We onboarded bluemind in early summer of 2024. This CRM has allowed us to easily update and track our Insurance and Wealth clients. I have been using it extensively over this time period. The ability to track all policies for each client in one user friendly interface is fantastic. This allows for quick retrieval of information all from one source. The notes section/ tasks and file manager allow us to easily remain compliant by allowing us to quickly update every interaction with a client and monitor tasks as they are getting done. Tracking the flow of prospects to clients is also great. The bluemind folks have been great and answer questions and also integrating changes that work specifically for us. This allows us to slightly tweak the system as required. Not all features where present when we first got started, but they have been continually updating the software and it continues to evolve into a must have piece of the successful insurance office.

I've been using Bluemind CRM to manage my insurance clients for almost a year now, and I must say, it has been a game-changer for my business. As an insurance broker, having a reliable and efficient CRM is crucial, and Bluemind has exceeded my expectations.One of the standout features of Bluemind is its ease of use. From the moment I started using it, I found the interface intuitive and user-friendly. It didn't take long to get up and running, which was a huge plus. The CRM helps me keep track of client interactions, policy details, and follow-ups with remarkable efficiency, making my daily operations smoother and more organized.The improvements and updates over the past year have only enhanced my experience with Bluemind. Each update seems to bring valuable features that address the evolving needs of my business. I'm genuinely impressed with how the platform continues to evolve, and I look forward to seeing what new advancements the Bluemind team has in store. For any insurance professional looking for a reliable and effective CRM, I highly recommend Bluemind.

I have recently subscribed BlueMind… Already it has helped me streamline and automate my business by making it easier to manage my clients, track progress and stay compliant! Mind blowing! I can keep track of leads prospects and clients. It is integrated with my email and calendar creating time efficiency and easier task management. Has an easy-to-use compliance checklist and now I complete all necessary notes and documentation! I can also share notes with my clients. Going forward when I am ready to, it will also allow me totransition my business for succession quickly and efficiently. All this in one specifically designed easy to use tool for MY business! I highly recommend this to any advisor, whether you are just starting , developing or transitioning out of the business!   Dr Shehnaz hussain CLU CHS EPC PHD Natural Medicine

BlueMind CRM captures clients needs for financial analysis. We follow compliance for need analysis and reason out issues for shorter and long term needs of our customers. This helps in safeguarding client needs and win win situations for all stakeholders. Since this is developed using Cloud/AI tools. It is very much ahead in the digital space and offering latest tools to clients and financial industry space as well.

Feeling overwhelmed with all the compliance and documentation in our Industry? Blue Mind is the answer. 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. A system that are 1. Simple-easy to use daily 2.Cost effective 3.Consistent in delivering best result 4.Enjoyable- bringing out the best version of yourself

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. BM has helped us. Automating specific tasks is one of the best features to be mentioned.

Having one tool that tracks, documents and keeps my business compliant has not only been a time saver but has taken my business to the next level.

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I think it is one of the best tool available in market for insurance advisors will all different useful features and tools gathered together in one web-based platform.

BlueMind is exactly what a CRM system should be for advisors. It integrates practice and compliance management into one solid solution. A big plus is that the design team and the CEO have real life advisor business experience.

I have been using many tech tools for my insurance business, I found most are complicated and outdated. I love how Bluemind is modern, easy to use, and I can easily adapt to my process. Thanks for your creativity.