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Score 5.8 out of 100


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Product Details

What is BlueMind?

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 tools and manual processes, while its cloud database handles organization and data security.

BlueMind Features

  • Supported: Customer Relationship Database
  • Supported: Compliance Automation
  • Supported: Email Integration
  • Supported: E-signing
  • Supported: Client Management
  • Supported: Business Analytics
  • Supported: Policy Quoter
  • Supported: Product Illustrator

BlueMind Competitors

BlueMind Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesCanada, US, Brazil
Supported LanguagesEnglish, French, Portuguese


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Reviews and Ratings



(1-1 of 1)
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Score 6 out of 10
Vetted Review
Verified User
Review Source
We use it to track our employer and student interactions for the purpose of reporting and tracking.
  • Transparency - compliance
  • Dashboards
  • Client management
  • 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.
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.