# Dax Field Companion — The insurance field companion > Mobile field companion for independent insurance agents to manage clients and tasks. (iPhone/iPad app by Digital Agency Exchange, LLC.) - Source: https://appshunter.io/ios/app/dax-field-companion/id6790241731 (this page in markdown: same URL + `.md`) - Developer: [Digital Agency Exchange, LLC](https://appshunter.io/developer/6790241733) - Category: Business, Productivity - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 16.4 · 51 MB - Languages: American English - Released: 2026-09-01 - Data updated: 2026-10-01 - Monetization: free ## What is 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 follow-ups, create new business. • The AI Field Assistant — just left a meeting or got off a call? Tap the mic and talk. Dax turns what you say into a filed note, the right tasks, and even a new customer and opportunity — for you to review and confirm. Or say "Hey Siri, Dax recap" to start hands-free. • Works offline — write notes, take photos, and create tasks with no signal; everything syncs the moment you're back online. Dax Mobile requires a Dax account. Dax is a platform for independent insurance agencies; if your agency uses Dax, sign in with your existing credentials. ## Key features - Day at a glance dashboard - One-tap customer contact - Full customer detail access - On-the-spot document and note capture - AI-powered note and task creation - Offline functionality with auto-sync - Pipeline management for opportunities ## Is Dax Field Companion safe? Not enough ratings yet to assess Dax Field Companion. ## Is Dax Field Companion legit? Dax Field Companion has limited verification signals. The AppsHunter Legitimacy Score for Dax Field Companion is 58 out of 100 points across 7 verification signals from App Store and developer data. ## Frequently asked questions about Dax Field Companion ### 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. ## Version history (last 2 releases) ### 1.0.1 — 2026-09-03 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. ### 1.0 — 2026-09-01 No release notes. ## Apps similar to Dax Field Companion | App | Rating | Price | Category | | --- | --- | --- | --- | | [Upgrade 2025](https://appshunter.io/ios/app/upgrade-2025/id6743492663) | — | Free | Business | | [eMobilePOS eXpress](https://appshunter.io/ios/app/emobilepos-express/id6741001472) | 5.0 (1) | Free | Business | | [Lifetime Quality Roofing](https://appshunter.io/ios/app/lifetime-quality-roofing/id1631480630) | 5.0 (5) | Free | Business | | [R4 2026](https://appshunter.io/ios/app/r4-2026/id6747164786) | 5.0 (1) | Free | Business | | [Pipeline Finder](https://appshunter.io/ios/app/pipeline-finder/id932171427) | 3.7 (11) | Free | Business | | [BlackRock Events](https://appshunter.io/ios/app/blackrock-events/id1426129482) | 4.5 (8) | Free | Business | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-01.*