JAVLN and AskNicely partner to help brokers keep the clients they work hard to win

Clients rarely announce they’re unhappy. They just don’t renew. For insurance brokers, that gap between a client going quiet and a client leaving is where retention is won or lost.

JAVLN and AskNicely have formalised a partnership to close it. JAVLN Officetech keeps every client’s documents, correspondence, tasks and workflow in one place inside Microsoft 365. AskNicely captures client feedback in real time at key policy and claims touch points, flags the clients who need attention and coaches frontline teams on the service behaviours that drive retention and referrals.

A number of brokerages already use the two side by side. The partnership makes that official, with both companies now working towards closer product integration.

Two angles on the same problem

“AskNicely and JAVLN have been solving the same problem from two different angles for a while now,” said AskNicely CEO Tony Ward. “JAVLN runs the business, we help brokers hear their clients. Formalising this partnership and working towards tighter integration between the two platforms means less manual work and a much clearer signal on which clients need attention.”

Dale Smith, CEO of JAVLN, said: “Clients stay when they feel looked after well before renewal comes round. JAVLN Officetech gives brokers every client’s history in one place, summarised in about a minute, and AskNicely shows how that client is feeling right now. Together they give brokers the full picture and a head start on the conversations that keep clients.”

What it means for brokers

Real-time alerts flag at-risk clients while a manager can still step in, well before renewal. Teams of any size, from a single office to a multi-branch group, share one standard for what good service looks like, with coaching built into the daily workflow. Happy clients turn into five-star reviews and warm referrals without extra manual work. And leaders see service quality and client sentiment early, rather than after a client has already gone.

Already working for brokers

ICIB Brokerweb Insurance & Risk Advisory uses AskNicely to get ahead of renewal risk. “It’s helping us get ahead of our retention numbers by enabling our managers to proactively engage and reach out to clients for meaningful discussions before they decide to leave us,” said Peter Holder, National Operations Manager. “This has created a stronger connection with our clients and improved overall satisfaction.”

Kiwis working with Kiwis

Both companies were born in New Zealand and now build for brokers worldwide. AskNicely, headquartered in Portland, Oregon, is trusted by more than 1,000 service brands globally. JAVLN, founded in 2011, is trusted by thousands of insurance professionals across Australia, New Zealand, the Pacific Islands and beyond.

If you use JAVLN Officetech and want to see how AskNicely fits alongside it, our door’s always open. Get in touch.

Learn more about AskNicely at asknicely.com.

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