The heart of ChronosCodex: day-to-day help running households, policies, tasks, notes, and documents. If it’s about managing client records, ask here.
Key functions
- Households & members — the core record: every member, their contact details, and per-member Medicare/Medicaid fields.
- Policies, all lines — health, life, auto, home, business and more, with an Effectuated status that auto-flips to Active 30 days after the effective date.
- Tasks & follow-ups — open / in-progress / done, with overdue badges and automated follow-ups.
- Notes, documents & the SSN vault — SSNs are encrypted at rest and revealed only with step-up MFA and an audit trail.
- Relationships — referrals, bi-directional household links & affiliations, and household split/merge.
Related ChronosCodex features
Clients / Households · Contacts · Leads · Prospects (score 1–10) · Organizations & Carriers · Document Center · Calendar · Tasks · Global Search · Reports
How it helps your book of business
Because everything hangs off the household, you always know a client’s full picture — every policy, document, and conversation — at renewal, at claim time, and when it’s time to cross-sell. Prospect scoring tells you who to call next; the audit trail keeps sensitive data compliant.
Use this space to
Describe the screen and the household you’re working in. For sensitive actions like SSN reveal or a household merge, note that they’re logged — that context helps when troubleshooting.