DESIGNED for ADVISORS BY ADVISORS
What if every part of your work day got easier?
BlueMind is a productivity game-changer for insurance and financial advisors. Centralize your practice. Automate routine tasks. Serve clients and prospects better with less effort. Streamline compliance activities. Stand out from the crowd.
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.
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 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.
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.
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.
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.
⭐⭐⭐⭐⭐
"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."
Explore Features
Expedites Sales Process
Automated Correspondence
Automated Greeting Cards
Policy Analysis & Comparison
Contact Management
Calendar Integration
Compliance Checklist
Enhanced Security
Task Reminders
Virtual Folders
Voice-to-Text
Client Portal
Client Reporting
Continuing Ed Credit Storage
License and Contracting Storage
User Privilege and Access Control