Your AI-Powered Digital Assistant with Built-In Compliance Intelligence.
BlueMind gives you back 10+ hours a week, keeps you regulator-ready, and helps you serve more clients — without drowning in paperwork.
The Advisor’s Reality
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Chasing PDFs and e-signatures across carrier portals.
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Retyping the same client data into multiple systems.
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Stressing about whether your files are compliance-ready.
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Losing sleep before audits.
Meanwhile, compliance rules keep tightening.
👉 That’s where BlueMind steps in.
The BlueMind Promise
More Clients. Less Paperwork. Compliance Included.
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Organized Client Files – all in one place, accessible in seconds
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Smart Compliance Guardrails – AI flags gaps before they become risks
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Regulator-Ready Documentation – auto-generated notes + audit trail
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Timely Reminders – never miss renewals, reviews, or client touchpoints
From client meeting → to regulator-ready file in minutes.
How It Fits Into Your Day
👉 No more late nights digging through folders.
No more compliance anxiety. Just more time with clients.
Every advisor knows someone
who lost their license.
Don’t be next.
BlueMind is your insurance policy against compliance mistakes — while giving you the freedom to grow.
Why Advisors Trust BlueMind
Founded by an advisor who built and sold an MGA.
Designed specifically for Canadian life insurance advisors.
Intuitive and simple — no steep learning curve, no Zapier hacks.
SOC 2-level data security baked in.
Advisors don’t need another CRM.
👉 They need a co-pilot. That’s BlueMind.
What Advisors Are Saying
"BlueMind has helped me streamline and automate my business by making it easier to manage my clients, track progress and stay compliant! Mind-blowing! I highly recommend this to any advisor, developing or transitioning out of the business!""
CLU, CHS, EPC, PHD
"If you want to leave a mounting stress behind and move toward a more successful and enjoyable career as an Agent in this market, all you need is a proven system that fundamentally different than what you have been doing."
President of Britanico & Associates Financial Services - CLU, CHS, MDRT
"Migrating from a big-name CRM to Blue Mind was a well-thought-out decision. We sought more practical solutions to manage the data and service our clients. BlueMind brings simplicity & sophistication."
Vikram Janjua
President of Trupax Financial Limited, Insurance Broker
Simple, Transparent Pricing
Both plans come with 14-Day Free Trial 30-Day Moneyback Guarantee takes only 15 mins for the setup.
Introductory Offer
50% OFF
$49
/user/month
billed annually
$69
/user/month
billed monthly