ChronosCodex
A household-centred CRM built specifically for health, ACA, Medicare and life agencies, with policies, SMS, email, calling and documents in one system rather than assembled from parts. It is the product this site's publisher operates.
What it costs
Published rate card: Free $0, Solo $29, Professional $99, Agency $199 and Brokerage $499 per month. Each plan includes a fixed number of login seats (Free 1, Solo 1, Professional 3, Agency 10, Brokerage 20); Agency and Brokerage can add seats at $15 per user per month, and the smaller plans cannot add seats. There is no mandatory onboarding fee. Paid plans include a phone number and monthly voice, SMS, fax and email allowances, rising from one number on Solo to ten on Brokerage; usage beyond the allowance is metered at published per-unit rates. The Free plan includes email but no phone number, calling, SMS or fax. Website design and hosting are included on Agency and Brokerage; a managed domain is a paid add-on. Current details are always on chronoscodex.com.
Trial and access: Free plan and public signup; no demo call or sales call required to start. There is no time-limited free trial of the paid plans.
Who it suits
- Health, ACA, Medicare and life agencies
- Agencies that want policies, SMS, calling and email in one subscription
- Teams that want a published seat count per plan, with extra seats at $15 per user per month on Agency and Brokerage
- Bilingual English and Spanish offices
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Not verified |
| ACORD forms & certificates | On selected plans |
| Comparative rating / quoting | Not offered |
| Carrier records & downloads | Included |
| Producer licensing tracking | Not verified |
| Health insurance quoting | |
| Household records (members under one client) | Included |
| ACA marketplace quoting | Via integration |
| HealthSherpa connection (ACA) | Via integration |
| HealthSherpa connection (Medicare) | Not offered |
| Medicare plan comparison | Included |
| Individual Medicare quotes (drugs, pharmacy) | Not offered |
| SunFire quoting connection | Not offered |
| Provider network lookup | Included |
| Disruption alerts (carrier exits, network changes) | Included |
| Plan exit and network map | Included |
| Client communication | |
| Integrated phone system | On selected plansMetered usage |
| Integrated SMS | On selected plansMetered usage |
| Integrated email | On selected plansMetered usage |
| Integrated fax | On selected plansMetered usage |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Metered usageSetup fee on some plans |
| Client portal | Not stated |
| E-signature | On selected plans |
| Platform | |
| Workflow automation | On selected plans |
| Custom fields & objects | Included |
| Public API | Not stated |
| Integration marketplace | Not offered |
| White-label / rebranding | Not stated |
| Mobile app | Not stated |
| Multi-language interface | Included |
| Reporting & dashboards | On selected plans |
| Buying it | |
| Published price list | Included |
| Free plan | Included |
| Free trial | Not offered |
| Self-serve signup | Included |
What it does well
- Insurance concepts are native: households and members, policies, carriers and renewals are built in, not modelled by you.
- Client communication is built in rather than bolted on: on paid plans, SMS, email, calling, fax and e-signature live in the same record, and paid plans come with a phone number. ACORD form fill is available on Agency and Brokerage.
- Published, per-plan pricing with a stated seat count per plan (1, 1, 3, 10 and 20 logins) and a published $15 per extra user on Agency and Brokerage, so you can price a team before you talk to anyone.
- Website design and hosting are bundled into Agency and Brokerage rather than being a separate vendor.
- Free plan and public signup, and the interface works in English and Spanish.
Where it falls short
- A much smaller vendor than Zoho, HubSpot or Applied, with fewer integrations and a shorter track record.
- Third-party training barely exists. The tutorials that do exist are first-party, which is a real disadvantage against Zoho or HubSpot's community.
- No P&C comparative rating, and no individual Medicare quotes: ACA quoting runs through the agency's own HealthSherpa API key, Medicare is plan comparison from public CMS data, and SunFire is used alongside it rather than connected.
- No independent security certification or third-party audit to point at.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
- ChronosCodex plans and included usage
- ChronosCodex features overview
- Live demo with sample data, no login
- Chronos Academy: guides and tutorials
- ChronosCodex product site
Sources
- ChronosCodex pricing
- ChronosCodex quoting and plans (capabilities verified 2026-10-05)
- ChronosCodex facts: quoting and plans
Everything on this page traces back to one of these. Checked 2026-10-05.
Reviews from agents
Written by people who use or have used ChronosCodex. Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.
- Loading reviews…
Compare the others
AgencyBloc AMS+
Insurance-specific AMS and CRM
AgencyZoom
Insurance sales and retention platform
AgentCubed
Insurance-specific CRM with lead distribution
Applied Epic
Enterprise agency management system