Smart task creation and assignment – Generate tasks manually or automatically from your broking system, with clear deadlines and priorities that keep your team aligned
Structured workflow steps – Guide your team through complex processes with simple checkpoints, text capture, reassignment triggers, and automated email steps that eliminate guesswork
Real-time progress tracking – Monitor task completion across your entire team with comprehensive task lists, status updates, and progress visibility that prevents things falling through cracks
Bulk operations and smart filtering – Import renewal tasks in bulk, filter by client/category/deadline, and manage multiple tasks simultaneously to save hours of administrative time
Complete task history – Access comprehensive task records for every client interaction, providing full context and demonstrating professional duty of care
Flexible deadline management – Extend deadlines when client needs change, set priority levels for urgent matters, and never miss critical renewal dates
Team collaboration features – Share task visibility across all team members with collaborative note-taking and bulk reassignment capabilities for seamless workload management
Template-based consistency – Standardise workflows across your team to minimise errors, ensure consistent documentation, and maintain professional standards
Informed consent compliance – Mandatory workflow steps prevent progression until consent is obtained, with ASIC-compliant templates and audit-ready reporting for July 2025 regulations
Microsoft 365 integration – Capture Outlook emails automatically, launch document templates directly from tasks, and sync deadlines with your calendar within your existing environment
Comprehensive record keeping – Smart-file documents to correct client folders with complete audit trails and immutable file notes that support regulatory compliance
System connectivity – Seamlessly integrate with your existing broking systems and third-party tools through API capabilities and automated data flows
Enterprise security – Essential Eight compliance, multi-factor authentication, and encrypted data storage protect sensitive client information throughout all workflows
Schedule a personalised demonstration and see exactly how JAVLN Officetech can guide your brokerage workflows, ensure compliance, and boost your team's productivity.
