Run the agency,
not the paperwork.
Dax is the agency management system for independent insurance agencies. It files your carrier downloads overnight, turns dec pages into records in seconds, seals signatures without envelope fees, and keeps every call and text on the record — on the connections your agency already owns.
Free during early access · Your book stays yours
Tuesday, July 7
0 items handled overnight · 3 waiting on you
matched & filed to customer
Overnight run
IVANS · live0
carrier transactions matched & filed
No-loss letter — Whitfield.pdf
filed to Documents
Customers
1,284 households⌘K searchJune Baker VIP
Customer since 2014 · $3,410/yr book · Household of 3
Inbox — connected mailbox
June Baker
Re: our auto policy — 8:47 AM
Hi! Emma just got her license 🎉 Can you add her to the auto policy and let me know what changes?
Add driver — Emma Baker
Auto · BK-2214-07 · matched to June Baker · assigned to A. Reyes · due today
✓ Task created by Dax from this email
Activity — Baker household
◈ INSERT-ONLY · E&O EVIDENCEEvery view, edit, call, text, and download — recorded. Forever.
Ask Dax
Monoline homes — renewing in 60 days
Sorted by cross-sell premium · built just now
Alvarez — home policy with a competitor x-dates in 41 days. Carrier fit 92. Quote queued to your rater with your top five rates.
Signals
Monoline household · auto only since 2021From downloads
Competitor dec page seen on intake scanCarrier appetite
Fit 92 · preferred credit, clean recordQueued
Quote — home · your rater, top 5 ratesBuilt on the connections your agency already owns
By the time you sit down,
this has already happened.
Carrier downloads · live
Filed before the office opens.
E-signature
Signed on a phone. Sealed on arrival.
Document intelligence
A dec page becomes a record in 40 seconds.
Calls · recorded & transcribed
Agent: I’ve got the Progressive renewal in front of me…
Customer: And the new truck is on there too?
Agent: Added this morning — I’ll text the ID cards.
Filed to the customer, word for word.
Texts
On the profile, in the inbox, on the record.
Commissions
March statement · Erie
$0.00
Every dollar tied to a policy.
Renewals watched
No x-date slips by.
The work still happens.
It just isn’t yours.
Your carriers do the data entry.
Every policy, renewal, endorsement, claim, and commission statement your carriers push files itself to the right customer before you sit down. Clean matches file automatically. Anything uncertain waits for a person. Nothing is guessed.
Signed, sealed, filed — by itself.
Send any document. Clients sign from their phones. The sealed copy files itself back to the customer with verification IDs and a complete audit record. Unlimited e-signatures, built in — no signature vendor, no per-envelope fees.
Every conversation, on the record.
One click connects you to a client through the agency’s own number — your cell stays private. Recordings and speaker-labeled transcripts file to the customer automatically. Texts thread on the profile and in a shared team inbox.
Nothing gets re-typed. Ever.
A dec page — emailed, uploaded, or photographed — becomes a complete customer record in under a minute. Every extracted field is shown for review before anything saves. Never a black box.
Less software.
More agency.
“I’ve run a book for thirty years and survived three system conversions. This is the first one where the paperwork simply… stopped being my job.”
Independent Agency Principal
Personal & Commercial Lines
Built like it matters.
Your clients’ data is the business. Every line of the system treats it that way.
TLS everywhere, with application-level AES-256 on credentials and sensitive identity fields at rest.
Row-level enforcement at the database. One agency can never see another’s data — structurally, not by policy.
Signatures, views, downloads, and sensitive actions are recorded — who, what, when — in append-only logs.
Inbound webhooks are cryptographically signature-checked and rate-limited. Documents can’t reach the database.
Sealed documents carry hashes, verification IDs, consent records, and a complete certificate of completion.
Your book is exportable at any time. Written into the terms. No lock-in, no ransom, no exceptions.
Insurance, settled.
Set up in an afternoon, on the connections you already own.