Automate Your Business with BlueMind for Enterprise

Automate your Business Process

Transform your business from manual to digital
Cut cost, save time and increase revenue
Stay on top of your business operations and compliance

Differentiate your Agency; The Only Compliance Companion Tool & All-In-One CRM

Advance Analytics

BlueMind provides advanced analytics to manage your team’s activities as well as monitor business progress.

Predict Success & Avoid Risks

With BlueMind, you can manage to avoid compliance risks and predict revenue generation.

Cut Costs & Increase Revenue

BlueMind digitalizes your process and can easily cut your costs and increase revenue.

senior advisor mga agency owner bluemind enterprise

agency owner discussing business risk with senior advisor

Mitigate Your Compliance and Business Risks

Artificial Intelligence

BlueMind’s proprietary Artificial Intelligence exposes compliance blind spots and acts as digital assistant to your compliance team.

Mitigate Risks

Minimize your compliance and business risks such as chargebacks, fraud cases and ever increasing regulatory requirements.

Compliance Supervision

Be a leader by increasing compliance supervision requirements. Together we can help your advisors to adopt BlueMind compliance companion tool.

Stay Ahead of the Industry with Advanced Technology

Easy to Use Platform

Easily navigate a simplified, centralized platform that monitors and predicts advisor performance, compliant processes and business analytics.

Automated Compliance

BlueMind’s AI technology create predictable, positive compliance results to keep you safe from financial and reputation risks.

Protect Your Advisors

Proactively protect your advisors and business at the time of audits by having all the notes, documentations etc. in place.

agency owner guiding advisors to protect them

Save 70% of Advisor's Time

Let your Advisors focus more on client relation and business generation by eliminating manual tasks like data entry, file management and sharing. BlueMind gets things done with few simple clicks.

Minimize
Data Entry

Auto Document Management

Easy & Quick
File Sharing

Purpose-Built Features under one Umbrella

Client Testimonials

We are fortunate enough that some of industry's influential profiles have seen, tested and start using BlueMind and have positive feedback for us.

BlueMind is taking a client irritant from an advisor standpoint, a two-hour process shorting it down to 20 minutes, really focusing on the solution. I love the digital office piece that is new to the marketplace.

John Harvey

Founder - Insurtech Canada

BlueMind saves me so much money! The ability to use just one platform for client management, documentation, file storage and sharing, product quotation, financial planning, etc. is what captivated me.