Your client list stops being two lists.
Already keep your book in a CRM? Connect it and blankit matches each client to your record and puts renewal dates on your pipeline board. A CRM is optional — everything works without one.
Whichever one you already run on.
HubSpot
About two minutes, on your own
Create a key in HubSpot and paste it in. You need to be a HubSpot Super Admin.
Zoho
About thirty seconds, on your own
Pick your region, press Connect, sign in and approve. Canadian and US-hosted Zoho accounts are supported.
Salesforce
A short job for whoever admins it
A Connected App in your org, then a key and secret pasted into blankit.
Microsoft Dynamics 365
Hand this one over
Setup spans two Microsoft admin sites, so it is a job for your Microsoft admin. blankit gives them the exact list.
Matches your clients
Links the clients it is sure about. Where two records could match, you pick — it never guesses.
Fills in renewal dates
CRM renewal dates fill gaps on your pipeline board. Anything you already scheduled stays put.
Keeps client details current
Map the fields you keep, such as industry, and the client record stays in step. Anything it cannot read is flagged, not guessed.
Brings across your contacts
Each client’s contacts — name, title, email, phone — appear on the client record.
Mirrors commission rates
Commission reconciliation can use your CRM’s rate. A rate you entered by hand always wins.
Runs overnight
It syncs nightly. You hear from blankit only when something needs you.
It reads. It writes back only if you switch that on.
Out of the box
blankit only reads. Nothing in your CRM is created, changed or deleted.
If you want the other direction
Turn on write-back and blankit can post the next renewal date, renewal status, the carrier’s ask and savings found. You choose the fields and preview every write.
A figure blankit does not have is skipped, never written as a blank.
Written for an advisor, not an IT department.
blankit walks you through it screen by screen, naming the buttons in your own CRM. Where you need someone technical, it says so up front. Disconnect any time; your CRM is untouched.
A CRM is optional. Everything works without one.
Add clients by hand. Carrier documents arrive by upload, email, Slack, Microsoft Teams, Outlook or a watched cloud folder — none of it needs a CRM.
Bring your book across once.
We connect it with you on a call and show you the matches before anything is linked.