Javln tool ‘tracks the business brokers are chasing’
Insurance technology group Javln has unveiled a customer relationship management tool called Clients.
It will preview the product at the National Insurance Brokers Association Convention from Sunday on the Gold Coast.
The product is built for brokers and advisers, giving a clear view of every growth opportunity from first conversation to a won deal, the insurtech says.
“Almost every brokerage has a system for the policies it holds,” head of document intelligence Tim Mole said.
“Nearly half have nothing for the business they’re chasing. Brokers were never given software for that job. Javln Clients is our answer, and it belongs to the brokerage that uses it, not to a network.”
The company says its tool brings clients, leads and pipeline activity into one place, with notes from every call and meeting captured as they happen, by voice on the Javln app or at the desk.