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JAVLN Officetech - Document and workflow management for insurance brokers

Automated record keeping interface displaying audit trails and regulatory reports
Compliance confidence
Built-in compliance tools including detailed audit trails and regulatory reporting, immutable file notes and guided workflows, all in one central system.
Cloud based
Cloud based document management, purpose-built for insurance brokers. Save time, stay compliant and work from anywhere.
Microsoft 365 integration
Enhance your existing Microsoft 365 environment by adding an intelligent insurance-specific layer that anticipates and prevents common mistakes that plague manual processes.
Multi level security
Two critical security frameworks that protect your business: the Essential Eight cybersecurity mitigation strategies and SOC 2 compliance certification.
Text based search
Find any client document, policy, or email in seconds, and eliminate time wasted hunting for files, with intelligent text based search.
Tasks and workflows
Transform daily operations with intelligent workflows - smart task management, compliance tracking, and guided processes that keep your brokerage organised and efficient.
Immutable file notes
File notes are immutable and automatically time and date stamped, providing reliable records and robust audit trails.
Built in PDF tools
Streamline PDF management with JAVLN Officetech's integrated tools - merge, split, redact, and highlight documents instantly without leaving the workflow.
Document storage
Centralised, effective document storage via organised and searchable cabinets, helping brokers manage, store and find information fast.
CRM available on OT5
Consolidate client and prospect information in one place, facilitating efficient onboarding, and personalised communication throughout the client lifecycle.
Document check-in
and check-out
Maintain consistent document version control, ensuring your team are all working from the same business-aligned document and client files. 
Policy management system integration
Streamline workflows and reduce manual data entry by integrating JAVLN Officetech with your policy management system.

Compliance for under
$6 a day

Meticulous record-keeping shouldn’t be seen as annoying admin, it’s a core business process with real benefits.

JAVLN Officetech offers a simple, cost-effective way to strengthen your record-keeping and reduce risk.

At under $6 a day per user (the cost of your morning coffee), it’s a modest investment,  especially when weighed against the potential cost of non-compliance, which can run into six figures.

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Stay one step ahead with JAVLN FACTS

Stay ahead of industry changes and compliance requirements with our comprehensive collection of JAVLN FACTS.

Each JAVLN FACTS provides practical insights into critical topics affecting insurance brokers, from record-keeping requirements and Informed Consent regulations to the latest developments in AI integration and cybersecurity compliance.

JAVLN FACTS

Book a call today and learn how over 8,700 insurance professionals are achieving their business goals with JAVLN.

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