TrustRadius

BlueMind vs. Velocity Standard

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BlueMind
Score 10.0 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
Velocity Standard
Score 0.0 out of 10
N/A
VRC Insurance Systems in California offers Velocity, an Insurance Suite containing a general ledger and all needed financial applications, policy and document management, and administrative automation features.N/A
Pricing
BlueMindVelocity Standard
Editions & Modules
Beginner
$19.99
per user/per month
Advanced
$49.99
per user/per month
Enterprise
Please Contact Us
No answers on this topic
Offerings
Pricing Offerings
BlueMindVelocity Standard
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsThere is an additional 25%+ discount for annual licensing—
More Pricing Information
Community Pulse
BlueMindVelocity Standard
User Ratings
BlueMindVelocity Standard
Likelihood to Recommend
6.0
(1 ratings)
-
(0 ratings)
User Testimonials
BlueMindVelocity Standard
Likelihood to Recommend
BlueMind
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
AN
Amos Ngai
Academic Chair
Read full review
VRC Insurance Systems
No answers on this topic
Pros
BlueMind
  • Transparency - compliance
  • Dashboards
  • Client management
AN
Amos Ngai
Academic Chair
Read full review
VRC Insurance Systems
No answers on this topic
Cons
BlueMind
  • 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.
AN
Amos Ngai
Academic Chair
Read full review
VRC Insurance Systems
No answers on this topic
Alternatives Considered
BlueMind
BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.
AN
Amos Ngai
Academic Chair
Read full review
VRC Insurance Systems
No answers on this topic
Return on Investment
BlueMind
  • Much more functional than a traditional database
  • Dashboards provides a great single-source information for reporting
  • Client management ensures stakeholders are connected
AN
Amos Ngai
Academic Chair
Read full review
VRC Insurance Systems
No answers on this topic
ScreenShots