Managing client records and documents shouldn’t be complex
With JAVLN Officetech, new client, policy, and claim records are automatically sent from your policy management system, eliminating duplicate data entry and improving efficiency.
How data syncs from your policy management solution
Keep everything organised
Every client and policy transaction in your policy management system automatically creates a client folder in JAVLN Officetech.
Document filing made easy
Automatically file policy documentation in JAVLN Officetech, or opt for manual filing based on your workflow needs.
Easy data access
Drill back and forth between your policy management system and JAVLN Officetech for direct access to vital client information.
Designed for the modern broker
Centralised access
View all your client, policy, and claims data in one secure location with electronic document storage.
Real-time updates
Enjoy automatic syncing of client documents, ensuring you're always working with the most current information.
Automatic syncing
Seamlessly connect with popular policy management systems like JAVLN, Steadfast Insight, iBais, and Winbeat NEXT for a streamlined experience.
Why Choose JAVLN Officetech?
Efficient document management: Our secure cloud-based document management software ensures your data is always accessible and protected.
Compliance made simple: Utilise compliance management tools and full document audit trail to meet industry standards.
Integrated workflows: Benefit from workflow automation and document automation tools to streamline your processes.
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Book a call today and learn how 10k+ contracted insurance professionals are achieving their business goals with JAVLN.
