Aviso

Two Decades of Trust: How JAVLN Officetech Became Aviso Specialty’s Single Source of Truth

For over 20 years, expert insurance broking and risk advisory services business, Aviso Specialty, has relied on JAVLN Officetech to streamline operations, enhance compliance, and support its expanding brokerage network.

What began as a solution to solve document management challenges has since become an essential platform that drives productivity and fuels strategic growth.

The shift to smarter technology

Two decades ago, Fitzpatrick & Co, now part of Aviso Specialty, faced mounting challenges in managing compliance, data security and regulatory changes. Seeking a solution, the team turned to JAVLN Officetech.

We weren’t looking for new technology for the sake of it – we needed a practical solution to real problems. Client files were piling up, compliance was getting harder to manage, and word-of-mouth recommendations gave us the confidence to make the switch to JAVLN Officetech – and we haven’t looked back.

Melissa Sholakis, Head of Operations at Aviso

In 2023, the brokerage transitioned from JAVLN Officetech’s desktop-based system to the cloud version, enabling greater flexibility and efficiency.

“While our brokers still value in-office collaboration and this is an important part of our culture, having secure access to client documents on the go – whether working from home or travelling interstate – has been a game-changer,” says Mel. “The transition was seamless, and with our business continuing to grow, the cloud has solved key tech challenges while enhancing security.”

Efficiency gains that drive performance

Since moving to JAVLN Officetech, Aviso Specialty has seen significant improvements in workflow automation and operational efficiency, with the team saving substantial time thanks to features like the Microsoft Outlook integration for automated email filing and fast document retrieval.

“One of the biggest wins has been automation,” Mel explains. “The time savings alone are considerable, freeing up brokers to focus more on client service and less on administrative tasks. Previously, we spent time manually saving emails and tracking client correspondence. Now, everything is streamlined, and new team members are always amazed at how effortless it is compared to old filing systems.”

The system’s renewal list import function has also simplified policy management, while automated task tracking helps brokers stay on top of claims, debt, and other key responsibilities.

From an operations perspective, JAVLN Officetech serves as a central hub for workflow and capacity management, making it easy to reassign tasks and ensure smooth service delivery.

A unified approach to mergers and acquisitions

With 150 employees across seven locations, Aviso Specialty is in a continuous phase of expansion. Backed by Envest, the Australian subsidiary of UK-headquartered The Ardonagh Group, Aviso Specialty benefits from the strength of one of the region’s largest independent insurance distribution businesses, placing more than $2.1bn AUD in Gross Written Premiums (GWP).

As part of its growth strategy, the company has successfully acquired multiple businesses over the past decade, with JAVLN Officetech playing a crucial role in ensuring seamless transitions.

“During M&A activity, it’s reassuring to have JAVLN Officetech as our single source of truth,” says Mel. “Everything is up to date, compliant, and secure, eliminating the usual headaches that come with integrating new businesses.”

Over the past decade, Aviso Specialty has acquired multiple businesses, with JAVLN Officetech playing a crucial role in facilitating seamless transitions. Their expertise in data extraction and migration has ensured that newly acquired businesses are integrated quickly, allowing business-as-usual operations to resume the very next day.

“I can effectively coordinate acquisitions with the team at JAVLN Officetech, knowing that we will meet our timelines and goals,” says Mel. “Seamless transitions have become the expectation for our business, and I’m always assured that JAVLN Officetech will deliver.”

Looking ahead: Technology as a growth enabler

As part of The Ardonagh Group, Aviso Specialty continues to expand its presence; the partnership with JAVLN Officetech remains integral to its long-term strategy.

“We have full confidence that JAVLN Officetech will continue evolving with us,” Mel affirms. “The platform keeps us at the forefront of technology, helping us retain long-standing clients while scaling for future growth. It’s a foundation for success, and we’re excited for what’s ahead.”

We have full confidence that JAVLN Officetech will continue evolving with us. The platform keeps us at the forefront of technology, helping us retain long-standing clients while scaling for future growth. It’s a foundation for success, and we’re excited for what’s ahead.

Melissa Sholakis, Head of Operations at Aviso

With a commitment to innovation and seamless operations, Aviso Specialty and JAVLN Officetech continue to set the benchmark for efficiency in the insurance industry.