Enterprise DNA

Instead of JAVLN

Stop renting JAVLN. Own your insurance broking system.

We build your version around how you quote, renew and manage claims, bring your JAVLN clients, policies, contacts and claims across, and run it for you. The system and the records are yours.

JAVLN does not publish a price for its broker platform; it is quoted on application. Its document and compliance product, Officetech, is published: NZ$899 a month for 5 users or NZ$1,499 for 10, plus the same again as a one-off onboarding fee, excluding GST. That is NZ$10,788 to NZ$17,988 a year before the platform. Checked 22 October 2026.

  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

The JAVLN bill

A private platform quote, then a published add-on

JAVLN sells two products that link together: the JAVLN Platform for policy data and transactions, and Officetech for documents and compliance workflows. Only Officetech has a public price. Figures from javln.com, excluding GST, checked 22 October 2026.

request_quote

The broker platform, quoted privately

JAVLN does not list a price for the platform that holds your clients, policies and claims. You find out what it costs from a sales quote.

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Officetech Starter

NZ$899 a month (A$799 in Australia) for 5 users and 500GB of storage, plus a one-off onboarding fee of the same amount. NZ$10,788 a year.

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Officetech Standard

NZ$1,499 a month (A$1,299 in Australia) for 10 users and 1TB of storage, plus a one-off onboarding fee of the same amount. NZ$17,988 a year.

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More people, more cost

Extra Officetech users come in bundles of ten, priced by quote. Hiring past your bundle means another conversation with sales.

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Migration priced by size

Moving your document library into Officetech is a one-off charge quoted to the size of the library.

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Your own history, in their format

Years of policies, claims and correspondence sit behind someone else's screens. Leaving means exporting records your own brokerage created.

What you get instead

A broker system you talk to

The cycle

Renewals at sixty, thirty and fourteen days

Every renewal has a stage, not just a date. Ask once and see every policy coming up, where each one has got to, and who has not been spoken to.

  • check Banded the way a brokerage runs the week: sixty, thirty, fourteen, expired
  • check Premium and brokerage at risk in each band, so the biggest untouched client is the first call
  • check Every renewal stuck in market past the date the underwriter promised terms, named with the days
  • check A policy that expired and is still marked in force goes to the top of the list, not into a report nobody opens

The file

Advice records, checked against the Code

Scope, recommendation, reasons, alternatives, risks, limitations and remuneration are kept separately, and the file is checked against the rules the brokerage lives under.

  • check Every placement in the last year with no advice record behind it, found in one question
  • check Every rule cites its clause: Insurance Brokers Code of Practice 7.2(a) for the fourteen day contact, 6.1 for remuneration, 7.1(a) for claim updates, 9.4(b) for complaints
  • check The New Zealand side cites the Financial Markets Conduct Act sections 431I to 431P, the disclosure regulations 229C to 229F, and the Code of Professional Conduct standards 3 and 4
  • check Change a rule in plain language and the check changes with it

Claims

A board sorted by who has not been told anything

Every claim event is recorded. The board is sorted by how long since anyone spoke to the client, because that is the complaint that arrives.

  • check Days since the last client update on every open claim, next to the reserve
  • check Claims notified to an insurer with no acknowledgement on file, named with the market
  • check The whole history of a claim in one read, oldest event to newest
  • check A progress update drafted from the record for a person to check and send

Yours

Your database, your paperwork, your rules

Records you own, branded documents produced from them, and read-only pages for the week. No client money anywhere: the broking trust account stays in the system that holds it.

  • check Renewal summaries, portfolio schedules and claim updates in your colours
  • check Read-only pages for the week and the renewal cycle
  • check Brokerage earned by month and by insurer, and what has been accrued for sixty days and never reconciled
  • check Your JAVLN, Insight or WinBEAT export brought across, with a test run first

Make it yours

Design your own JAVLN replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from JAVLN. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your JAVLN replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your JAVLN data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Broking for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Broking for Claude Code

Connected to your own database

Which policies are renewing in the next 14 days?

Renewals inside 14 days (6, $52,947 premium, $8,422 brokerage at risk)

EXPIRED 1 policies, $3,696, 1 with no client contact

POL-20020

Client
Janet Whitmore
Class
home
Insurer
Vero
Expires
2026-09-06
In
9d ago
Stage
not started
Spoke
NEVER
Qs
0
Premium
$3,696
Broker
Priya Nair

14 DAY 5 policies, $49,251, 3 with no client contact

POL-20012

Client
Coastal Storage Ltd
Class
material damage
Insurer
Ando
Expires
2026-09-20
In
5d
Stage
not started
Spoke
NEVER
Qs
0
Premium
$13,017
Broker
Priya Nair

POL-20001

Client
Kauri Joinery Ltd
Class
material damage
Insurer
NZI
Expires
2026-09-24
In
9d
Stage
in market
Spoke
21d ago
Qs
1
Premium
$21,384
Broker
Hine Rawiri

POL-20002

Client
Kauri Joinery Ltd
Class
business interruption
Insurer
NZI
Expires
2026-09-24
In
9d
Stage
in market
Spoke
21d ago
Qs
0
Premium
$7,206
Broker
Hine Rawiri

POL-20005

Client
Blue Duck Cafe Group Ltd
Class
general liability
Insurer
Ando
Expires
2026-09-27
In
12d
Stage
not started
Spoke
NEVER
Qs
0
Premium
$2,438
Broker
Priya Nair

POL-20006

Client
Blue Duck Cafe Group Ltd
Class
material damage
Insurer
Ando
Expires
2026-09-27
In
12d
Stage
not started
Spoke
NEVER
Qs
0
Premium
$5,207
Broker
Priya Nair

Ask it anything

Ten questions your broker records can answer

Asked in plain English against your own records. Your version can add the questions your brokerage asks every week.

chat_bubble Which clients pay us less brokerage than the claims work they generate, and which of those renew inside ninety days?
chat_bubble Which insurer is slowest between a submission going out and terms coming back, by class of business?
chat_bubble Which policies have carried the same sum insured across three renewals while the premium moved more than fifteen percent?
chat_bubble What would the book earn if every brokerage rate matched the agency agreement, against what it actually earns?
chat_bubble Which placements were bound with no advice record written in the thirty days around them, and who wrote them?
chat_bubble Which clients are on cover and have not been spoken to in six months, ranked by premium at risk?
chat_bubble How many days sit between an insurer's last move on a claim and the client being told, by broker?
chat_bubble Which classes of business earn the most per renewal, once you count the quotes we asked for and lost?
chat_bubble Which endorsements went effective before the insurer confirmed them, and for how many days was the client uncovered on paper?
chat_bubble If a broker left tomorrow, which clients, expiring premium and open claims move, and how many renew inside sixty days?

Switching

How to switch from JAVLN

Moving off JAVLN means exporting what you have, loading it with one command, checking what did not carry across, and running the two side by side until you trust the new one.

  1. 1

    Export your book from JAVLN

    Export clients, policies, contacts and claims from JAVLN as CSV. If your JAVLN account limits what you can export, take what it allows, usually CSV or Excel, and check with JAVLN support if you need more. This is the record that comes across: client links, policy details, contacts and claims history.

  2. 2

    Run the import, dry run first

    In Broking for Claude Code, start the import from JAVLN using your four exported files and do a test run first. It reports exactly what it would create and which rows it would skip, before anything touches your database. Fix what needs fixing in the export, then run the import again for real.

  3. 3

    Check what the import skipped

    Read the import's own report of what it created and what it skipped. Advice records and policy sections do not come across, because most broker systems, JAVLN included, do not hold them as fields. The guide lists everything else that does not carry, so you know what to rebuild by hand and what you can leave behind.

  4. 4

    Run both systems side by side

    Keep JAVLN running while you use Broking for Claude Code for real work: renewals, claims, quotes. Compare the renewal list and the claims board against JAVLN for a short period so everyone still trusts the numbers before it becomes the only record. This is where you catch a missed row or a mapping that needs fixing.

  5. 5

    Switch off JAVLN

    Once the two systems agree and your brokers are working from Broking for Claude Code without needing to check JAVLN, cancel it. Your data sits in plain records you own, so nothing about the switch depends on JAVLN anymore.

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Where the real effort goes

The export and the import command handle the mechanical part. The real work is deciding which of your own fields, renewal bands and compliance rules to carry across, and how much claims and policy history is worth rebuilding by hand since advice records and policy sections do not import. Enterprise DNA does this mapping and the migration itself when they install and run it for you.

Not ready for a call?

Get your JAVLN switch plan by email

We will send you the step-by-step plan for moving your business off JAVLN, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Do it yourself, have it customised, or have it run for you

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and run npm install
  2. 2 Run npm run demo, then open the folder in Claude Code, Codex, OpenCode or Cursor
  3. 3 Type /renewals-due
  4. 4 Dry-run your JAVLN CSV export, then point it at your own database
Get it on GitHub

Built around your business

We customise it

A scoped setup fee

  • check Your classes of business, renewal bands and fields
  • check Your JAVLN, Insight or WinBEAT records mapped and checked
  • check Compliance rules written against your own licence conditions
  • check A web or phone experience for your brokers when the work needs one
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed with access and backups set up for your team
  • check Connected to your mail, your accounting system and the trust account you already run
  • check The renewal cycle, claims board and compliance check run every week
  • check Run through Omni by Enterprise DNA, with someone responsible for keeping it working
Book a 30-minute JAVLN bill review

Questions

Instead of JAVLN, answered

How much does JAVLN cost? expand_more

JAVLN does not publish a price for its broker platform, so the real figure is on your invoice or a sales quote. Its Officetech product for documents and compliance is published: NZ$899 a month for 5 users or NZ$1,499 for 10 (A$799 or A$1,299 in Australia), plus a one-off onboarding fee of the same amount, excluding GST. Bring your invoice and Sam will work out your yearly total with you.

Is owning our own version cheaper than JAVLN? expand_more

That depends on your platform quote and your headcount, which is why the call starts with your invoice. Officetech alone runs NZ$10,788 to NZ$17,988 a year before the platform. Our version is one setup fee, then a retainer, with no charge per broker. If staying on JAVLN is the better call for your brokerage, Sam will say so.

Where does the trust account go? expand_more

It stays exactly where it is. This system never holds client money, never records a premium receipt and never reconciles a trust account. That is a regulated obligation with an auditor attached, and it belongs in the accounting system that already carries it. What moves is the policy lifecycle, the advice record, the claims, the tasks and the brokerage your business earns.

What happens to our policy and claims history? expand_more

Export clients, policies, contacts and claims from JAVLN as spreadsheet files and they land in your own database with the client links and expiry dates intact. A test run first shows exactly what would be created and every row it would skip. Advice records and policy sections do not come across, because most broker systems do not hold them as separate fields, and we tell you so before the move.

Our brokers are not technical. How do they use it? expand_more

They ask in plain English: what is expiring in the next month and who have we not spoken to. The answer comes back the same way every time, in the words your industry uses. A broker who can write an email can use this. When a name matches two clients, it lists both and asks rather than guessing.

Bring your JAVLN invoice to a 30-minute review

Spend 30 minutes with Sam. Bring your JAVLN invoice, your Officetech plan if you have one, and your headcount. We work out what you pay in a year, what your team actually uses in a week, and what your own version would look like. If staying on JAVLN is the better call, we say so.

Broking for Claude Code is free and open source, published by Enterprise DNA.