Reclaim valuable time previously spent searching through scattered files and folders. JAVLN Officetech's powerful search engine transforms how insurance brokers access critical client information, compliance documents, and business data instantly.
Full-text search across all content - Search through document body text, email subjects, comments, and metadata using simple keywords, not just file names
Unified search interface - Access policy documents, client correspondence, and renewal notices from one search bar that scans all document types simultaneously
Advanced filtering options - Refine results by file type, date ranges, author, cabinet location, and custom criteria with saved preferences for streamlined workflow
Intelligent client lookup - Find client details instantly using any part of their name or ID, covering all client record fields for accurate results
Task search and management - Locate tasks using keywords or reference numbers, with filtering by user, category, client, status, and dates
Email content integration - Search within email threads for specific addresses, phone numbers, or policy references to ensure critical communications are never lost
Lightning-fast performance - Cached search results enable instant navigation and re-running of previous searches with comprehensive audit trails
Compliance confidence - Complete audit trails record every search and document access, simplifying ASIC, APRA CPS 230, and Essential Eight reporting
Enhanced client service - Instant access to client documents and communication history enables faster response times to client enquiries
Reduced filing errors - Automated folder suggestions and preview panes help prevent misfiling and ensure accurate document management
Seamless workflow integration - Connects with existing insurance management systems and Microsoft 365 for unified operations
Secure remote access - Search and access documents from anywhere with multi-factor authentication and centralised data security
Request a personalised demo with our team, and discover how finding any document in seconds can revolutionise your client service and operational efficiency.
