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A CRM for Financial Advisors

BlueMind is an Award-Winning Financial CRM software for Advisors, specifically designed to optimize your business.

It streamlines and automates your entire business process. BlueMind provides you with the essential compliance and insurance tools.

  • Helps To Reduce Administrative Workload
  • Takes Care Of & Improves Compliance
  • Documents, Notes & ESign Management

  • Advanced Business Analytics & Reporting

Why a CRM for Financial Advisors & Agencies?

BlueMind is an Financial CRM  Software that automates all aspects of business and helps in building lasting relationships with clients in order to increase client retention.

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Streamline your Leads & Client Management

Keeping track of every client or prospect when information is dispersed can be a challenge. BlueMind eliminates this hassle and give you full control to manage & monitor each stage of the sales funnel and track your business performance.

Manage Lead, Prospects & Clients

Insurance brokers can easily manage leads, prospects and clients separately while utilizing a single app.

Connect Email and Calendar

You can integrate your email and calendar in BlueMind that streamlines all your time and task management.

Reminders for Important Dates

Never miss any important task or policy renewal dates. Get timely reminders and complete your task before deadlines.

Exclusive Financial Tools to Increase Efficiency

Unlike other CRMs, BlueMind has exclusive insurance specific tools that help life insurance advisors to get invaluable insights into their clients needs.

Insurance Planning

BlueMind tools guide life insurance advisors/agents through a step-by-step process from the moment they meet with clients until the product is recommended.

KYC & FNA

Its easy to perform fact-finding through Know-Your-Client (KYC) and Financial Needs Analysis (FNA) tools.

Product Comparison & Recommendation

Based on KYC and FNA, BlueMind shares all the available products, and if needed, recommends the best option for client through its AI technology.

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Compliance Overview

Become Fully Compliant and Avoid Audit Anxiety

BlueMind makes sure that you comply with regulatory requirements and reduces audit anxiety.

Documents & Notes

Complete all documentation and notes to remain compliant and organized with easy tracking.

Client Portal

Share all documents and notes with clients through BlueMind's client portal and keep all the tracking.

Compliance Checklist

Easy-to-follow risk-free compliance checklist to get improved & predictable compliance results.

How BlueMind Enabled a MGA/Brokerage Become a Fastest Growing Insurance Firm

BlueMind helped a Toronto-based insurance brokerage (MGA) become one of the fastest growing company in 2021 according to Insurance Business Canada. Utilizing the power of BlueMind, they were able to reduce administrative time, managed their leads more effectively and optimized their compliance practice. They were able to maintain 100% retention of their advisors because of BlueMind’s easy-to-use tools. It’s AI technology helped with effortless and quicker digital adaptation.
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Avoid Compliance Risk, Improve Client Management & Expand your Business!

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