Dax Field Companion
The insurance field companion
About
This app helps independent insurance agents manage their day and customer interactions on the go. It allows for quick access to customer details, document capture, and task management, with an AI assistant for hands-free note-taking and task creation. It also functions offline, syncing data when a connection is restored.
What's New in Dax Field Companion
1.0.1
September 3, 2026
A completely redesigned interface — a new Today dashboard showing your book at a glance, faster customer and policy views, light mode support, and customer and property photos.
MoreFAQ
What is Dax Field Companion?
Dax Field Companion is a mobile application designed for independent insurance agents. It provides tools to manage customer information, capture documents, create tasks, and track sales opportunities directly from the field.
Does Dax Field Companion work offline?
Yes, Dax Field Companion works offline. You can write notes, take photos, and create tasks without a signal. All data will sync automatically once you are back online.
How does the AI Field Assistant in Dax Field Companion work?
The AI Field Assistant allows you to speak your notes, tasks, or new customer and opportunity details. Dax converts your speech into text and suggests actions for you to review and confirm, streamlining data entry.
What kind of customer information can I access with Dax Field Companion?
You can access full customer details, including policies, coverages, drivers, vehicles, properties, household information, and all associated notes and documents directly within the app.
Is Dax Field Companion available on Android devices?
Based on the provided information, Dax Field Companion is currently supported on iPhone devices. Compatibility with other platforms may be updated in future releases.
How often is Dax Field Companion updated?
The latest version of Dax Field Companion was released on 2026-09-03, indicating recent development activity. Users can expect ongoing updates to improve functionality and reliability.
What is the age rating for Dax Field Companion?
Dax Field Companion has an age rating of 4+. This suggests it is suitable for a broad audience and does not contain mature content.
Does Dax Field Companion have ads?
No, Dax Field Companion does not contain advertisements. The app is free to use and does not display any promotional content.
