---
description: Learn more about Dax pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Dax Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/32554/insurance-crm/software) > [Dax](/software/1109774/Dax)

# Dax

Canonical: https://www.capterra.ca/software/1109774/Dax

> Dax is an agency management system (AMS) + CRM for independent insurance agencies. Automated carrier downloads, e-sign, texting.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Dax?

Independent U.S. insurance agencies. Owners, principals, producers, and CSRs at solo to mid-size shops replacing a legacy AMS and bolted-on tools with one modern system.

## About the vendor

- **Company**: Dax

## Commercial Context

- **Starting Price**: US$249.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Contact Management Software
- For Insurance Industry
- Insurance Management
- Lead Capture Software
- Lead Management Software
- Marketing Automation Software
- Mobile Access
- Quotes/Estimates
- Reporting/Analytics
- Sales Activity Management
- Sales Pipeline Management
- Third-Party Integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Chat

## Category

- [Insurance CRM Software](https://www.capterra.ca/directory/32554/insurance-crm/software)

## Alternatives

1. [eWay-CRM](https://www.capterra.ca/software/152769/eway-crm) — 4.5/5 (825 reviews)
2. [Less Annoying CRM](https://www.capterra.ca/software/118921/less-annoying-crm) — 4.8/5 (657 reviews)
3. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18807 reviews)
4. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6994 reviews)
5. [Dynamics 365](https://www.capterra.ca/software/157279/dynamics-365) — 4.4/5 (5849 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1109774/Dax)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10054310/Dax/> |
| en-AE | <https://www.capterra.ae/software/1109774/Dax> |
| en-AU | <https://www.capterra.com.au/software/1109774/Dax> |
| en-CA | <https://www.capterra.ca/software/1109774/Dax> |
| en-GB | <https://www.capterra.co.uk/software/1109774/Dax> |
| en-IE | <https://www.capterra.ie/software/1109774/Dax> |
| en-IL | <https://www.capterra.co.il/software/1109774/Dax> |
| en-IN | <https://www.capterra.in/software/1109774/Dax> |
| en-NZ | <https://www.capterra.co.nz/software/1109774/Dax> |
| en-SG | <https://www.capterra.com.sg/software/1109774/Dax> |
| en-ZA | <https://www.capterra.co.za/software/1109774/Dax> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.ca/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"Dax","description":"Dax is an AI-powered agency management system (AMS) and insurance CRM for independent insurance agencies — one system that runs the agency so agents don't run the paperwork.\n\nCarrier downloads process overnight via IVANS and match to customer profiles automatically, with uncertain matches flagged for review. AI reads declaration pages sent by email, upload, or photo and turns them into customer records, with fields shown for verification. E-signatures are unlimited, with tamper-evident seals; signed documents file to the customer profile with an audit record. Calls are recorded and transcribed, texts thread into a shared inbox, and commission statements reconcile automatically while Dax tracks renewals and surfaces cross-sell opportunities.\n\nDax integrates with Outlook, Gmail, EZLynx, Applied, TurboRater, Twilio, and QuickBooks. Data is protected with TLS and AES-256 encryption, isolated per agency, with append-only audit logs. Full book export is available anytime.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/09cafe8c-6e2d-4f23-8148-58ee0e460b31.png","url":"https://www.capterra.ca/software/1109774/Dax","@id":"https://www.capterra.ca/software/1109774/Dax#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"249","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios"},{"@id":"https://www.capterra.ca/software/1109774/Dax#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is Dax?","@type":"Question","acceptedAnswer":{"text":"Dax is an AI-powered agency management system (AMS) and insurance CRM for independent insurance agencies — one system that runs the agency so agents don't run the paperwork.Carrier downloads process overnight via IVANS and match to customer profiles automatically, with uncertain matches flagged for review. AI reads declaration pages sent by email, upload, or photo and turns them into customer records, with fields shown for verification. E-signatures are unlimited, with tamper-evident seals; signed documents file to the customer profile with an audit record. Calls are recorded and transcribed, texts thread into a shared inbox, and commission statements reconcile automatically while Dax tracks renewals and surfaces cross-sell opportunities.Dax integrates with Outlook, Gmail, EZLynx, Applied, TurboRater, Twilio, and QuickBooks. Data is protected with TLS and AES-256 encryption, isolated per agency, with append-only audit logs. Full book export is available anytime.","@type":"Answer"}},{"name":"Who Uses Dax?","@type":"Question","acceptedAnswer":{"text":"Independent U.S. insurance agencies. Owners, principals, producers, and CSRs at solo to mid-size shops replacing a legacy AMS and bolted-on tools with one modern system.","@type":"Answer"}}]},{"@id":"https://www.capterra.ca/software/1109774/Dax#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance CRM Software","position":2,"item":"/directory/32554/insurance-crm/software","@type":"ListItem"},{"name":"Dax","position":3,"item":"/software/1109774/Dax","@type":"ListItem"}]}]}
</script>