Everything you need to explore the live demo and stand up your own agency workspace — from first login to importing your real book of business.
Key functions
- Live demo — walk a fully-populated sample agency before you commit; see real screens with sample households and policies.
- First-time setup — configure your Agency Profile, add users and roles, and set carrier policies.
- Bring your book in — CSV import plus one-shot Zoho and HealthSherpa imports get your existing clients loaded fast.
- Availability & hours — set agent availability and office hours so scheduling and after-hours responses work from day one.
Related ChronosCodex features
Onboarding / Launchpad · Settings · Agency Profile · Users & Roles · Import / Export · Carrier Policies · Availability & Office Hours · Billing / Plan
How it helps your book of business
A workspace configured the way you actually work — your carriers, your team, your hours — means the CRM mirrors your agency from day one, and your whole book is searchable and actionable within the first session.
Use this space to
Ask setup questions — imports, users, carriers, plan limits — and share what helped you get productive fastest.