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One client. One record. Always current.
Quotes, policies, claims, invoices and documents sit in one client record, with team tasks tracked and assigned in My Tasks.
JAVLN Platform brings every client interaction into a single record. So your team always opens the conversation with full context. That shows up in faster service, better advice and stronger client loyalty.
360-degree client view. Policies, claims history, financial transactions and attached documents all live together, giving your brokers the client relationship at a glance.
Modern dashboard. The dashboard keeps recent clients, policies and tasks a click away, so your team picks up right where they left off.
Claims history at the point of renewal. Claims history lives on the same client record as the policy, one tab away when renewal conversations start.
Co-insurance, instalments and premium funding. All managed on each policy, a click away from the client’s policy list.
Complete financial picture. Client transactions with live totals, payment details and paid status all sit against the client record, with instalment plans and premium funding managed on each policy.
Document management, in context. JAVLN Platform keeps policy schedules, client correspondence and key documents against the client record. Add JAVLN Officetech and regulatory and compliance documentation flows in too, automatically aligned with policy data.
Service is what sets a brokerage apart, and great service depends on having every detail in one place. Brokers tell us they want the full client picture in front of them the moment they pick up the phone.
The client record in JAVLN Platform is designed for that moment. It is the broker's working surface, a live view of every active conversation, transaction and task that stays current as your team works.
Faster response times. Your team answers in seconds and clients feel the difference.
Better advisory at every interaction. With claims, financials and policy history in one place, brokers spot the moments that matter, from cross-sell openings to renewal optimisation and the cover refinements that grow client value.
Smoother handovers. When a broker is on leave or a client moves between team members, the next colleague steps straight in with full context and keeps the relationship moving.
A foundation for retention. Loyalty grows in the small interactions, and a 360-degree client view strengthens every single one.
JAVLN Platform includes a light CRM purpose-built for insurance brokers. One client record holds quotes, policies, claims, financial transactions and documents, so your team starts every conversation with the client’s history on hand.
Yes. Role-based access controls let you decide who sees what by branch, by role and by client. A claims team member might see claims history, the back office sees financial detail and the broker sees the full picture. Compliance and confidentiality are built in.
Documents including policy schedules, correspondence and attachments are stored against the client record in JAVLN Platform. Add JAVLN Officetech and regulatory and compliance documentation is automatically linked, giving you a complete audit trail alongside the policy data.
Yes. Claims history sits in the same client record as the client’s policies, one tab away, equipping your brokers to advise on pricing and cover with the claims record to hand.
