AI-powered CRM automation for agents who live on follow-ups.
Explore how AI, SMS, email, voice, PBX, and workflow automation can reduce manual work inside a modern insurance CRM.
Where the AI actually works
Real screens from ChronosCodex: the system behind these workflows. Click any image to enlarge.
Every inbound text triaged (interested, question, opt-out) before a human reads it.
PBX events on the household: direction, duration, outcome, recording.
Recorded calls transcribed and summarized onto the client timeline.
Automation Topics
Each topic breaks down a real workflow: what triggers it, what the AI decides, and what lands back in the CRM.
AI SMS classification
Every inbound text triaged: interested, question, opt-out, or wrong number, before a human reads it.
Explore →Missed-call follow-up
Dropped and missed calls become callbacks and tasks instead of lost revenue.
Explore →Renewal automation
Effective dates drive reminder sequences, including the post-renewal check-in most agents skip.
Explore →CRM + PBX integration
Calls that know who's calling: screen-pop, logging, recording, and AI summaries.
Explore →Voice AI
Where AI helps on the phone today (summaries, transcripts, and after-hours capture) without overpromising.
Explore →Email classification
Inbox triage that files carrier notices, client questions, and junk into different lanes.
Explore →Example Workflows
Real chains, from trigger to outcome.
Dropped call → AI callback → task
A client's call drops mid-queue. The system logs it, sends a "sorry we missed you" text, and creates a callback task with the caller already matched to their household.
"Send my ID card" → document delivered
An inbound text asks for an ID card. AI classifies the intent, the document automation emails the card from the household record, and the conversation is logged.
Renewal completed → +15 day follow-up
After a renewal is marked complete, a scheduled SMS lands two weeks later: did the new card arrive, did billing look right, the touch that earns referrals.
Inbound "SI" → follow-up task
A campaign reply says "SI". The AI tags it as interest, surfaces it on the dashboard, and creates a follow-up task on the right household, in the client's language.
The CRM underneath the automation
Households, dashboards, and your whole book, where every automation reads and writes. 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
Automation usage still needs clear limits
SMS automation uses SMS segments. Voice automation uses billable minutes. Email workflows count against outbound email allowance. Heavy usage can continue through wallet credits or add-ons, and compliance/readiness may be required before sending.
Included monthly communications reset each billing cycle. See the full Chronos pricing and usage table.