the real ChronosCodex workspace loaded with fictional sample data. No signup and no card. Messages, emails, calls, uploads and payments are simulated, so nothing you try here reaches a real person.
What you can try
Household workspace
Open a sample household to see members, policies, open tasks and notes together.
Communications history
Read one timeline of texts, calls and emails for a household.
Policies and renewals
See upcoming effective dates and renewals across the sample book.
Tasks and follow-ups
Work a queue of overdue tasks and follow-up gaps, then close one.
Automation preview
Look at birthday, holiday and renewal campaigns without sending anything.
Agents and commissions
Review sample agents, commission rows and payroll views.