BlueMind vs. EbixEnterprise

BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings

Incentivized

quoting multiple carriers with real-time pricing updates is crucial in our business and it is the only platform we are aware of that is succesful in this area. Application submission directly from a quote is very convenient. We rely heavily on the quoting platforms within EbixEnterprise for our business and without it would have to login to each carrier individually causing major delays.

Incentivized

• Transparency - compliance
• Dashboards
• Client management

Incentivized

• Accurate quoting using Carrier software for advances sales
• Allows electronic application submission
• Ability to compare side by side many options

Incentivized

• Automation can be a bit more robust, still requires a bit of fixing to make it work consistently
• Target estimations are not very deep
• Dashboards could be more customizable for different use cases.

Incentivized

• Winflex web times out too quickly and requires a new login and new data entry
• calculations can sometimes take too long causing winflex to shut down

Incentivized

BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.

Incentivized

• Much more functional than a traditional database
• Dashboards provides a great single-source information for reporting
• Client management ensures stakeholders are connected

Incentivized

• We have agents all over the country that come to us for carrier selection/quoting
• We are a preferred Premium Finance Brokerage and are able to be such due to the ease and speed at which we are able to look at the entire market simultaneously.
• we would not be as successful without the tools from EbixEnterprise

Incentivized