CRM Free Demo for Insurance Agents

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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 / account	None — instant	Your own account
Data	Shared sample data	Your agency, your data
Is it private?	No — shared sandbox	Yes — private workspace
Capacity	Fixed sample set	500 clients & prospects · 200 leads · 200 organizations
Price	Free	$0 — no credit card
Upgrade path	—	Solo $29 (coming soon) → Professional $99 → Agency $199
Best for	A 5-minute look	Starting 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: 500 clients + prospects, 200 leads, 200 organizations, 10GB storage, 25 SMS segments, 10 fax pages, and 100 outbound emails per month.

Open Live Demo Start Free See Full Pricing

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.

Open the Live Demo →Start Free

Inside the live demo

Sample book-of-business dashboard in the ChronosCodex demo — Book-of-business dashboard · sample data

Sample call logs with direction, duration, and outcome in the ChronosCodex demo — Calls logged with direction, duration, outcome · sample data

Sample SMS thread on a household timeline in the ChronosCodex demo — SMS on the household timeline · sample data

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.

Open the live demo Free insurance CRM (Free plan)What to test before choosing a demo Pricing & plans