Automate your document workflows and enhance productivity with effortless access to client, policy, and claims information

Managing client records and documents shouldn’t be complex. With JAVLN Officetech, new client, policy, and claim records are automatically sent from your policy management system, eliminating duplicate data entry and improving efficiency.

See it in action
Screenshot of the main dashboard for JAVLN Officetech's document management software, where insurance brokers can manage documents and tasks.

How data syncs from your policy management solution

Organise Client Data

Keep everything organised

Every client and policy transaction in your policy management system automatically creates a client folder in JAVLN Officetech.

Assign and track client needs

Document filing made easy

Automatically file policy documentation in JAVLN Officetech, or opt for manual filing based on your workflow needs.

Update client records.

Easy data access

Drill back and forth between your policy management system and JAVLN Officetech for direct access to vital client information.

Designed for the modern broker

Centralised access

View all your client, policy, and claims data in one secure location with electronic document storage.

Real-time updates

Enjoy automatic syncing of client documents, ensuring you're always working with the most current information.

Automatic syncing

Seamlessly connect with popular policy management systems like JAVLN, Steadfast Insight, iBais, and Winbeat NEXT for a streamlined experience.

Why Choose JAVLN Officetech?

  • Efficient document management: Our secure cloud-based document management software ensures your data is always accessible and protected.
  • Compliance made simple: Utilise compliance management tools and full document audit trail to meet industry standards.
  • Integrated workflows: Benefit from workflow automation and document automation tools to streamline your processes.

Enhance your policy management solution with JAVLN Officetech

Book a demo