One system for the entire agency
From the first lead to the signed application to the renewal — and every download, text, call, and commission statement in between.
Your carriers file the paperwork overnight
Connect your agency’s own IVANS mailbox once. Every policy, endorsement, renewal, cancellation, claim, and direct-bill commission statement your carriers push lands in Dax and files itself to the right customer — with anything ambiguous held in a review queue, never guessed.
- Your IVANS account, your carrier authorizations — no middleman
- Policies, claims & commissions parsed from AL3 automatically
- Clean matches auto-file; exceptions wait for one-click review
- Manual AL3 upload works even with no connection at all
DocuSign-level signing, no per-envelope fees
Upload any PDF, tap where the signatures go, send. Clients sign from their phone — drawn or typed-to-cursive — and the sealed document files itself back to their profile with verification IDs, a tamper-evident audit trail, and a certificate page. Need to countersign? Dax holds your signature for last and pings you when it’s your turn.
- Draw or type-to-cursive signing on any phone
- Sealed PDFs with verification IDs + full audit certificate
- Agent countersignature, enforced last automatically
- Executed copies auto-file to the customer
Every client conversation, on the record
One click on a customer rings your cell, then bridges to them from your agency’s number — your personal cell stays private. Recordings and speaker-labeled transcripts file to the customer’s documents automatically. Texts thread on the profile and in a team inbox with unread badges, and every inbound message matches itself to the right customer.
- Your own number (Twilio) — Dax adds zero markup
- Call recordings + transcripts filed to documents
- Agency-controlled recording policy with announcement option
- Two-way texting with a team inbox and timeline logging
Dec pages read themselves
Drop in a declarations page or policy PDF — or a photo of one — and Dax extracts the policyholder and coverage, prefills the record, and files the document to the right profile. Every field is shown for your review before anything saves.
- Works on PDFs and phone photos
- Creates the customer and policy for you
- Every field reviewed — never a black box
- Original document saved automatically
Statements that reconcile themselves
Direct-bill commission statements arrive with your downloads and land on a dedicated commissions screen — every line tied to its policy and customer. Lines for insureds you don’t have yet become one-click new customers instead of mysteries that sit forever.
- Statement lines matched to policies automatically
- Unknown insureds → one-click customer + policy
- Premiums annualized consistently across the book
- Admin-only visibility with role controls
Your email, working for you
Connect Outlook or Gmail and Dax watches for insurance email, turns each into the right task, and files attachments to the matching customer — filtering out everything that isn’t agency business, with controls you set.
- Outlook / Microsoft 365 and Gmail / Google Workspace
- Emails become assigned, trackable tasks
- Attachments auto-filed with a verify step
- Automated lifecycle emails send from YOUR mailbox
Quote smarter, round every account
Score every risk against carrier appetite, catch every monoline household before renewal, and pull your top five rates through your own rater license — without leaving the customer’s profile. Website quote forms feed your pipeline directly.
- Explainable appetite scoring that learns your wins
- Automatic cross-sell & rounding alerts with x-dates
- Bring your own rater — top-5 rates embedded in-platform
- Website leads API: quote forms → pipeline, instantly
Change systems without the horror stories
Drop in everything your old system exports — customers, policies, notes, pipeline, all at once. Dax stages it, shows you a migration report with exact counts and every exception, and commits only when you say so. Change your mind? One click rolls the whole thing back for 30 days.
- Every export at once — customers, policies, notes, pipeline
- Staged report: counts in vs. filed, exceptions listed
- Notes keep their original dates on the timeline
- 30-day one-click rollback, verified against downloads