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Frequently Asked Questions

General Inquiries

Why do insurance/financial advisors need BlueMind?

Lost time. Wasted energy. Missed opportunities. Those are problems for the majority of insurance/financial advisors, especially solo practitioners. Most are using multiple tools to manage their business. Often the tools are outdated. The focus is not on clients. Nor do many tools do a comprehensive job at helping manage a practice.

BlueMind is an all-in-one digital platform that includes:

  • Relationship Management
  • Compliance
  • Automated Reminders
  • Task Prioritization
  • Notes & Correspondence
  • Prospect Management
  • Needs-Analysis
  • Revenue Optimization


Think of BlueMind as a digital assistant. It helps advisors focus on being an advisor because it keeps all data — from contacts and correspondence to policy details and quotes — secure, well organized, and easily searchable.

Other reasons insurance advisors need BlueMind:

  • Younger clients are looking for a digital connection. They want new progressive ways to communicate and buy insurance products. BlueMind is at the cutting edge.
  • Competition is intense. BlueMind is a way to professionalize and differentiate without a steep learning curve.
  • Too much administrative work limits growth for solo practitioners. BlueMind reclaims many of those hours, freeing you to nurture relationships and scale your practice.
Is BlueMind only for insurance/financial advisors who are relatively new to the field?

No. BlueMind is for all advisors, even those who
qualify for the Million Dollar Round Table.

It helps new advisors build a strong practice faster.
For experienced advisors, it helps them optimize the value of their established book of business and
organize for succession planning.

Price is no barrier. We have priced BlueMind
aggressively, starting at $1.66 a day. It delivers
extraordinary ROI.

A user-friendly interface makes it easy for anyone to quickly get up to speed. Whether you are seasoned or just starting out, BlueMind is the best way to “up your game” and differentiate from less-equipped competitors.

How will my clients use the technology?

BlueMind is a trust-building platform for clients. Through a soon-to-be-released client portal, they will have exclusive access to you and all files related to the relationship. Notes. Correspondence. Quotes. Policy comparisons. Reasons-Why letters. And, of course, insurance policies. All content is extremely secure and simple to access any time from anywhere. The portal will also enable your clients to book consultations, which is convenient for them and time-saving for you.

How is BlueMind delivered?

BlueMind is an SaaS (Software as Service) product built on a secure and redundant platform and accessed through any browser and on any device.

Are there pricing tiers for BlueMind?

There are three tiers:

BlueMind Essential — The Essential level, at $49/month, provides a multi-function business management tool for all insurance advisors. It keeps you organized, secures all data and files, automates compliance requirements and other reminders, and does task prioritization and needs analysis.

  • Unlimited Contacts
  • Encrypted and Secure Document Storage
  • Lead/Prospect Management
  • Calendar Synchronization with Google & Outlook
  • Goal and Task Prioritizing & Tracking
  • Birthday & Anniversary Notifications
  • Automatic Birthday Cards and Emails
  • Marketing Automation
  • Compliance Management
  • Notes & Call Logs (Time Stamped for Audits)
  • Organized and Searchable Notes
  • Advisor Disclosure
  • Financial Planning Tools
  • Financial Needs Analysis
  • Reason Why Letter
  • Gmail Integration
  • Voice-To-Text Recording

BlueMind Advanced — At the Advanced level, at $99/month, offers more automation features. It’s for advisors who want to add an assistant to their account and get more personalized support.

  • Everything in Essential +
  • Add an Assistant (for two users)
  • Real-time Quoting
  • PAR & UL Comparison
  • Client Portal (coming soon)
  • E-Signature
  • Business Analytics
  • One-on-One Onboarding
  • Personalized Support
  • Add further users at $39/month

BlueMind Enterprise — Enterprise level is for the MGA, IMO, and BGA or insurance companies. Customized plans can be developed for larger organizations.

  • Everything in Advanced +
  • Add Team Members
  • Collaborative Sharing of Notes, Documents, Tasks
  • Recruitment Module
  • Prospect Hiring Module
  • Training Module
  • Admin Panel
  • Team Performance and Compliance Analytics
  • Team Onboarding
  • Customized Pricing
  • Flexible Billing
Do you offer training or support?

Our resource library is stocked with a growing number of training videos and interactive instruction tools. We also host a monthly webinar for advisors that covers new features and queries we’ve received. Additionally, our customer success team can be available via phone, chat, or virtual meeting.

Sales Related Questions

How is BlueMind different from CRM software?

The problem with most CRM applications is that they are generalized for all users. So to customize them for advisors can take time, money, and usually entails working with a tech developer.

In the end, CRM can still feel like a half-baked

BlueMind has been designed from the ground up for insurance/financial advisors. It works as soon as you upload your data. Uncomplicated yet powerful, it is laser-focused on saving administrative time, meeting compliance regulations, selling insurance and investments to clients by offering a better experience, and protecting lifetime income.

How is BlueMind different from similar products on the market?

BlueMind consistently gets high marks for ease of use and because it requires very little training.

There’s no need to spend time and money configuring the software. It’s ready to use. It is the only software of its kind (that we know of) built for insurance/financial advisors by an insurance/financial advisor to address the “pain points” of solo practice.

We believe that BlueMind is in league of its own.

How much time will it take to learn the system and adapt my processes?

Because BlueMind has been repeatedly simplified over many months of development, it should only take a few hours of practice to understand the key functions of the software. You already know the “advisor’s journey” and the client buying process. BlueMind has been mapped to those. Compliance is built in with a pre-determined checklist.

BlueMind’s many tools and resources will feel familiar in no time.

How can BlueMind help me sell more and capture cross-sell opportunities?

When advisors use multiple tools, information is scattered and difficult to interpret. BlueMind unifies your data and reveals opportunities with existing and potential clients. It also takes care of vital business-building tasks like sending birthday greetings, setting up meetings, and prioritizing your day.

BlueMind will help you:

  • Build scalable outreach engagement programs with many more contacts than you could previously handle.
  • Send personalized digital communications at key moments in the customer life-cycle.
  • Focus on prospects based on key buying
  • Dramatically improve the health of your
    prospect pipeline.

Data & Security Related Questions

My data is stored on multiple systems. How do I get it into BlueMind?

Like most tech tools that involve data imports and exports, BlueMind accepts CSV (spreadsheet) files that include contacts and policy details. The process is straightforward. We will provide onboarding support if needed.

What about data security and privacy?

All documents shared through BlueMind are encrypted and sent via the cloud.

BlueMind meets the following standards:

  • Financial Transactions and Reports Analysis Centre (FINTRAC)
  • Health Insurance Portability and Accountability Act (HIPPAA)
  • California Consumer Privacy Act (CCPA)
  • California Privacy Protection Agency (CPRA)
  • Personal Information Protection and Electronic Documents Act (PIPEDA)

Regarding privacy, one of the unique features of BlueMind is that advisors are able to segregate the stored notes regarding each company policy or investments. So if one company wants to audit the client file, only the documents and files related to that company are made available. That’s good for the advisor and the client.

Features Specific Questions

How does BlueMind handle Reason-Why letters for Canadian advisors?

BlueMind automatically generates a Reason-Why letter after the FNA recommendation when the policy is completed. Copies are sent to the advisor and the client.

This solves a big problem in the industry. A recent study showed that only 40% of Canadian advisors produce a Reasons-Why letter, despite it being a regulatory requirement. The letters take time and effort and can easily be forgotten. Through automation, BlueMind saves that time and effort and prevents failure to comply.

How can BlueMind help with compliance and audits?

BlueMind was designed to “map” the advisor and client compliance journey. Files needed for an audit can be easily exported if required. All significant material facts and essential conversations between the advisor and client are captured. The advisor is able to share the client's notes immediately after the meeting. A built-in compliance checklist helps ensure that all regulatory requirements have been met.

What applications can be integrated with BlueMind?

Google and Outlook calendar and email integrations are easy to set up. Google Contacts is integrated through an API. We will offer more integrations based on requests and the needs of our customers.

How often do you release updates and new features?

We continuously improve BlueMind based on customer feedback and new technology emerging in the market. Updates normally happen every quarter. A major update can be expected annually.

Can BlueMind help me do a client needs analysis?

Yes. A user-friendly, easy-to-understand needs-analysis tool is foundational to BlueMind. It creates simplified, easy-to-understand reports for sharing with clients that are dated and time-stamped and filed in every client’s digital folder, the ideal “audit trail.”

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