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28% OFF
Starter
Start Exploring
$49
/ user / mo
-
14-Day Free Trial
90-Day-Moneyback Guarantee
28% Savings
20% OFF
Advanced
Everything You Need
$79
/ user / mo
-
14-Day Free Trial
90-Day-Moneyback Guarantee
30% Savings
Enterprise
Starting at
Inquire
/ user / mo
-
14-Day Free Trial
90-Day-Moneyback Guarantee
Flexible Billing
Customized for Your Business
Starter
Start Exploring
$69 / user / mo
14-Day Free Trial
Billed Monthly
Cancel Anytime
Popular
Advanced
Everything you Need
$99 / user / mo
14-Day Free Trial
Billed Monthly
Cancel Anytime
Enterprise
For MGA/AGA/Brokerages
Inquire
14-Day Free Trial
Flexible Billing
Customized for Your Business
All pricing is in USD
Starter
Advanced
Enterprise
Unlimited Contacts
Unlimited Tasks
Import Data
Cloud Storage
15 GB
500 GB
Unlimited
Compliance
Basic
Pro
Enterprise
CASL
Smart Notes & Call Logs
Advisor Disclosure
Fact Finding
Needs Analysis
Reason Why Letter
Advance Features
Basic
Pro
Enterprise
Interactive Client Portal
Email Integration
Brand Customization
Product Recommendation
Comprehensive Client Report
Data Feed
Admin Panel
Features Comparison
Starter
Advanced
Enterprise
Unlimited Contacts
No contact limit, create as much contacts both leads and clients as you grow.
Unlimited Tasks
No limit on the tasks you perform in a day or a month
Import Data
Easily Import Data from other CRMs or files
Cloud Storage
Secured cloud storage that you can access from anywhere
15 GB
500 GB
Unlimited
Compliance
CASL
Automatically send to your client and documented
Smart Notes & Call Logs
Take digital notes or record call logs that are searchable, organized, and simplified. Date, time, locked, and stamped for compliance.
Advisor Disclosure
Upload and customize your disclosure documents easily
Fact Finding
Check the Financial Need Analysis in minutes
Needs Analysis
FNA with AI Recommendation, Product selection, Automatic save with date and stamp on client account
X
Reason Why Letter
Automated and customized letters as per your need
X
Advanced Features
Interactive Client Portal
Interactive, secure client portal. Realtime access to share all the documents, notes and communication
Email Integration
Integrate your email within BlueMind App
X
Product Recommendation
BlueMind provide product comparison and recommends the best one for your clients
X
Comprehensive Report
Share complete reports with your clients within the app
X
Brand Customization
Customize your and client's side portal with your brand logo and messages
X
X
Data Feed
Integrate the data directly from insurance companies to your BlueMind Portal
X
X
Admin Panel
Monitor all the activities of your advisors and guide them for success
X
X
90 Days Money Back Guarantee!
If you’re not 100% satisfied, we’ll refund your payment within 90 days from the day you start paying. No hassles, no risks.
If you’re not 100% satisfied, we’ll refund your payment within 90 days from the day you start paying. No hassles, no risks.
FAQs
Most Frequently Asked Questions and their Answers
We accept all major Credit Cards (i.e. Visa, MasterCard, and American Express). Alternatively, you can pay via PayPal upon request. Please contact us for more details.
We have 2 payment subscriptions; monthly and annual. A monthly subscription in which you will be billed on a monthly basis for the plan you have subscribed for until you cancel. The second is annual plan which renews every 12 months.
Yes, you can cancel the subscription, during or after the free trial, or when your need is fulfilled.
The free trial has all the features that we have on the Premium Plans. You can compare plans here.
If you are not satisfied with BlueMind, you can cancel the subscription at anytime without any penalties or charges.
While authorizing your Credit Card information, please make sure that all the information is correct and you have sufficient amount in it. Or, you may need to contact your bank.
You can pay through Paypal for the subscription. In case of any confusion, you can contact us through live chat or email at hello@bluemind.app
An Automated Compliance CRM For Financial Advisors
Quick Links
Connect With Us
Email: hello@bluemind.app
Phone: 1-844-844-6525
A Compliance Companion Tool For Financial Advisors
Quick Links
Connect With Us
Email: hello@bluemind.app
Phone: 1-844-844-6525
A Compliance Companion Tool For Financial Advisors
Connect With Us
Email: hello@bluemind.app
Phone: 1-844-844-6525
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