Frequently asked questions.

CJX is a communication and client-management platform that brings calling, texting, client notes, and your CRM together in one window. Instead of juggling five separate tools, your whole team works from a single place where every call, text, and note is tied to the right client.

CJX is built for insurance agencies of all sizes — from a solo producer to a multi-location operation — that want to make their day-to-day processes more efficient. It started inside a working agency, so it's designed around how agencies actually run.

No. CJX runs in your web browser — there's nothing to download or install on your computer, and no IT setup required. Native mobile apps for iOS and Android are on the way (see our Road Map).

Yes. You can bring your current agency number to CJX through a process called porting — transferring your number from your existing phone provider over to CJX so calls and texts run through the platform.

Porting is straightforward: you let us know the number you want to bring over, we provide a short authorization form, and your current provider releases the number to us. Your number keeps working throughout the process, and once the port completes, calls and texts flow through CJX automatically. We'll walk you through it during onboarding.

Yes. CJX is built to work with your existing desk phone or entirely from your browser — no new hardware required. Use whichever fits how your team works.

CJX includes unlimited calling and texting for normal agency use. To keep the platform fair and reliable for everyone, usage is subject to reasonable fair-use limits — in practice, that means normal agency call and text volume is covered. Domestic U.S. only; standard carrier message and data rates may apply to recipients.

CJX integrates with Salesforce today, syncing your notes, calls, and contacts to and from the client record in real time. Additional integrations are on our roadmap.

Protecting client information is core to how CJX is built. Your data is encrypted in transit and at rest, access requires multi-factor authentication, and permissions are role-based so people only see what they should. Each agency's data is kept isolated from every other agency's. For more detail, see our Security page.

No. We never sell your data, and we never share your client information with third parties for their own marketing. Your agency's data belongs to you — it is used only to provide the CJX service to you.

CJX is offered on a subscription basis with monthly and annual options, and you can cancel at any time — there's no long-term contract locking you in.

Yes. CJX is built for teams. Your subscription includes user seats for your staff, with a shared team inbox and role-based access (Admin, Agent, and Staff) so everyone has the right level of visibility and control.

Join the waitlist and a member of our team will reach out personally as spots open. From there we'll help you get set up — bringing over your number, connecting Salesforce if you use it, and adding your team. See our Getting Started page for the full flow.

You can reach our team directly at support@gocjx.com for help, and sales@gocjx.com for questions about getting your agency on board. During onboarding, we work with you hands-on to get everything configured.