The operational backbone behind the book — staff, commissions, reporting, roles, and settings that keep the agency running.
Key functions
- Team — internal agents, availability, licensed-agent records, and broker-application recruiting.
- Commissions — commission tracking with override-rate CSV import and stuck-batch resume/cancel.
- Reporting — Reports and Campaign Analytics for production and outreach performance.
- Access & security — users and roles with SSO and step-up TOTP MFA; activity logs and call/audio records.
- Configuration — Settings for agency profile, notifications, commission overrides, carriers, integrations, and availability.
Related ChronosCodex features
Agents & Availability · Licensed Agents · Broker Applications · Commissions · Reports · Campaign Analytics · Users & Roles (MFA) · Settings · Import / Export · Logs & Records
How it helps your book of business
See production clearly, pay commissions accurately, manage who’s on the account, and keep the team coordinated. This is where you turn a pile of policies into a well-run agency.
Use this space to
Ask about commissions, reporting, roles and permissions, or configuring settings for how your agency operates.