A ChronosCodex network resource: the direct demo funnel. Open the live sample-data CRM in one click.
No login · No account · Sample data

CRM Free Demo for Insurance Agents

Explore ChronosCodex with sample data before creating an account. See real insurance workflows (households, policies, calls, SMS, and tasks) with nothing to install and no sign-up wall.

chronospreview.com · live demo · sample data
The ChronosCodex live demo showing a searchable client list of sample households
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Sample data only. The live demo at chronospreview.com is a shared sandbox filled with fictional records. It is not a real agency account and no data you enter there is private or saved to a workspace. When you want your own private space, start a free workspace.

What you can test in the demo

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Household records

Open a sample family: members, dependents, policies, and coverage on one record.

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Policies & carriers

See how plan, carrier, and effective date are tracked for ACA and Medicare.

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Timeline comms

Calls, SMS, and email attached to the household, with sample history.

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Tasks & queues

Follow-ups, renewals, and daily work queues in the sample book.

Demo vs a free workspace

The demo is for looking. A free workspace is for keeping your own book. Both are free: they do different jobs.

 Live demo (chronospreview.com)Free workspace (chronoscodex.com)
Login / accountNone, instantYour own account
DataShared sample dataYour agency, your data
Is it private?No, shared sandboxYes, private workspace
CapacityFixed sample set500 clients & prospects · 200 leads · 200 organizations
PriceFree$0, no credit card
Upgrade path, Solo $29 → Professional $99 → Agency $199 → Brokerage $499
Best forA 5-minute lookStarting or moving a real book

Chronos gives generous room to organize your book before upgrading. Caps are clients & prospects / leads / organizations.

Demo vs Free Workspace

A live demo is for exploring Chronos with sample data. A Free workspace is your own CRM account with your agency data and the published Free plan limits.

Free plan limits: 1 login seat, 500 clients + prospects, 200 leads, 200 organizations, included storage (see pricing), and 1,000 outbound emails per month. Free includes no phone number, minutes, SMS or fax; those start on paid plans.

New: the AI Web Studio, included with every paid plan

After the demo, there's more: every paid ChronosCodex plan includes the AI Web Studio. The AI designs your logo and a complete bilingual agency website from a short description. Watch the tutorial ▸

Guided demo path: five minutes

Open a household. Start on the client list, open a sample family, and see members, policies, and coverage on one parent record.
Follow the timeline. Scroll a household's calls, SMS, and email in one place, the way it looks after a real conversation.
Check a policy & renewal. Open a policy to see carrier, plan, and effective date, and how renewal tasks are scheduled.
Look at the work queue. See how follow-ups, DMI, and renewals surface as daily tasks instead of sticky notes.
Ready for your own book? Start a free workspace and bring in your households, no credit card.

Inside the live demo

Screens auto-rotate and show fictional sample data only.

Frequently asked questions

Is there a CRM free demo with no login?

Yes. chronospreview.com is a public, no-login ChronosCodex demo loaded with sample data, no account and no credit card. Everything you see there is fictional sample data, not a real agency.

What's the difference between the demo and a free workspace?

The demo is a shared, no-login sandbox with sample data for exploring. A free workspace is your own ChronosCodex account with your data: the Free plan holds 500 clients and prospects, 200 leads, and 200 organizations at $0.

Can I test insurance-specific workflows in the demo?

Yes. The demo shows household records, policies and carriers, ACA and Medicare workflows, tasks, and calls, SMS, and email on the timeline: all with sample data.

Related

Free tools for insurance agents

3 free searches a day. Unlimited with a free Chronos account.

APTC repayment calculatorEstimate excess APTC a Marketplace household could repay at tax time (Form 8962, 2025 to 2027).2027 Medicare Advantage plan comparisonPremium, max out of pocket, copays, dental, vision, OTC and Part B giveback by ZIP.Medicare Advantage provider searchFind a doctor and see which carriers' public Medicare Advantage directories list them.Plan disruption lookupWhich Medicare Advantage plans ended or left a county, with CMS enrollment.
See all free tools →