TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    BlueMind

    Score10 out of 10
    N/ABlueMind 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

    Zego

    N/AN/AZego is a commercial motor insurance provider for users from entire fleets of vehicles to self-employed drivers and riders. It uses data sources to offer insurance products that save businesses time and money. Zego’s products represent a solution to this problem for businesses based across the UK, Europe and beyond.N/A
    Pricing
    BlueMindZego
    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
    BlueMindZego
    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
    User Ratings
    BlueMindZego
    Likelihood to Recommend
    6.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    BlueMindZego
    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
    Incentivized
    Read full review
    Zego
    No answers on this topic
    Pros
    BlueMind
    • Transparency - compliance
    • Dashboards
    • Client management
    Incentivized
    Read full review
    Zego
    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.
    Incentivized
    Read full review
    Zego
    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.
    Incentivized
    Read full review
    Zego
    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
    Incentivized
    Read full review
    Zego
    No answers on this topic
    ScreenShots