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Documents filed where they belong, workflows that guide the way and audits you are always ready for.
JAVLN Officetech is the compliance and productivity backbone for brokers. Documents filed to the right place. Workflows guide every step. Audit evidence builds in the background, ready the moment you need it.
Thousands of insurance professionals trust JAVLN across Asia-Pacific
Independently audited SOC 2 Type 2 compliant
Compliance built in; ASIC, IBCOP and APRA aligned
with SOC 2 Type 2 compliance, enterprise-standard encryption and role-based controls.
Security standards
with Microsoft tools that insurance brokers use every day: Outlook, Word and Excel.
Microsoft 365
providing legal client interaction records with purpose-built document management.
Audit trails
with AI that reads recent activity for you: file notes, correspondence, claims movement and document changes.
AI summaries
with workflows that guide every step, from new business through to renewal.
Workflow automation
with search that reads inside policy documents and every version is controlled.
Document search
JAVLN Officetech is a cloud product. Your team works from any browser. Always the latest version. Always the latest security. Protected by MFA and enterprise standard encryption.
True cloud access. Anywhere, any device, secure by default.
Pair JAVLN Officetech with JAVLN Platform and the two products form the JAVLN Broker Operating System, where policy data and compliance documentation stay aligned by design. You get a single client record and audit trail, from one vendor.
Two products. One operating system.
"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."
JAVLN Officetech is a document and compliance management system built specifically for insurance brokers. It integrates with Microsoft 365 to centralise documents, tasks and workflows, and pairs with policy management systems to keep every record audit ready.
A broker document management system (DMS) is software that stores, organises and protects every file a broking firm handles: policy schedules, client correspondence, file notes, claims documents and compliance records. JAVLN Officetech is a purpose built broker DMS with immutable file notes, guided filing workflows, an AI client activity summary and deep Microsoft 365 integration.
JAVLN Officetech captures a non-editable audit trail that provides a legal record of client interactions. Filing is guided. Approvals are logged. Access is role based. APRA, ASIC and IBCOP evidence builds in the background as your team works, so an audit becomes a one click report rather than a project you scope.
Yes. JAVLN Officetech is designed to support brokers' compliance obligations under local regulatory frameworks including ASIC and IBCOP requirements, with templates aligned to APRA CPS 230 expectations.
JAVLN Platform manages policy data and transactions. JAVLN Officetech focuses on document management, compliance workflows and business productivity. The two products work together via a two way integration that connects policy, client and document management into one operating environment: the JAVLN Broker Operating System.
Yes. JAVLN Officetech is SOC 2 Type 2 audited and built on the Essential Eight cybersecurity framework. Documents are protected with MFA, enterprise standard encryption and role based access controls, backed by regular penetration testing and security audits.
Yes. JAVLN Officetech integrates with Outlook, Word, Excel and PowerPoint. Brokers file emails directly from Outlook into the right client and policy folders, edit and save documents in place using insurance ready templates and use an integrated Outlook toolbar to attach files from Officetech into outgoing emails.
Yes. JAVLN Officetech integrates with JAVLN Platform, INSIGHT and WinBEAT: Officetech cloud works with WinBEAT NEXT and Officetech 5 works with WinBEAT. JAVLN Officetech is a Steadfast approved supplier for document management software.
Look for 7 things: filing from Outlook to the right client and policy, an audit trail that can't be edited, integration with your broker management system, fast search across emails and documents, renewal and task workflows, independently audited security such as SOC 2 Type 2, and support for branches or authorised reps. JAVLN Officetech covers each of these and runs inside Microsoft 365.
In seconds. Advanced search looks across emails, attachments and documents in one place, by client, policy, date or the words inside the file. Because each item is filed against a client and policy as it's saved, results come back with their context attached.
