Yes, you can even use Blix for free forever as part of our free plan. We also offer trials for enterprise customers. Please get in touch and our friendly team will work with you to get you up and running as soon as possible.

Of course. You can upgrade or downgrade based on your needs and business priorities. Not sure which plan is right for you? Chat with friendly team to find a solution that works for you.

We understand that things change. You can cancel your plan at any time before your next renewal date.

At the moment, the only way to add additional information to invoices is to add the information in your account set up.

For our enterprise customers Blix offers integrations to the major sales engagement platforms (SEPs) and customer relationship management solutions (CRMs).

You can think of Blix as a match-making engine, among other things. To do it's job, Blix needs two things from you. Firstly, a lead list that helps Blix understand who you want to go after. Secondly, information about you, your offering, your differentiation, who you win and who you lose with.

Blix's infrastructure is SOC2 and ISO27001 certified, ensuring adherence to the highest standards of data security. Your data is never shared without your consent and you have the ability to delete your account information as well as all data associated with your account.

Yes. Blix complies with FINRA's rules and guidelines for brokers and agents (e.g., Rule 2010 on Standards of Commercial Honor and Principles of Trade). Please reach out to info@blixsolutions.com to learn more about our policies and to discuss your needs.  

Yes. Blix complies with regulations such as GDPR, CCPA or the CAN-SPAM Act. Please reach out to info@blixsolutions.com to learn more about our policies and to discuss your needs.  

Yes. Blix maintains "do-not-contact-lists". If a prospect indicates they wish not to receive communication anymore, Blix will remove the prospect from any existing and future campaigns. Please reach out to info@blixsolutions.com to learn more about our policies and to discuss your needs.  

Blix researches over 30 publicly and commercially available data sources to learn about your prospects and find signals and angles. Data sources include LinkedIn, public records (e.g., birth, death, and marriage certificates), company websites, Youtube, X (formerly Twitter), property transaction databases, and news. We are continuously expanding the list of data assets and appreciate your ideas and requests.

You can think of Blix as a match-making engine, among other things. To score leads, Blix does three things: Firstly, it understands you, your offering, your differentiation, who you win and who you lose with, and who you want to go after. Secondly, it learns as much as possible about your prospects (see above). Thirdly, Blix assesses the likelihood of your prospect needing your insurance and investment solutions now.

Blix runs on a proprietary large language model (LLM) that has been trained on touch points between financial advisors and insurance agents and their prospects. This enables Blix to determine the outreach strategy (i.e. campaign type) with the highest chances of success.

Blix runs on a proprietary large language model (LLM) that has been trained on touch points between financial advisors and insurance agents and their prospects. This enables Blix to determine compose content and messages for each lead that give you the best chances of connecting and engaging your prospect.  

Blix runs on a proprietary large language model (LLM) that has been trained on touch points between financial advisors and insurance agents and their prospects. The training data comes from publicly available data sets as well as Blix customers who have consented to share their data in order to improve response rates.