Create a New Household

Start Here
,
1

Create a New Household screenshot 1
Create a New Household screenshot 11280×800 59.4 KB

Create a household when a family, applicant, or client group needs a shared record for members, policies, notes, and communications.

Before You Start

  • Collect the primary contact name, phone, email, preferred language, and basic coverage status.
  • Confirm you are not creating a duplicate by searching first.

Step-by-Step

  1. Open Clients from the left navigation.
  2. Search for the client name, email, and phone number to check for an existing household.
  3. Choose the new household action from the clients page.
  4. Enter the primary contact details and set the preferred language.
  5. Add a short description if the household needs context, such as renewal timing or referral source.
  6. Save the household, then open the new household profile.
  7. Review the household header, member count, DMI status, policy count, and task count before leaving the page.

Confirm It Worked

  • The household appears in Clients search.
  • The household profile shows the primary contact and a household code.
  • The created date and owner/agent assignment are visible.

Common Issues

  • If Save is unavailable, check required fields.
  • If the household already exists, update the existing record instead.
  • If ownership is wrong, ask an admin to review assignment rules.

Need help or see a different screen? Reply below with the page you are on and what you expected to happen.

ChronosCodex official banner

ChronosCodex — The Complete Insurance Management System for Agencies
chronoscodex.com