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Trust accounting, built in.
General ledger reporting with opening and closing balances. Automated bank reconciliation.
For a lot of brokerages, the broker management system handles policy data. Trust accounting happens somewhere else, in a separate ledger, with a separate reconciliation process and a separate audit trail. Closing that gap is what JAVLN Platform was built to do.
JAVLN Platform brings trust accounting into the same system as your policy data. The ledger, the bank reconciliation, the commission splits and the prescribed securities tracking all sit in the same system your brokers use. Financial record and policy record stay aligned by default.
General ledger reporting. With opening and closing balances. Built for insurance brokerages, with the structures and rules the industry actually requires, including trust account discipline.
Automated bank reconciliation. Upload supported bank files and JAVLN matches transactions automatically, with full manual reconciliation tools for the rest. When a premium funder remits, receipts are matched to the right client and policy.
Commission management across agent and sub-agent structures. With brokerage income tracked in the general ledger. Whatever your commercial model, direct broker, AR network or sub-agency.
Prescribed securities tracking. Australia and New Zealand specific compliance built in, not bolted on.
Premium funding receipting. When a premium funder remits, JAVLN Platform automatically matches the receipt to the right client and policy.
ASIC, IBCOP and APRA compliance checks across every workflow. Every transaction generates an auditable record. Every workflow produces evidence. Every report is a click away.
Faster reconciliation. Hours of month-end work become minutes. Your back office focuses on exceptions, not data entry.
Cleaner audits. Every action produces an audit trail. SOC 2 Type 2 controls underpin the platform itself. When your auditor asks, the answer is one report away.
Confident commission payments. Broker, agent and sub-agent commission calculations are accurate every cycle and visible to everyone who needs them.
A foundation for retention. Loyalty grows in the small interactions, and a 360-degree client view strengthens every single one.
One source of truth. Policy data and financial data are the same data. Numbers your team can rely on, every cycle.
Yes. JAVLN Platform's trust accounting is built specifically for the Australian and New Zealand insurance market, with ASIC, IBCOP and APRA compliance checks embedded in the workflow. Preventative compliance confirms every policy completion and renewal carries the required documentation, including informed consent and FSG. JAVLN itself is also SOC 2 Type 2 compliant.
Yes. JAVLN Platform supports commission calculation across broker, agent and sub-agent structures, including authorised representative networks. Commission splits are configured to match your commercial arrangements and applied automatically as policies bind and renew.
Upload your bank file and JAVLN Platform matches transactions to clients, policies and invoices automatically. Premium funder remittances are reconciled automatically too. Exceptions are flagged for your back office to resolve, so manual time goes only to the genuinely unmatched items.
If your business uses a separate general accounting package for payroll or non-trust GL needs, you can export general ledger data out of JAVLN Platform for use in your general accounting package. For the broking trust account itself, JAVLN Platform is designed to be the system of record.
