Your Professional Broker Toolbox
Are your tech subscriptions getting out of hand?
Stop cobbling together generic software. Broker Toolbox gives you purpose-built tools designed to help successful producers run and grow their business.
Finally — one solution to manage clients, marketing, and compliance all in the same place.
Tools That Work as Hard as You Do
Each tool in the Broker Toolbox is purpose-built for a specific compliance or administration workflow — no bloat, no learning curve.
Broker CRM
Master PlanYour Entire Book of Business. One Platform.
The CRM built exclusively for insurance brokers. Manage every employer client, employee, policy, and renewal in one place — with SSO access to every Broker Toolbox app. No spreadsheets. No disconnected tools. Just your entire book, organized.
Active Clients
48
Covered Lives
1,240
Renewals / Mo
7
Open Activities
12
PlanForm 125
Section 125 Plan Document Builder
Generate compliant Section 125 Cafeteria Plan documents in minutes. Stop paying attorneys for boilerplate — create, customize, and deliver professional plan documents directly to your employer clients.
- IRS-compliant plan documents
- Employer customization wizard
- Instant PDF generation
COBRA Shield Pro
Automated COBRA Compliance Management
Stop managing COBRA manually. Automate notices, track every deadline, and keep your employer clients compliant — so you can focus on growing your book of business.
- Automated DOL-compliant notices
- Deadline tracking & alerts
- Client & beneficiary management
ERISA Pilot
ERISA Wrap Documents & Compliance Gap Analysis
Eliminate ERISA exposure for your employer clients. Generate compliant wrap plan documents, run automated compliance gap analyses, and deliver audit-ready reports — all without an ERISA attorney.
- ERISA wrap plan document builder
- Automated compliance gap analysis
- SPD & SBC generation
Broker Library
Broker-Ready Compliance & HR Forms
Access a curated library of 44 professionally prepared compliance and HR forms. Search by category, download instantly, and deliver polished documents to your employer clients in seconds.
- 44 ready-to-use compliance forms
- Organized by category
- Instant search & filter
Up and Running in Minutes
No implementation consultant. No 6-week onboarding. Just sign up and start working.
Import Your Book
Add your employer clients manually or bulk-import from a spreadsheet. Contacts, group sizes, renewal dates, and carriers — all in one place in under 10 minutes.
Activate Your Tools
Turn on COBRA Shield Pro, PlanForm 125, and ERISA Pilot with a single click. Each tool is pre-configured for compliance — no setup required.
Grow Your Book
Let automated alerts handle deadlines, AI surface at-risk renewals, and the commission reconciler catch missing carrier payments — while you focus on clients.
The Only Platform Built for Brokers
Generic CRMs and point solutions leave critical gaps. Broker Toolbox closes all of them.
| Feature | Broker ToolboxFrom $49/mo | AgencyBlocFrom $75/mo | Generic CRMHubSpot / Salesforce |
|---|---|---|---|
| Broker-native CRM | |||
| COBRA compliance automation | |||
| ERISA wrap document builder | |||
| Section 125 plan documents | |||
| Commission reconciliation | |||
| Renewal pipeline & alerts | |||
| Employer client portal | |||
| AI renewal risk scoring | |||
| Carrier forms library (50-state) | |||
| B2B prospect intelligence |
Get Every Tool. One Price.
Subscribe to the full Broker Toolbox and unlock every current tool plus every future tool we release — at a single flat rate. Or pick just the tools you need à la carte.
Built by Brokers, for Brokers
Generic HR software wasn't designed with your workflow in mind. Every feature in Broker Toolbox maps directly to how independent life & health agents actually operate.
Built for Speed
Every tool is engineered to eliminate manual work so you can serve more clients in less time.
Compliance First
ACA, ERISA, and DOL requirements baked in — not bolted on. Sleep easy knowing your clients are covered.
Grow Your Book
Professional-grade tools that make you look like a large agency, even as an independent broker.
Never Miss a Deadline
Automated alerts and tracking across your entire book of business — no spreadsheets required.
Client-Ready Outputs
Deliver polished, branded documents and reports your employer clients will actually appreciate.
Secure & Private
Enterprise-grade security protecting your client data and your professional reputation.
What Brokers Are Saying
Trusted by independent agents across the country.
"COBRA Shield Pro cut our administration time in half. The notice tracking alone is worth every penny."
Sarah M.
Benefits Broker, Phoenix AZ
"PlanForm 125 is a game changer. I used to outsource plan documents — now I generate them in minutes and keep the margin."
James T.
Independent Benefits Advisor
"The Broker Toolbox subscription pays for itself with the first client I onboard each month. Essential tools."
Lisa R.
HR Consulting Firm
Ready to Work Smarter?
Join 500+ insurance brokers who've replaced manual compliance work with Broker Toolbox. Start your free trial today — no credit card required.
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