| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 BlueMind | Score10 out of 10 | 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 |
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| Entry-level Setup Fee | Optional | ||||||||||
| Additional Details | There is an additional 25%+ discount for annual licensing | ||||||||||
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| Considered Both Products | Chose BlueMind BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info |
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| Likelihood to Recommend | 6.0 |
