All the information you need. At a glance.
The BlueMind dashboard is your command center. See your day. See your year. Quickly scan prospects, tasks, follow-ups, correspondence, documents, and all client data. Identify revenue opportunities. And know precisely when to act.
Streamline application processing.
Applications, quotes, and letters take time. Errors occur. Compliance is a question. But not with BlueMind. Automation saves you hours of time. You’ll generate error-free correspondence in seconds. Deals close faster. 100% in compliance.
This is the digital connection your clients want.
We all want an easy digital path to services and accounts. The BlueMind client portal is a one-click repository of shared notes, correspondence, and policy information. Clients appreciate the convenience and transparency. Trust grows. Lifetime income is protected.
Your day. Clearly defined by what matters.
Tasks are sorted in order of priority with the right names, notes, and next-steps attached. Your email and calendar apps are integrated for optimal workflow. Reminders are automated so nothing is overlooked.
Financial Needs-analysis has never been easier.
Financial Needs-analysis software is needlessly complex. BlueMind simplifies the process with interactive, graphical Q&A functionality. Understand client needs better. Send your recommendations in an attractive PDF format. All synced with your client files for later reference.
So much to not think about anymore.
The BlueMind reminder generator never lets you forget. In addition to daily task reminders, BlueMind alerts you to birthdays and anniversaries, annual reviews, policy renewals, term conversion opportunities, and other follow-ups. Program it easily to strengthen all your client connections.
Explore Features
Expedited Sales Process
Automated Correspondence
Automated Greeting Cards
Policy Analysis & Comparison
Contact Management
Calendar Integration
Compliance Checklist
Enhanced Security
Task Reminders
Virtual Folders
Voice-to-Text
Client Portal
Client Reporting
Continuing Ed Credit Storage
License and Contracting Storage
User Privilege and Access Control