Frequently asked
questions.
One afternoon, self-serve. Sign up, move your book in with a staged, reviewable import (30-day undo), connect the accounts you already own, and you're working. No implementation consultants.
Drop in everything your old system exports — customers, policies, notes, drivers, vehicles, pipeline. Dax classifies the files, stages every row, and shows you a migration report: exact counts in vs. filed, automatic links, and every exception listed for one-click resolution. Nothing commits until you approve it, notes keep their original dates, and one click rolls the entire migration back for 30 days.
You connect your agency's own IVANS mailbox — your account, your carrier authorizations, your (usually zero) cost; carriers set up download free when you request it. From then on, everything carriers push overnight files itself: policies, endorsements, renewals, cancellations, claims, and commission statements. Anything ambiguous waits in a review queue instead of being guessed.
Yes — built around the federal ESIGN Act and UETA principles: affirmative consent, tamper-evident sealed documents, per-signature verification IDs, and a complete audit trail (who signed, when, from where, plus every view and download) with a certificate page. As with any e-signature tool, you decide whether e-signature suits a given document and jurisdiction.
Your agency connects its own Twilio number in Settings. Clicking Call rings your cell first, then bridges to the client from the agency number — your personal cell stays private. Recordings (per your agency's policy) and speaker-labeled transcripts file to the customer's documents. Texts thread on the customer profile and in a team inbox. Dax adds zero markup; Twilio bills you directly at their rates.
Yes. Connect your own rater license (EZLynx, PL Rating, TurboRater, Tarmika, and more) and quote from inside the platform — including your top five rates displayed right on the customer's profile. Dax never resells or marks up rating.
Upload a declarations page or policy PDF — or a photo — and Dax extracts the policyholder and coverage details, prefills the record, and files the document to the right customer. You always review every field before saving; it's never a black box.
Yes, by architecture: encryption in transit and at rest, application-level encryption on the most sensitive fields and credentials, strict per-agency isolation enforced at the database level, cryptographically verified webhooks, and full audit logging. Visit the Trust Center for the complete picture, including what's live versus planned.
Always. Your book is yours — that's in our Terms. Export whenever you want. No lock-in, no ransom.
Both Outlook / Microsoft 365 and Gmail / Google Workspace. Dax turns client email and attachments into tasks and filed documents with insurance-only filtering you control, and sends your agency's automated emails from your own mailbox.
Yes. Roles, team permissions, and audit controls are included on every plan — each agent connects their own inbox, rater, and cell number. You add a seat per agent; the more seats you buy, the less each one costs.
$249 per month for a solo agent, $229 per seat per month for a team of 2 to 20, and custom pricing for 21+ seats. Annual billing gives you two months free. Every plan is the entire platform — the tiers differ by seats, not features. Beyond that, the only costs are the third-party accounts you already own (your IVANS, rater, and phone usage, billed by those vendors directly).
Yes — 30 days with the entire platform, and no credit card to start. When it ends you choose a plan. Nothing is deleted either way, and you can export your whole book at any time.