Explore the Full Power of JAVLN – Features Built for Brokers

Q: Can JAVLN handle commission splits between multiple brokers?

Yes. JAVLN allows brokers to set up commission splits across multiple business entities and agents, including percentage-based splits for shared client policies.

Q: Does JAVLN provide business performance reporting?

Yes. The platform includes a comprehensive report library with real-time business insights, performance tracking, and compliance reports that can be generated on demand.

JAVLN Platform feature FAQs

Key features include multi-insurer quoting, full policy lifecycle management, renewals tracking, claims management, commission management, integrated accounting, and compliance reporting.

Yes. JAVLN Platform allows brokers to set up commission splits across multiple business entities and agents, including percentage-based splits for shared client policies.

Yes. JAVLN Platform includes a comprehensive report library with real-time business insights, performance tracking, and compliance reports that can be generated on demand.

Yes. JAVLN has achieved SOC 2 Type 2 compliance for both the Platform and Officetech products, confirming it meets independent security standards for data protection.

Dashboard and navigation

Smart buttons that only show relevant options for what you're currently doing.

Speed up your work with quick access to switch between linked policies, claims and clients right from the toolbar.

Quick visual indicators that help you spot different types of information at a glance.

Start most everyday tasks from the Workflows button - create quotes, update client records, manage claims and handle payments all in one place.

Drag-and-drop widgets that give you easy personalisation of your dashboard. Useful for viewing recently accessed clients, policies, payments and receipts.

In-depth filtering using advanced search options to find exactly what you need.

Clear step-by-step guidance with stages like Details, Confirm, and Cancelled. Includes helpful messages about why certain actions might be unavailable.

Customise your dashboard to show just what you want - notifications, helpful tools and your favourite links.

All your essential tools and information in one easily accessible place.

Client and prospect management

Easily assign clients to agents, brokers or company representatives and categorise these relationships for smooth management.

Add important comments that appear as warnings or pop-ups, ensuring key information is noticed straight away.

Add fields tailored to your specific needs - like capturing a builders licence number for construction clients.

Quickly create and maintain client records with accurate, up-to-date information. Includes multiple contact details for business clients.

View everything in one place - client details, policies, communications, contacts, payment preferences and invoicing groups. Makes handling enquiries quick and easy.

Store files against any client record - prospect or customer - to keep documents organised and easy to find when you need them.

Track potential clients using profile types and seamlessly turn them into clients when ready.

Keep your records accurate with our address validation service, saving time on manual checks.

Link customer records to capture relationships between clients, giving you a central view and revealing new opportunities.

Policy lifecycle management

Calculate and distribute agent commissions accurately and efficiently.

Generate clear account statements for each period, including specific transactions based on client needs.

Handle various insurance policy types, including domestic and commercial, or single product or package products.

Manage policy renewals seamlessly to maintain continuous coverage for clients.

Handle cancellations efficiently with various refund options - pro-rata or full refunds.

Easily manage and pay commission to brokers or agents through business entities.

Set percentage splits for multiple clients paying for one policy.

Group multiple policies and quotes with the same renewal date into one portfolio, regardless of insurer, ready to share with clients.

Easily provide detailed breakdowns of fees, ensuring transparency when generating insurance quotes.

Keep clear records of all risks included under each type of insurance policy.

Simplify renewal quotes from different insurers using stored policy and risk information.

See all your client's policies, quotes and transactions in one convenient place.

Update policies with straightforward endorsements and premium adjustments to keep cover perfectly aligned with client needs.

Claims management

Generate ready-to-send claim notification documents for insurers on behalf of your clients.

Store contact details for advisors and third-parties involved in claims for clear communication.

Document management

Use pre-set templates to create policy schedules, invoices, quotes, credit notes and more.

Upload and store any document from clients, third parties or insurers, linked directly to the right client, policy or claim.

Send emails straight from JAVLN with all correspondence and attachments automatically linked to the correct client and policy.

Accounting and payments

Include all paid policies in a payment to an insurer or agent, review and make changes where required before processing.

Drill down to see every transaction with detailed insights into types, dates and amounts.

Make transactions convenient with DEFT and BPAY payment options in Australia.

Track earnings easily with an income account that shows all your company's commissions, net of policy disbursements.

Handle month end smoothly - pay insurers, underwriters, agents, referrers and government agencies, plus handle receipts, income and remittances.

Choose the right receipt type for different situations to simplify your payment process.

Create single payments that include all money from multiple products from the same insurer, saving time with bundled payments.

Events and tasks

Add notes, comments or files to keep client records up to date.

Add pop-up notifications to customer records for important review reminders or action alerts.

Set quick reminders for yourself or others to contact people.

Create, assign and monitor tasks easily with reminders. Use the calendar icon to set due dates and assign tasks to others.

Reporting

Get clear views of posted policies, income received, agent payments, taxes, levies and income draws.

Access comprehensive reports to understand business performance and simplify APRA 701 reporting.

Manage relationships better with reports showing policies, claims and monies owing.

Track all policies, renewals due, unpaid policies at risk, and more.

Streamline your APRA (Australian Prudential Regulation Authority) recording and reporting process.

User administration

Make changes easily with configuration settings while tracking key changes in the audit log. Restrict access based on role and branch.

Keep secure with strong password requirements, regular password updates, login attempt monitoring and multi-factor authentication (MFA).

Help and support

Access expert help and guidance for troubleshooting whenever you need it.

Get started smoothly with our collaborative implementation process, ensuring successful go-live from day one.

Cloud Security

Access your work from anywhere - office, home or on the go.

Rest easy with SOC-2 compliance, encrypted data, multi-factor authentication and comprehensive access controls.

Get automatic software updates with new features and security, giving you peace of mind.

Multi-quote

Generate invoices and attach insurer documentation in single, streamlined emails.

Store all insurer documentation against policies in JAVLN after binding.

Coming soon. Connect seamlessly with Ebix Sunrise, Steadfast Client Trading Platform (SCTP) and direct to insurers for complete policy management.

Compare terms from multiple insurers across all platforms in one place - whether from Sunrise, SCTP, or direct insurer connections.

Coming soon. Enter risk information once to create quotes across Sunrise, SCTP or direct to insurers.

Coming soon. Access multiple insurers for Business Pack, Residential Strata, Home, Landlord and Private Motor insurance products. *AU only

Coming soon. Connect with multiple insurers for Business Pack, Commercial Motor, Workers Compensation, Residential Strata, Farm Pack, Corporate Travel, Home, Landlord and Private Motor insurance. *AU only

Explore the full power of JAVLN – features built for brokers

JAVLN Platform feature FAQs

What are the core features of the JAVLN Platform?

Can JAVLN Platform handle commission splits between multiple brokers?

Does JAVLN Platform provide business performance reporting?

Is JAVLN's data secure?

Dashboard and navigation

Action bar buttons

Associations button

Colour-coded icons

Comprehensive workflows

Dashboard

Easy search and find

Guided step validation

Personalised portlets

Sidebar

Client and prospect management

Agent or broker assignment

Client comment alerts

Custom fields

Customer relationship management

Detailed client screen

Document filing

Lead management

Online address verification

Relationship mapping

Policy lifecycle management

Calculating and payment of agent commission

Client statements generation

Different policy types

Easy renewal processing

Flexible cancellations and refunds

Manage multiple agents and sub-agents via Business entities

Multi client invoicing

Portfolio

Quote generation with transparency of fees

Record risks covered in each policy type

Simple remarketing for policy renewal

Single client view

Straight forward endorsement and premium adjustments

Claims management

Generate claims documentation to the insurer

Manage interested third parties and advisors

Document management

Documentation and schedules

Integrated document management

Secure email system

Accounting and payments

Bulk payment processing

Comprehensive account transaction views

DEFT and BPAY payment methods

Income account

Month end payments

Receipt options for payments

Streamline insurer batch payments

Events and tasks

Enhance client records

Pop-ups

Reminders

Tasks

Reporting

Accounting month end reports

Comprehensive standard report library

CRM reports

Policy reports

Streamline APRA reporting

User administration

Access and security control options for role based access

User authentication

Help and support

Ongoing help and support

Supported implementation

Cloud Security

Anywhere, anytime access

Reliable security

Seamless updates

Multi-quote

Client communication

Documentation management

Integrated connectivity