CJX is the communication platform built specifically for insurance agencies. Calls, texts, quotes, notes, and CRM — unified in a single workspace your team actually wants to use.
Make and receive calls directly in the browser. No desk phones needed. Call logging, transfer, hold, and mute built in.
Text clients from your agency number. Full conversation history, read receipts, and quick replies. No personal phones.
Incoming quote requests land in a shared queue. Claim, assign, and track — no more lost sticky notes or email chains.
Every call, every note, every policy detail — attached to the client. The next person who picks up the phone has full context.
See who's available, busy, or away. Internal calling and messaging. Role-based permissions for admins, agents, and staff.
Daily task lists, call history, bulletin boards. Know exactly what happened today — and what needs to happen tomorrow.
Generic CRMs and phone systems weren't made for insurance. You end up paying for features you don't use and missing the ones you need. CJX is different.
Phone system, texting, notes, quotes, and team chat — all in one tab. Your team stops wasting time bouncing between tools.
No "nothing-screens." Every view is actionable. If you're looking at a contact, you can call, text, add notes, or pull up their policy — right there.
Quote intake forms with HO, AUTO, BOP, BAP, CPP, Farm, PU, and CU policy types built in. We speak your language.
We handle setup personally. Port your number, configure your team, and train your staff. You're live by end of day.
Every plan includes calling, texting, CRM, and unlimited support. Pick the size that fits your team.
Get set up in a single day. We handle the migration personally — port your number, configure your team, and get you live.
Tell us about your agency and we'll reach out to get you set up.