A CRM for Insurance

BlueMind is an Award-Winning Insurance CRM software, specifically designed to optimize your insurance business.

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

Why a CRM for Insurance Advisors & Agencies?

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

Helps to Reduce Administrative Workload

Takes Care of & Improves Compliance

Documents, Notes & eSign Management

Advanced Business Analytics & Reporting

How BlueMind Benefits You!

The insurance industry is undergoing a digital transformation. Policyholders are becoming more knowledgeable with higher expectations; with this changing attitude BlueMind is the solution. BlueMind is the only life insurance compliance tool with CRM features, specifically developed for the life insurance industry.

An insurance advisor needs a tool that understands their business and is capable of handling every task that leads to business to success. BlueMind helps insurance advisors through the various features and integrations such as; compliance & financial tools, lead and client management, product recommendations, reporting and analytics.

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 Insurance 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.

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.

Advisor Testimonials

See what Insurance Advisors say about BlueMind after achieving high growth.

Having one tool that tracks, documents and keeps my business compliant has not only been a time saver but has taken my business to the next level. The client portal feature is so convenient to share and maintain documents.

Shakisha Para

Senior Financial Consultant

BlueMind is exactly what a CRM system should be for advisors. It integrates practice and compliance management into one solid solution. A big plus is that the design team and the CEO have real life advisor business experience.

Eric Watchorn

Managing Director

BlueMind keeps me organized, allows me to track clients' interactions on day-to-day basis. It is more accessible and advisor-friendly, easy to navigate the client's record. This tool helps me a lot In terms of growing my business.

Liza Vistal

Financial Consultant

BlueMind App helps Financial Consultants to offer correct financial solutions to clients needs. It also helps in following industry compliance regulations efficiently. Good addition of AI powered Tool for financial advisors.