Ask your chatbot. It does the actual work.
Connect the AI chatbot your firm already uses. “What should Humber Freight actually be paying?” becomes a sentence, not an afternoon — answered by blankit’s own engine, on your real book.
A renewal, start to finish, out loud.
| “Which of our clients renew in the new year?” | Finds the clients you mean in your book. |
| “What assumptions are we using for Humber Freight?” | Reads back their target loss ratios, IBNR, trend and pooling. |
| “The carrier just told me what they price dental to — record that.” | Saves it so every future analysis uses it. |
| “Here’s the renewal letter. Read it.” | Reads the carrier’s PDF line by line, even across several files. |
| “What should they actually be paying?” | Runs the fair-premium analysis against the carrier’s ask. |
| “Save that to their history.” | Files it against the client, as if you ran it yourself. |
| “Make me the one-pager for the carrier.” | Renders the branded carrier PDF, ready to attach. |
| “Start a quote for a January 1 effective date.” | Opens a draft marketing case with the lines you want quoted. |
| “Put every client’s latest renewal into one book.” | Merges your deliverables into one branded PDF. |
Anything that writes to your account is off until you switch it on.
Three steps. Nothing to install.
No IT project. A guide inside blankit walks you through it.
Step 1
Create a key in blankit
Settings → Team & access. Tick what the chatbot may do: read only, or read and write.
Step 2
Paste two values into your chatbot
A web address and a pair of credentials. That is the whole handshake.
Step 3
Ask it something
“Which clients do we have?” If it names them, you are connected.
A key that reads is not a key that writes.
Your firm only
A key acts as your firm and sees nothing outside it.
Writing is opt-in
Saving analyses, changing assumptions, starting quotes and building bundles are off by default. It can never email a carrier or a client.
Written down
Everything the chatbot does lands in your firm’s audit log.
Off in one click
Revoke a key in settings and it stops working. Access tokens expire within the hour.
Treat a key like a password: grant only what the job needs.
Same engine. Wherever you work.
One platform, one methodology, one audit trail.
Rider, in the dashboard
The chatbot built into blankit. It knows the client in front of you and walks you through the work.
How the analysis worksSlack, Teams and Outlook
Drop a carrier PDF in a channel; the analysis comes back in the thread for the team.
See the channelsYour own AI
For the advisor who already lives in a chatbot and wants blankit inside it.
Book a walkthroughThe one paragraph with jargon in it.
blankit is a remote MCP server over HTTP, with per-firm OAuth credentials and scopes matching the permissions above. Discovery is published. Endpoints and the tool list are under Settings → Team & access.
Documents are stored in Canada and read exactly as they are on an upload — see Trust & security.
Bring your own chatbot.
Create a key, paste it in, ask a question.