Dax Field Companion
iOS app by Digital Agency Exchange, LLC. Business · Digital Agency Exchange, LLC
- Store rating
- 5 / 5
- Store rating count
- 2
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.0.1
- Listing last refreshed
- 2026-09-16
View the original store listing
Store description excerpt
Dax Mobile is the field companion for independent insurance agents. It's not your agency platform shrunk onto a phone. Dax Mobile is built for the moments between your desk and your next appointment, when you need to capture what just happened in seconds. Everything is one or two taps: • Your day at a glance — tasks due, renewals coming up, recent customers, and the money on the table, the moment you open the app. • Find any customer instantly, then call, text, or email in one tap, logged to their timeline automatically. • Full customer detail in your pocket; policies, coverages, drivers, vehicles, properties, household, and every note and document. • Capture on the spot — snap a photo of a document, VIN, or damage and it attaches to the customer; jot or dictate a note; create a task with a due date. • Opportunities — work your pipeline from the field: move stages, add notes, schedule follow-ups, create new business. • The AI Field Assistant — just left a meeting or got off a call? Tap the mic and talk. Dax turns what you say into a filed note, the right tasks, and even a new customer and opportunity — for you to review and confirm. Or say "Hey Siri, Dax recap" to start hands-free. • Works offline — write notes, take photos, and create tasks with no signal; everything syncs the moment you're back online. Dax Mobile requires a Dax account. Dax is a platform for independent insurance agencies; if your agency uses Dax, sign in with your existing credentials.
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