ChronosCodex Guides & Tutorials — Master Index

Demo & Getting Started
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All official ChronosCodex guides and video tutorials in one place. Every video is also published on our YouTube channel — subscribe for new walkthroughs. Start free at chronoscodex.com.

:graduation_cap: Video tutorials (English)

:graduation_cap: Tutoriales en video (Español)

:credit_card: Billing & add-ons walkthroughs

:television: Product explainers (YouTube)

:clapper_board: Before open enrollment

  • Send A Scope Of Appointment For Signature English · Español
    Scope of Appointment and ACA consent sent for signature and filed back automatically.
  • See A Whole Household On One Screen English · Español
    One household on one screen: every member, every policy, one timeline.
  • Get Your Book Of Business In Before AEP English · Español
    Get the book in before October fifteenth, so the season starts from one place.
  • Call And Text Clients From The Record English · Español
    Call and text from the client record so the conversation stays on the file.
  • Keep Every Follow-Up Through AEP English · Español
    Keeping every follow-up through the October to December crunch.

:clapper_board: Feature walkthroughs

  • Manage Agent Profiles and Licenses Inside Chronos English · Español
  • Set Up Automation Rules Inside Chronos English · Español
    Automation rules: set the condition once and let it run, including turning 65.
  • Run a Life Insurance Needs Analysis Inside Chronos English · Español
    Run a life, savings or long-term-care needs analysis prefilled from the client.
  • Load Your Carrier List Inside Chronos English · Español
    Load your carrier and organization list in one pass.
  • Set Agent Commission Rates Inside Chronos English · Español
    Set per-agent commission rates.
  • Set Up Texting and Calling Inside Chronos English · Español
    Turning on texting and calling on your agency’s own numbers.
  • Track Referral Sources and Partners Inside Chronos English · Español
    Track referral sources and business partners alongside clients.
  • Store Carrier Portal Logins Safely Inside Chronos English · Español
    Store carrier portal logins in the agency vault instead of a shared note.
  • Auto-Fill ACORD Forms Inside Chronos English · Español
    ACORD forms that fill themselves from the household record.
  • Import Your Book of Business Inside Chronos English · Español
    Bring a spreadsheet, HealthSherpa or carrier export into Chronos, mapping your columns before anything saves.
  • Move from QQCatalyst, EZLynx or HawkSoft Inside Chronos English · Español
    Moving off QQCatalyst, EZLynx or HawkSoft, and what comes across.
  • Message Your Team Inside Chronos English · Español
    Internal team messaging, kept beside the client work instead of in a separate app.
  • Keep Shared Office Notes Inside Chronos English · Español
    Shared office notes for the processes that do not belong to one client.
  • Read Your Notifications Inside Chronos English · Español
    The notification feed: what is due, what slipped, and what nobody answered.
  • Find Any Number Fast Inside Chronos English · Español
    Every number your agency touches in one directory, with call and text history.
  • Use the Built-In Phone Inside Chronos English · Español
    The built-in phone: web phone, quick dial, call logs and recordings.
  • Refer Another Agent Inside Chronos English · Español
    Refer another agent into Chronos.
  • Find Anything in Seconds Inside Chronos English · Español
    Find a household, member, policy or document from one search box.
  • Tour the Settings Inside Chronos English · Español
    A tour of agency settings and what each one changes.
  • Send Birthday and Holiday Texts Automatically Inside Chronos English · Español
    Birthday and holiday texts that send themselves once the rule is on.
  • Invite Your Team and Control Access Inside Chronos English · Español
    Invite staff, set roles, and cut off access the day someone leaves.
  • Turn On Ready-Made Workflows Inside Chronos English · Español
    Ready-made insurance workflows for renewals, DMIs and missed calls.

:clapper_board: Workspace and list handling

  • Attach a Screenshot to a Support Ticket Inside Chronos English · Español
    Attach a screenshot to a support ticket so the answer comes faster.
  • Add Your Own Fields to a Client Inside Chronos English · Español
    Add your own fields to a client record.
  • Resize and Reorder Your List Columns Inside Chronos English · Español
    Resize and reorder list columns, and keep the layout.
  • Customize Your Workspace Inside Chronos English · Español
    Customizing your workspace so the screens match how you work.
  • Manage New Insurance Leads Inside Chronos English · Español
    Working new insurance leads from first contact.
  • See Every Client Detail Inside Chronos English · Español
    Every tab on a client profile and what lives in each.
  • Work Your Prospects List Inside Chronos English · Español
    Working the prospects list and moving people forward.
  • Track Every Follow-Up Inside Chronos English · Español
    Tracking follow-ups so nothing depends on memory.

:books: Category guides

This index is updated automatically as new videos are published.