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DESIGNED BY ADVISORS FOR ADVISORS

 

Simplify Your Digital Transformation with
All-in-One CRM and Compliance Platform!

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What if Every Part of Your Work Day got Easier?

BlueMind is a productivity game-changer for insurance and financial advisors.
  • Centralize your practice
  • Streamline compliance 
  • Automate routine tasks

  • Stand out from the crowd
  • Serve clients with less effort
  • Manage prospects better
Compliance
Compliance ASSURANCE
 

Never again worry about compliance.

Every advisor worries about compliance. Authorities have become stricter. Risks are higher. Tangible proof is required. BlueMind provides ongoing audit-ready proof automatically. It’s like a checklist that won’t let you make a mistake.

TECHNOLOGY SIMPLIFIED
 

A friendly technology that will set you apart.

All advisors have to step forward into the digital future. Most are still lagging. BlueMind is your smooth way forward. You can't get lost because it’s designed to take care of you. It’s an easy way to gain a powerful competitive advantage.

BlueMind - Technology Simplified
Overview
CENTRALIZED & INTEGRATED
 

Professionalize every touch point and process.

BlueMind elevates the way you do business. It provides one secure place for everything you do. The right documents at the right moments. At your fingertips. With built-in compliance, error-prevention, and email integration.

RELATIONSHIP EXPANSION
 
Handle many more clients with much less effort.

BlueMind is outreach with no limitations. You’ll keep more people happier because it’s so easy. Correspondence is automated. Birthdays and anniversaries are remembered. Conversations and notes are always handy. You’ll never fail to leave a positive impression.

BlueMind - Relationship Expansion
BlueMind - Instant Productivity
INSTANT PRODUCTIVITY
 

You’ll see results almost immediately.

Because BlueMind is customized for advisors, you don't have to waste time making it work. It starts paying for itself within hours of uploading your data. Then it keeps on paying. The ROI is nothing short of spectacular.

DIGITAL ASSISTANT
 

Reclaim 40 hours a month.

Like a real assistant, BlueMind takes care of time-consuming administrative work. Is 40 hours an overstatement? For most advisors, data entry, correspondence, and document management take at least that much time.

BlueMind - Made for You

⭐⭐⭐⭐⭐

"For advisors, there’s nothing else like
BlueMind on the market. It offers far more than a CRM
because there’s so much built-in power to manage
and grow your business."

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Akil Balachandran

Explore Features

Expedites Sales Process

 

Automated Correspondence

 

Automated Greeting Cards

 

Email Integration

 

Contact Management

 

Calendar Integration

 

Compliance Checklist

 

Enhanced Security

 

Task Reminders

 

Virtual Folders

 

Voice-to-Text

 

Client Portal

 

Data Import

 

Documents 

 

Notes

 

Goal Monitoring

 

Client Reporting 

 

Continuing Ed Credit Storage 

 

License and Contracting Storage

 

User Privilege and Access Control