Overview
BlueMind is a CRM built specifically for insurance and financial advisors to help manage clients, daily tasks, and compliance requirements more efficiently. While the platform can feel a bit overwhelming initially due to its wide range of features, it quickly proves useful once you get used to it.
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Starting Price
Custom
BlueMind Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is BlueMind?
BlueMind is an easy-to-use CRM and compliance tool for insurance and financial advisors. It brings everything you need into one place, like client messages, documents, calendar events, and task lists, so you don’t have to jump between different apps. It also takes care of everyday tasks like sending reminders, logging client interactions, and tracking compliance steps. BlueMind helps you stay organized and ready for audits, all in one simple dashboard.
BlueMind Pricing
BlueMind offers the following pricing plans:
- USA Advisors: $79/user/month (USD)
- Canadian Advisors: $99/user/month (CAD)
- Agencies: Custom pricing available through free consultation
Disclaimer: The pricing is subject to change.
BlueMind Integrations
The BlueMind software supports integration with multiple systems and platforms, such as:
- Gmail
- Outlook
- Google Contacts
Who Is BlueMind For?
BlueMind is ideal for a wide range of industries and sectors, including:
- Insurance advisors
- Financial planners
- Independent advisory firms
- Managing general agencies (MGAs)
- Wealth management professionals
- Compliance officers
- Retirement and estate planners
Is BlueMind Right For You?
If you're an advisor overwhelmed by administrative tasks, strict compliance requirements, and a growing client base, BlueMind could be a strong solution. Its compliance automation tools log every interaction and task, making audit preparation easier. Features like secure e-signatures and virtual folders help you stay organized and meet regulatory standards.
Still doubtful if BlueMind is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
BlueMind Features
’Automated Correspondence’ in BlueMind helps you send personalized messages, emails, and reminders to many clients without writing them one by one. It saves you time and makes sure all your messages are professional and accurate. You can create templates, reduce mistakes, and stay in touch with clients without missing important follow-ups.
Contact Management allows you to keep all your client details, like names, phone numbers, and emails, in one easy-to-access place. You can upload contacts one by one or in bulk using an Excel file. It helps you stay organized, find information quickly, and keep track of conversations and updates for every client.
The ‘Compliance Checklist’ is a built-in tool that helps you follow all industry rules and regulations. It reminds you of important steps to stay legal and ethical in your work. Instead of guessing what’s required, you can follow the checklist to make sure you’re always prepared for audits or reviews.
With ‘Smart Notes’ and ‘Call Logs’, you can read your notes out loud and BlueMind will transcribe and save them for you. These notes are stored safely with each client’s profile. You can also log phone calls and important details, so you never forget what was said or promised in a conversation.
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