BlueMind vs. iPipeline Financial and Insurance Solutions
BlueMind vs. iPipeline Financial and Insurance Solutions
Product | Rating | Most Used By | Product Summary | Starting Price |
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BlueMind | N/A | BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy… | $19.99 per user/per month | |
iPipeline Financial and Insurance Solutions | N/A | iPipeline offers a Financial and Insurance Solutions suite. Their applications support new policy acquisition via OMNIDIRECT, policy management via Agency Integrator, IGO field quoting, document management (DOCFAST) streamlined order entry management (the AFFIRM for Life or AFFIRM for Annuities product), insurance form management, iPipeline CRM, and eSignature (Alphatrust E-Sign). | N/A |
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Editions & Modules |
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Entry-level Setup Fee | Optional | No setup fee | ||||||||||||||
Additional Details | There is an additional 25%+ discount for annual licensing | — | ||||||||||||||
More Pricing Information |
BlueMind | iPipeline Financial and Insurance Solutions | |
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Top Pros | No answers on this topic | |
Top Cons |
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BlueMind | iPipeline Financial and Insurance Solutions | |
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Likelihood to Recommend | 6.0 (1 ratings) | 5.0 (1 ratings) |
Support Rating | - (0 ratings) | 10.0 (1 ratings) |
BlueMind | iPipeline Financial and Insurance Solutions | |
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Likelihood to Recommend | BlueMind | iPipeline |
Pros | BlueMind | iPipeline |
Cons | BlueMind | iPipeline |
Support Rating | BlueMind No answers on this topic | iPipeline |
Alternatives Considered | BlueMind | iPipeline |
Return on Investment | BlueMind | iPipeline |
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