Features - Insurance Broking Document & Workflow Management

Explore JAVLN Officetech’s range of features, designed to streamline your insurance broking document, task and workflow management.

Work when and where you want with JAVLN Officetech's cloud software.

Quickly capture, store and organise all your client documents in one central place.

Your policy management system synchronises with JAVLN Officetech to reduce data entry errors.

Automate tasks, track team activities, manage renewals, and more, to enhance overall efficiency.

Find any file quickly with JAVLN Officetech’s powerful text-based search capabilities.

With email integration, task management and document templates.

Manage who sees what with user roles and permissions, including restricted access and user management.

Access all client documents, tasks, and notes in one place, streamlining workflows and improving organisation.

Safeguard client data with ISO27001 certified data centre hosting and regular security audits.

Integrates with your existing systems

Connects smoothly with Microsoft 365, JAVLN, Steadfast Insight, WinBEAT NEXT, iBAIS and Zoho CRM. So all your important documents and client communications are saved in JAVLN Officetech.