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USD
CAD
Monthly
Annually

BlueMind ESSENTIAL

$59 USD
Per User/Month. Billed Monthly
$51 USD
Per User/Month. Billed Annually $606 USD
$79 CAD
Per User/Month. Billed Monthly
$67 CAD
Per User/Month. Billed Annually $806 CAD
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  • Import tool
  • Goal & Task management
  • Insurance workflows
  • Communication automation
  • Lead management
  • Compliance management
  • Voice to Text recording 
  • Outlook & Gmail calendar integration
  • Needs analysis wizard
  • Realtime quoting *CDN
  • Onboarding automation
  • Email integration
  • Chat support
  • Setup Help (1-on-1)
  • On-Demand Training
  • Reason why letter (Canada)
  • Notifications for key events i.e. birthdays, anniversaries
  • BlueMind notes
  • Document storing and sharing 

BlueMind AGENCY

 
 
  • All the Features of Essential + 
  • Upsell & Cross-sell campaigns
  • Revenue tracking
  • Real-time messaging
  • Sales tracking
  • Activity reports
  • Renewal automation
  • 2-way email integration
  • Assistance license
  • Full set-up support
  • Agency compliance supervision
  • User privilege and access control