Proven, end-to-end playbooks for the moments that define an agency’s year — ACA and Medicare seasons, renewals, follow-ups, commissions, and clean team handoffs.
Key functions
- Renewal & AEP workflows — renewal-date automation and calendar tasks so no client is missed during the busy season.
- Follow-up sequences — ID-card follow-ups, missed-call and office-closure reminders that land on the calendar automatically.
- Assignment & ownership — AOR / owner-agent assignment and household referral tracking keep credit and responsibility clear.
- Prioritization — prospect scoring (1–10) to focus effort where it converts.
Related ChronosCodex features
Calendar & Tasks · Renewal-date automation · SMS / Email Automation · Office-closure responder · AOR / Owner assignment · Prospects & scoring · Referrals · Commissions
How it helps your book of business
Standardize how your team handles AEP, renewals, and follow-ups so every client gets the same reliable touchpoints — and no renewal, ID card, or callback slips through during your busiest weeks.
Use this space to
Share a workflow that works for your agency, or ask how to build one — renewals, onboarding a new client, or handing a household between agents.