Compliance confidence

Built-in compliance tools, aligned with the Essential 8 framework - guided document classification, complete audit trails and regulatory reporting, all in one central place.

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 layered security

Built on Microsoft Azure's
world-class infrastructure, with a multi-layered approach to security, and user level access management.

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.

LEARN MORE

JAVLN Officetech - Document and workflow management for insurance brokers.

Compliance confidence

Compliance for under $6 a day

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