Insurance Document and Compliance Management Software for UK Brokers

Make your document management secure, compliant and FCA-ready.

An integrated SaaS and cyber-resilient managed service.

Get a free 30-minute audit of your document management system

Are You Facing these Issues with your Current Document Management System?

Over‑reliance on SharePoint for document management despite known limitations around insurance workflows, auditability and long‑term record integrity.

Limited visibility of client history, forcing teams to manually piece together emails, notes and documents during audits, complaints or due diligence reviews.

FCA Consumer Duty compliance pressure, requiring clear, time‑stamped, auditable records of advice, interactions and policy documentation.

Fragmented document storage across SharePoint, email inboxes and local drives, making it difficult to evidence decisions, communications and audit trails.

  “Simplified how we manage our business”
	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.
	Nic Tyson, Director, The Advisers

Insurance Document Software Backed by a Cyber Resilient Managed Service

Intersys has partnered with JAVLN Officetech to bring purpose‑built insurance document management and compliance software to the UK market, supported by a security‑first managed service.

The joint offering combines Javln’s insurance‑specific software with Intersys’ onboarding, helpdesk and cyber‑security expertise for brokers operating under increasing regulatory pressure.

Our insurance document and compliance management software has been designed specifically for Independent Intermediaries and Appointment Representatives. We help firms ranging from small independent AR networks to large consolidators managing thousands of documents annually.

Our software is purpose-built for brokerage workflows, not just adapted from generic software.

JAVLN Officetech sits across a broker’s workflow as a document, audit and compliance layer working inside Microsoft 365.

We can help you reduce compliance overheads and integrate systems for a smoother lifecycle.

Remove Friction Across the Entire Lifecycle

Boost document and workflow efficiencies

Instant retrieval: Find any policy, claim, or compliance document in seconds with powerful text-based search.
Seamless M365 integration: Work directly within Outlook, Word, and Excel while JAVLN Officetech UK automatically captures and files every interaction.
Automated standardisation: Use pre-built, insurance-specific templates to maintain consistent branding and messaging across all branches.

Stay FCA compliant and cyber secure

FCA-ready audit trails: Get full audit reports in minutes for compliance with Consumer Duty and RMAR.
Immutable records: Protect your license with time-stamped, non-editable file notes and automated 7-year document retention.
Enterprise-grade security: Safeguard sensitive client data with SOC 2 compliance and multi-factor authentication (MFA).

Easily manage client and partner relationships

Unified client view: Build stronger relationships with a 360-degree view of all client documents, tasks, and communications in one place.
Network oversight: Principals can easily monitor AR activity and record-keeping quality to meet enhanced FCA oversight standards.
Scalable M&A growth: Rapidly onboard acquired firms by consolidating disparate document silos into a single, unified cloud workspace.

  “We haven’t looked back”
	As client files were piling up and compliance was getting harder to manage, word-of-mouth recommendations gave us the confidence to make the switch to JAVLN Officetech  - and we haven’t looked back.
	Melissa Sholakis, Head of Operations, Aviso Specialty

Why We’re the Right Choice for Insurance Document and Compliance Management Software

Enterprise-grade cyber security

JAVLN Officetech is SOC 2 Type 2 certified and is independently audited for security controls. The software also offers critical security protections for sensitive client data such as MFA (multi-factor authentication), encryption and role-based access controls.

Intersys is a security-first MSP with a dedicated cyber security division. We hold 1SO27001 and Cyber Essentials Plus certifications and we are a CREST Pathway+ organisation. We help organisations align with a range of global cyber security frameworks such as Cyber Essentials, Essential 8 and NIST.

Microsoft Partners

Intersys has been gaining Microsoft credentials since 2008 and we currently hold four distinct Microsoft Solutions Partner Designations which demonstrate our expertise in the Microsoft ecosystem. We hold designations for: Digital & App Innovation, Data and AI (Azure), Infrastructure (Azure) and Modern Work. Our JAVLN Officetech customers can rest assured that we can solve any Microsoft-related issue as the software operates entirely within the Microsoft 365 environment.

A proven track record of serving insurance intermediaries

JAVLN Officetech has already been battle-tested in the Asia Pacific Region where the software has 15,000 subscribers and a 40% market share of the Australian broker management system. Intersys Ltd has 30 years’ experience serving the London market. We’ve helped brokers, (re)insurers, MGAs, Insurtech and adjacent organisations with digital transformations, cyber security and bespoke software development. We’re also a supplier member of the MGAA, London.

Early adoption benefits

Early UK signups have first mover advantage with direct access to senior leadership during the launch phase as well as access to modern compliance tools. Early clients can also help to shape the UK product roadmap. Your feedback directly influences what gets built.

Ease of onboarding and dedicated support

All our customers get first-line helpdesk and ongoing support from a managed service provider with 30 years in the business. Intersys’ helpdesk is based in the City of London and Essex. We are ITIL standard-certified and customer-service trained with clear SLAs and a fast response service desk.

Why Should I Trust You With My Data?

Working with an IT partner means a third party is effectively holding the keys to your business. You must be able to trust them – especially in a data-sensitive sector like insurance.

Here’s why you can trust Intersys:

✅ We have 30 years of commercial experience across many sectors, offering you up-to-date, best practice IT services and cyber security protection.

✅ Our people are highly experienced, ISO 27001-certified, data protection and GDPR-aligned IT security experts.

✅ We have over 100 live clients and a 94% retention rate, compared to an industry average of 77%. The average length of our client relationships is 8.4 years.

Always look For These Trust Signals: We are Accredited by Industry Leaders

Intersys Microsoft Data and AI Solutions Partner Badge

Intersys Microsoft Infrastructure Azure Solutions Partner Badge

We Are Thought Leaders in IT for the Insurance Sector: Read More…

This is a period of great change in the insurance industry. From our IT office in Leadenhall Market, Intersys is regularly consulted by industry publications on IT and cyber-risk-related issues affecting the London Market. Take a look at Insurance Times' interview with our MD Matthew Geyman on the role of the chief AI officer and see Matthew's own article on the CAIO role. Read his story in Emerging Risk on the risk of cyber attacks to the (re)insurance market. Finally, see our post on the challenges and opportunities for insurers when adopting new technologies.

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Common Questions Answered

What is the Intersys and JAVLN Officetech UK insurance document management software offering?

Our insurance document management software offering combines JAVLN Officetech UK’s purpose‑built brokerage document and compliance platform with Intersys’ cyber‑resilient managed service, onboarding, and UK regulatory expertise. Together, the solution provides insurance intermediaries with a secure, audit‑ready document and workflow layer that works directly inside Microsoft 365, supported by specialist implementation, helpdesk, and cyber security services.

Who is this insurance document management software designed for?

The Intersys and JAVLN insurance document management software is designed specifically for UK insurance intermediaries, including independent brokers, Appointed Representatives (ARs), principal firms, and consolidators. It supports firms ranging from small AR networks to large, PE‑backed broker groups managing thousands of documents annually.

How does this insurance document management software help with FCA Consumer Duty and compliance?

The joint solution helps firms meet FCA Consumer Duty and audit obligations by creating a complete, unchangeable audit trail across documents, emails, notes, and client interactions. JAVLN Officetech UK captures and files content automatically within Microsoft 365, while Intersys ensures the platform is securely deployed and supported, helping firms evidence fair value, monitor outcomes, and prepare confidently for regulatory reviews, RMAR reporting, and AR oversight.

How is this different from using SharePoint or generic document tools?

Unlike generic tools such as SharePoint, this insurance document management software is purpose‑built for insurance broker workflows. JAVLN Officetech treats emails, documents, notes, and tasks as auditable insurance records rather than simple files, solving common issues around version control, data silos, and fragmented insurer portals. Intersys adds a managed service layer that no standalone software provides, covering onboarding, ongoing support, cyber security, and regulatory alignment.

What does Intersys add to the insurance document management software beyond the technology?

Intersys provides the UK delivery, security, and managed service layer that ensures JAVLN Officetech UK is implemented correctly and continues to operate effectively in highly regulated environments. This includes structured onboarding, helpdesk support, cyber‑resilient architecture, and specialist knowledge of UK insurance regulation. The result is insurance document management software that is not just powerful, but fully supported, secure, and audit‑ready in practice.

Managed IT Support

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Make your document management secure, compliant and FCA-ready.

An integrated SaaS and cyber-resilient managed service.

Are You Facing these Issues with your Current Document Management System?

“Simplified how we manage our business”

Insurance Document Software Backed by a Cyber Resilient Managed Service