Getting Started
Everything you need to get going.
By Maneli1 author4 articles
- Creating your BlueMind accountStep-by-step guide to creating your BlueMind account and starting your free trial — signup, email verification, and setting up your profile.
- Setting up your advisor profileComplete your BlueMind advisor profile — add your personal and professional details, upload your disclosure document, track CE credits, and record your insurance company contracts.
- Navigating the dashboardLearn your way around the BlueMind dashboard — the sidebar navigation, your at-a-glance view of tasks, clients, compliance, and pipeline, and how to customize it to track premium volume, renewals,…
- Quick start checklist for new usersA step-by-step checklist to get your BlueMind account set up and ready — from signup and profile setup to importing clients and meeting Mia.