Welcome to BlueMind! This checklist walks you through everything you need to get up and running. Work through it in order, and you'll have your workspace set up and ready to go in no time.
1. Create your account
Sign up on the BlueMind website and start your free trial.
→ See Creating your BlueMind account for step-by-step instructions.
2. Set up your advisor profile
Complete your profile so your workspace reflects your credentials and stays audit-ready.
→ See Setting up your advisor profile for details.
3. Get to know your dashboard
Log in and explore your dashboard — your home base in BlueMind.
→ See Navigating the dashboard to learn more.
4. Import your clients
Bring your existing book of business into BlueMind by uploading your contacts and policy details from a CSV or Excel file. Need a hand? A white-glove data onboarding service is available — just reach out to our team at support@bluemind.app.
5. Meet Mia, your AI digital assistant
Get familiar with Mia, who's ready to help you prep for meetings, generate letters and client documents, and handle the routine tasks that keep your practice moving.
6. Watch the demos
Learn the platform by watching our full-platform walkthrough demo, then explore the step-by-step tutorials for each feature. This is available on the platform in the "need help" button on the top right.
7. Start working
You're all set! Begin adding tasks, managing your pipeline, and using BlueMind to run your practice day to day.
Need help along the way?
If you have questions at any step, reach out to our team at support@bluemind.app or book a meeting with us anytime.