Like many long-established insurance brokerages, New Zealand firm The Advisers once relied on paper files to manage client information. As the business grew, finding information quickly and preparing for client meetings became increasingly time-consuming.
To modernise the way it worked, The Advisers implemented JAVLN Officetech, creating a single source of truth for client documents, emails, file notes and compliance evidence, all within a single cloud-native system. The firm is now benefiting from an AI-powered feature within Officetech that is helping brokers prepare for client meetings in half the time.
The success of JAVLN Officetech has also shaped the brokerage's broader technology strategy. Having experienced the benefits of a connected, cloud-based document management system, The Advisers has since implemented JAVLN Platform, creating a connected broker operating system that brings together client, policy and compliance workflows.
Insurance brokers manage an enormous volume of information. Emails, documents, file notes, client correspondence and policy information all contribute to the client relationship, but finding the right information at the right time can be challenging when it lives across multiple locations.
For The Advisers, the priority was creating a better way of managing that information.
JAVLN Officetech provided that foundation by bringing documents, workflows and client activity together. Integrated with Microsoft 365, it gave brokers confidence they were working from a consistent source of information, while embedding compliance, audit trails and security into everyday workflows.
Director Nic Tyson says the platform has become central to the way the brokerage operates.
In the past we had a CRM system, a processing system, a document management system, and various other tools that didn’t speak to each other. JAVLN Officetech has become a foundational piece of technology for us because it gives us one source of truth for everything relating to our clients. I love that today I can look across the office and count almost no paper at all.
Having JAVLN Officetech in the cloud has not only simplified day-to-day operations, but also enabled the business to take advantage of new innovations within the system.
One of those innovations is JAVLN Officetech's AI-powered Client Activity Summary. The feature draws together client interactions, documents, file notes, tasks and other activity into a concise summary, helping advisers quickly understand what has happened across the client relationship before a meeting.
The impact has been immediate.
"Before using the tool, our advisers could spend 20 to 30 minutes preparing for a client meeting, simply piecing together what had happened over the previous 12 months. The AI-powered summary gives us a concise snapshot of that information in half the time,” Nic says.
“More importantly, it allows my team to be “people people”. Having a tool like this to enable them to have real conversations with their clients is really powerful," he added.
The benefits extend beyond individual productivity. Nic says the AI-powered summaries also provide greater visibility across the business.
“From a management point of view, the oversight of what’s happening and what our advising force is doing, is invaluable.”
It's a reminder that cloud technology is becoming an increasingly important foundation for innovation. For brokerages still relying on paper files or server-based systems, adopting emerging AI capabilities can be significantly more challenging.
The journey from paper files to AI-powered client summaries hasn't happened overnight. But by establishing a single source of truth with JAVLN Officetech and extending that investment with JAVLN Platform, The Advisers has built a connected operating system founded on trusted information, streamlined workflows and continuous innovation.
With AI capabilities continuing to evolve, the brokerage is well positioned to benefit from future enhancements while giving brokers more time to focus on what matters most: their clients.
