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A Smart Digital Office at Best Price

Try BlueMind risk-free for 14 days. No Credit Card required now.

28% OFF
Starter

Start Exploring

$49 / user / mo
    14-Day Free Trial
    90-Day-Moneyback Guarantee
    28% Savings
    $828 $588 Billed Annually
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30% OFF
Advanced

Everything You Need

$69 / user / mo
    14-Day Free Trial
    90-Day-Moneyback Guarantee
    30% Savings
    $1188 $828 Billed Annually
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Enterprise

Starting at

$199 / user / mo
    14-Day Free Trial
    90-Day-Moneyback Guarantee
    Flexible Billing
    Customized for Your Business
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Starter

Start Exploring

$69 / user / mo

    14-Day Free Trial
    Billed Monthly
    Cancel Anytime

Start Free Trial
Popular
Advanced

Everything you Need

$99 / user / mo

    14-Day Free Trial
    Billed Monthly
    Cancel Anytime

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Enterprise

For MGA/AGA/Brokerages

Inquire

    14-Day Free Trial
    Flexible Billing
    Customized for Your Business

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Basic

Pro

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

Basic

Pro

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

satisfaction

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.

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

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