Connect your own stack
Dax is the surface; you bring the accounts. Every integration uses your own credentials, your own license, and your own cost — these guides walk you through wiring each one up, step by step.
Connect email
Wire up Outlook / Microsoft 365 or Gmail / Google Workspace for inbound task capture and per-agent automated sending.
Read guideCalling & texting
Bring your own Twilio number so click-to-call, two-way texting, recordings, and transcripts run at cost, no markup.
Read guideBring your own rater
Connect your existing rater license (EZLynx, PL Rating, TurboRater, Tarmika) and quote from inside a customer's profile.
Read guideCarrier download (IVANS)
Point your agency's own IVANS mailbox at Dax so policies, claims, and commissions file themselves from AL3 overnight.
Read guideWebsite leads API
Post your website's quote form straight into your Dax pipeline with a single authenticated endpoint.
Read guideMove your book in
Export everything from your old system and stage it into Dax with a reviewable report and a 30-day one-click rollback.
Read guideYou own it. Dax connects it.
No middleman fees, no vendor lock-in — just your tools, together in one login.