What is JAVLN Officetech?

JAVLN Officetech is cloud-native document management software for insurance brokers. It centralises documents, automates workflows, and uses AI to surface client context, all with compliance, audit and security built in.

What is a broker document management system?

A broker document management system stores, organises and secures the documents an insurance brokerage creates and receives, with controls for compliance, search, collaboration and retention.

How does JAVLN Officetech help with compliance?

Officetech enforces immutable file notes, controlled access, audit trails and retention policies so every client interaction and document change is recorded and audit ready.

Is JAVLN Officetech compliant with Australian and New Zealand regulations?

Yes. Officetech is designed around APRA, ASIC and IBCOP obligations and is used by brokerages across Australia and New Zealand.

How does JAVLN Officetech differ from JAVLN Platform?

JAVLN Platform is the broker management system for policies, clients and accounts. JAVLN Officetech is the document management backbone. Together they form the JAVLN Broker Operating System.

Is JAVLN Officetech secure?

Officetech is cloud-native with encrypted storage, role-based access, granular permissions and full audit logging to protect client data.

Does JAVLN Officetech integrate with Microsoft 365?

Yes. Brokers can co-edit Word, Excel and PowerPoint files, work with PDFs, and file Outlook emails directly into Officetech.

Does JAVLN Officetech integrate with existing broker software?

Yes. Officetech integrates with JAVLN Platform and is built to work alongside the broker management systems many brokerages already use.

Insurance Document Management Software

The compliance and productivity backbone for your brokerage

JAVLN Officetech is purpose built for insurance brokerages. Document management, workflow automation, AI client summaries and compliance evidence all live in one cloud native system.

JAVLN Officetech is one half of the JAVLN Broker Operating System. Pair it with JAVLN Platform and policy data stays aligned with compliance documentation by design.

Learn about the JAVLN Broker Operating System

Insurance broker using informed consent tracking system on laptop with client documents

Compliance, audit and security, built into every workflow

Meet APRA, ASIC and IBCOP standards with a purpose built document management system that captures immutable records of every action. MFA, SOC 2 Type 2 compliance, Essential Eight cybersecurity controls, enterprise standard encryption and role based access protect documents. When an auditor asks, the evidence is one report away.

Audit ready by design.

Explore compliance, audit and security

Document workflow automation that frees up broker time

Guided filing and smart templates send every document to the right place, every time. New staff get up to speed faster because the workflow shows them the way. Experienced staff stay focused on advising clients.

Get filing right, first time, every time.

Explore document workflow automation

AI powered client activity summaries

Gain instant intelligence with an AI generated overview of every client's recent activity. Pick up a file and your team sees the story so far in seconds. Conversations start informed. Service feels effortless.

Full client context. In seconds.

Explore AI client activity summaries

Search, collaboration and Microsoft 365

Find any word or term inside a document with full text search across your entire library. Open, edit, sign and share files inside Outlook, Word, Excel and PowerPoint through Microsoft 365 integration.

Every word, findable. Every file, workable.

Explore search, collaboration and Microsoft 365

Cloud native, ready when you are

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.

Part of the JAVLN Broker Operating System

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. One client record. One audit trail. One vendor relationship.

Two products. One operating system.

See the JAVLN Broker Operating System

Plans to suit your insurance broking business

AUD NZD

Starter

$799

per month

$799 one-time onboarding fee

Up to 5 Users
500GB secure data storage

VIEW FULL DETAILS

Standard

$1,299

per month

$1,299 one-time onboarding fee

Up to 10 Users
1TB secure data storage

VIEW FULL DETAILS

Starter

$899

per month

$899 one-time onboarding fee

Up to 5 Users
500GB secure data storage

VIEW FULL DETAILS

Standard

$1,499

per month

$1,499 one-time onboarding fee

Up to 10 Users
1TB secure data storage

VIEW FULL DETAILS

COMPARE PLANS

"Working with JAVLN Officetech has simplified how we manage our business. Their system is easy to use, making it simple to track workloads and maintain oversight of our processes. This visibility has helped us operate more efficiently and confidently. I would recommend JAVLN Officetech to any business wanting straightforward solutions that deliver results."

Nic Tyson, Director

The Advisers

"From the moment I saw a demo of JAVLN Officetech, I knew this was the best solution for my business for compliance management."

Dean Bowen, Managing Director

DLB Insurance Risk Solutions

"As client files were piling up and compliance was getting harder to manage, 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,

Aviso Specialty Insurance and Risk Advisory

"Having the right technology partner makes all the difference – it's about solving real problems, not just adding another system."

Dianne Phelan, Group Operations Manager

BJS

"JAVLN Officetech understands our business inside and out. I can’t see a brokerage it wouldn’t work for.”

Nerida Trappett, Operations Leader

Rivers Advice and Insurance Brokers

“JAVLN has been a game changer for our brokerage. Its user-friendly interface and client-centric approach have significantly improved our efficiency and enabled us to take our customer service to the next level. The continuous development and support from the JAVLN team has made this partnership invaluable.”

Pieter Versluis, General Manager

Trans-West Insurance Brokers

"If you speak to our pilot site, which went through the initial implementation challenges, they will still say JAVLN was the right choice. They'll talk about how much quicker it is to renew a policy. That's a real testament to the platform's capabilities."

Jo Mason, CEO

NZbrokers

"From the moment I saw a demo of JAVLN Officetech, I knew this was the best solution for my business for compliance management."

Dean Bowen, Managing Director

DLB Insurance Risk Solutions

“The biggest impact we’ve seen using JAVLN is the time saved by automating tasks that were previously manual, such as our renewal process. It’s been such a difference to have a wide range of tasks automated or handled by JAVLN’s self-serve client portal, allowing us more time to focus on more complex tasks.”

Deanna Burke, Commercial Account Adviser

aibGROUP Insurance

"As client files were piling up and compliance was getting harder to manage, 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,

Aviso Specialty

JAVLN Officetech common questions

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 brokerage 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 compliant 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 and Microsoft 365, and some other broker management systems like Insight and Winbeat. JAVLN Officetech is a Steadfast approved supplier for document management software.

Document management software for insurance brokers in Australia and New Zealand

The compliance and productivity backbone for your brokerage

Compliance, audit and security, built into every workflow

Document workflow automation that frees up broker time

AI powered client activity summaries

Search, collaboration and Microsoft 365

Cloud native, ready when you are

Part of the JAVLN Broker Operating System

Plans to suit your insurance broking business

Starter

Standard

Starter

Standard

"From the moment I saw a demo of JAVLN Officetech, I knew this was the best solution for my business for compliance management."

"As client files were piling up and compliance was getting harder to manage, word-of-mouth recommendations gave us the confidence to make the switch to JAVLN Officetech - and we haven't looked back."

"Having the right technology partner makes all the difference – it's about solving real problems, not just adding another system."

"JAVLN Officetech understands our business inside and out. I can’t see a brokerage it wouldn’t work for.”

"If you speak to our pilot site, which went through the initial implementation challenges, they will still say JAVLN was the right choice. They'll talk about how much quicker it is to renew a policy. That's a real testament to the platform's capabilities."

"From the moment I saw a demo of JAVLN Officetech, I knew this was the best solution for my business for compliance management."

"As client files were piling up and compliance was getting harder to manage, word-of-mouth recommendations gave us the confidence to make the switch to JAVLN Officetech – and we haven't looked back."

See what JAVLN Officetech can do for your brokerage

JAVLN Officetech common questions