Chronos Academy

ChronosCodex CRM Training and Documentation

Chronos Academy is the official insurance CRM training and documentation hub for ChronosCodex, with onboarding guides, automation docs, release notes, and support resources.

Read the Docs Launch ChronosCodex
app.chronoscodex.com
The ChronosCodex dashboard right after signup — onboarding checklist, pipeline, and activity

What you'll be working in

A quick look at the product these docs cover. Click any image to enlarge.

ChronosCodex dashboard with onboarding checklist and KPIs
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Your dashboard

Onboarding checklist, pipeline, and activity from day one.

A household profile showing members, policies and coverage
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The household record

Members, policy badges, coverage, and a tab for everything else.

The Clients list in ChronosCodex
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Your client list

Search, filters, and bulk actions across the whole book.

Start here

Getting Started

Your first hour in ChronosCodex: workspace, team, phone number, and your first client.

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Importing your book of business

Bring your clients in from HealthSherpa or CSV — households, members, and policies.

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Creating households

The household is the parent record. How to create, organize, and work one.

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Sending SMS

Texting from your own number: conversations, campaigns, and the compliance guardrails.

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Using automation

Welcome series, renewal reminders, and follow-ups that run themselves.

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Every feature, documented

Campaigns

Filtered audiences, throttles, and AI-classified replies.

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Phone & PBX

Web Phone, Backup Line, forwarding, and minutes.

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Email

Your workspace inbox and email automation.

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Fax

Send, receive, and log faxes on the household.

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Tasks & Calendar

Work that moves between teammates.

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Documents

Files stored where the household lives.

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Commissions

Expected vs received, reconciled.

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Leads & Prospects

Capture, score, and work the pipeline.

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Agents & AOR

Agent records, slots, and AOR workflow.

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Team

Invites, roles, and per-member phone lines.

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Billing & Credits

Allowances, usage, and top-ups.

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AI Features

Classification, transcripts, drafting, scoring.

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Learn the platform

Academy tracks

Structured training from CRM basics to automation specialist.

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Certifications

Chronos Certified User, Power User, and Automation Specialist programs.

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Roadmap

What's planned, what's in progress, and what shipped.

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Changelog

Release notes for every meaningful update.

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Communications, on the household

SMS, calls, and transcripts — all documented, all on the client record. Click to enlarge.

An SMS conversation on the household communications tab
Two-way SMS, timestamped and filterable.
The call log with directions and durations
Call Logs — direction, duration, status, billing.
The transcriptions queue for recorded calls
Recorded calls transcribed onto the household.