Insurance broker compliance software for local regulations

Navigate insurance regulations with confidence. JAVLN Officetech delivers built-in compliance tools that automatically handle Essential Eight security requirements, Informed Consent documentation, and comprehensive record keeping. All in one central place that’s designed specifically for insurance brokers.

Essential Eight security and regulatory compliance built-in

Documented and enforced security measures

JAVLN Officetech aligns with the Australian Government's Essential Eight cybersecurity framework, providing documented and enforced security measures that insurance brokers need for regulatory compliance. Our platform includes:

Application control with whitelisting and automatic updates
Patch management ensuring systems remain secure and compliant
Microsoft Office macro settings configured for security
User application hardening to prevent unauthorised access
Restrict administrative privileges with role-based access control
Multi-factor authentication for all user accounts
Daily backups with secure, encrypted storage
Regular vulnerability assessments and remediation tracking

JAVLN Officetech compliance wheel graphic showing Essential Eight security for brokers

Unlike generic platforms that require additional security bolt-ons, JAVLN Officetech delivers Essential Eight compliance out of the box, reducing your setup time and ensuring you meet regulatory standards from day one.

Automated Informed Consent documentation

Streamline client consent management

Managing informed consent requirements has never been easier. JAVLN Officetech automatically:

Captures and timestamps all client consent interactions
Links consent records directly to client files and policy documents
Generates audit-ready reports showing consent compliance history
Tracks consent renewals and expiry dates with automated reminders
Maintains version control of consent forms and client agreements
Provides digital signature integration for seamless client onboarding

Every interaction is documented with full audit trails, ensuring you can demonstrate compliance during regulatory reviews while improving client experience through streamlined processes.

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

Comprehensive record keeping and audit trails

Never miss a compliance requirement

JAVLN Officetech's task management and record keeping ensures every document, interaction and decision can be captured and easily retrievable:

Automated document classification

Auto-files documents to correct client folders
Maintains regulatory-compliant folder structures
Links related documents across policies and time periods

Complete audit trails

Tracks who accessed what documents and when
Records all changes with timestamps and user identification
Maintains version history for all client communications
Logs policy updates and renewal activities

Regulatory reporting made simple

Generate compliance reports easily
Export audit trails for regulatory submissions
Automated retention of documents

Automated record keeping interface displaying audit trails and regulatory reports

Why JAVLN Officetech leads in broker compliance

Purpose-built for insurance broker regulations

Unlike generic document management systems, JAVLN Officetech understands the specific compliance challenges facing insurance brokers.

Regulatory intelligence

Built-in templates for ASIC and APRA reporting requirements
Compliance checking against current regulations
Updates pushed automatically as regulations change
Integration with most Policy Management Systems for seamless data flow

Client protection focus

Automated Privacy Act compliance for client data handling
Secure access to client data with granular permissions
Encrypted data transmission and storage
Regular penetration testing and security audits

Microsoft 365 integration for compliance

Leverage your existing investment

JAVLN Officetech's deep Microsoft 365 integration means compliance tools work seamlessly with your existing workflow:

Outlook integration captures all client emails and their attachments, saved directly into the relevant client file using Conversion ID to eliminate misfiling
Work with Word, Excel and PowerPoint, saving them straight into JAVLN Officetech. You can use pre-determined templates to ensure consistency and regulatory alignment
When composing an email in Outlook, you can insert attachments directly from JAVLN Officetech
Collaborative editing is supported by users needing check documents in and out, ensuring version control and streamlining collaborative editing
JAVLN Officetech includes an inbuilt template system allowing users to access the same templates - this reduces creation time and maintains consistent branding and messaging across company documents. These templates can be linked to tasks to streamline workflows, and include the ability to add merge fields from the CRM.

Stay ahead of insurance regulations

Proactive compliance management

The regulatory landscape for insurance brokers continues to change. JAVLN Officetech helps you stay ahead:

Regular updates

Automatic software updates include compliance features
Regulatory change notifications and implementation guidance

Local expertise

Locally-hosted data centers ensuring data sovereignty
Support team with deep insurance industry knowledge
Regular compliance webinars and training sessions

Insurance Broker Compliance made simple with JAVLN Officetech