Your team already lives in Microsoft 365, with 87% of broker-client files flowing through Outlook and Office applications. JAVLN Officetech seamlessly integrates with your existing Microsoft environment, adding insurance-specific intelligence without disrupting workflows or requiring staff retraining.
Smart email management - Intelligent filing suggestions and conversation threading organise client communications with standardised naming conventions across your entire team
Enhanced document templates - Access insurance-ready templates directly within Word, Excel, and PowerPoint with automatic client data population and version conflict prevention
Integrated Outlook toolbar - Save emails and attachments with intelligent filing suggestions while maintaining complete communication histories and audit trails
Universal quick-access tools - Add date stamps, insert signatures, and populate client data across any Microsoft application without switching platforms
Collaborative version control - Managed document checkout systems prevent overwrites while providing real-time visibility into team project progress
Comprehensive audit logging - Immutable records of all document interactions satisfy regulatory requirements with automated compliance tracking
Structured client organisation - Logical folder hierarchies with automatic year-based filing maintain consistent organisation across shared workspaces
Contextual workflow integration - Templates and tools appear when needed, populated with relevant information based on your current work context
Renewal management support - Integration feeds into guided renewal workflows and deadline tracking systems
Client portal connectivity - Documents managed through Microsoft 365 sync seamlessly with secure client access portals
Task management enhancement - Email and document activities automatically generate follow-up tasks and milestone reminders
Compliance infrastructure - Audit trails and document controls support broader regulatory and security frameworks
Team collaboration foundation - Shared inbox and public folder compatibility extends functionality across entire brokerage operations
Experience seamless document management with JAVLN Officetech. Microsoft 365 integration available with all JAVLN Officetech subscription plans. Compatible with existing Microsoft 365 Business and Enterprise licenses.
