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Resources

Everything you need to get the most out of Dax

Guides, answers, and a full view into how we protect your data.

Developer docs

Step-by-step guides to wire up the tools you already own — email, calling & texting, your rater, carrier download, the website-leads API, and moving your book in.

Read the docs

FAQs

Quick answers on setup, migration, e-signatures, texting & calling, carrier downloads, pricing, and how the AI features work.

Browse FAQs

Trust Center

How we secure, encrypt, isolate, and audit your agency’s data — explained plainly, with our program status stated honestly.

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dax.

The AI-native agency management system for independent insurance agencies. Carrier downloads, e-signatures, calling & texting, commissions, and a complete CRM — one login.

Dax is a trade name of Digital Agency Exchange LLC.

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