Dax Field Companion

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…