Steadfast approved supplier for document management

JAVLN Officetech: The compliance and productivity backbone for your brokerage

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JAVLN Officetech

Every document filed. Every workflow guided. Every audit ready.

JAVLN Officetech is the compliance and productivity backbone for brokers.

Trusted, secure and compliant by design, with an AI-powered Client Activity Summary that puts years of client history at your fingertips in seconds.

AI-powered Client Activity Summary

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Years of client history, packed into 60 seconds of insight.

With a single click, automatically pull together client interactions, documents, tasks and activities into a clear, concise briefing - then generate an editable summary you can save, email or print. All inside JAVLN Officetech, without switching between systems.

Your summary includes:

  • Inbound and outbound correspondence
  • Quick notes and documents saved in the client folder
  • Tasks and key attributes
  • Time spent on client interactions

No more digging through file notes and emails to piece together a client picture. Just a fast, accurate summary - right when you need it.

Preparing for client meetings just got a whole lot easier.

Built for the way brokers work

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Compliance, audit and security in every workflow

Meet APRA, ASIC and IBCOP standards with uneditable records of every action. SOC 2 Type 2 certification, the Essential Eight cybersecurity framework, MFA, enterprise standard encryption and role-based access protect every document.

Explore compliance, audit and security 
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Workflow automation that frees up broker time

Guided filing and smart templates send every document to the right place, every time. New staff get up to speed faster because the workflow shows them the way, and experienced staff stay focused on advising clients.

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Search, collaboration and Microsoft 365

Find any word or term inside a document with full text search across your entire library. Open, edit, sign and share files inside Outlook, Word, Excel and PowerPoint through Microsoft 365 integration.

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Hear what our customers have to say

Nic Tyson, Director  •  The Advisers

"Working with JAVLN Officetech has simplified how we manage our business. Their system is easy to use, making it simple to track workloads and maintain oversight of our processes. This visibility has helped us operate more efficiently and confidently. I would recommend JAVLN Officetech to any business wanting straightforward solutions that deliver results."

Read their story

Aviso Specialty

For over 20 years, expert insurance broking and risk advisory services business, Aviso Specialty, has relied on JAVLN Officetech to streamline operations, enhance compliance, and support its expanding brokerage network. What began as a solution to solve document management challenges has since become an essential platform that drives productivity and fuels strategic growth.

Read their story
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Chat to our team at your local forum

Come and see the JAVLN team at Steadfast Forums 2026. Chat to us about how JAVLN Officetech can deliver compliance, document and workflow management.

Complete the below form to enter our prize draw, and be in to win a $250 Prezzee Card*.

* One $250 Prezzee Card will be drawn at random from all valid entries across the four forums within two business days of the Perth Forum. The winner will be contacted within five business days of the draw. Please chat to the JAVLN team at your local forum if you have any questions.

Terms and conditions.