Learn Broker Toolbox
Step-by-step guides, video walkthroughs, and best practices to help you get the most out of every tool in your arsenal.
40+
Articles & Guides
12
Video Tutorials
6
Topic Categories
5 min
Avg. Read Time
Featured Videos
Watch before you read — get up to speed fast.
Platform Overview: 5-Minute Tour
Get oriented with every tool in the platform.
COBRA Shield Pro: Full Walkthrough
From setup to automated notice delivery.
Setting Up Your CRM in 15 Minutes
Add companies, contacts, and employees fast.
Generating Your First Section 125 Document
Build a compliant plan document in minutes.
Browse by Topic
Every tool has a dedicated guide library. Find what you need fast.
Getting Started
New to Broker Toolbox? Start here. Step-by-step walkthroughs for every tool.
COBRA Compliance
Master COBRA Shield Pro — from initial setup to automated notice delivery.
Plan Documents
Build Section 125 and ERISA wrap documents with confidence.
CRM & Client Management
Get the most out of Broker CRM — companies, contacts, renewals, and more.
Broker Library
Navigate 44+ compliance and HR forms. Know what to use and when.
Best Practices
Proven workflows from top-performing brokers using Broker Toolbox.
Quick Start in 5 Minutes
Our platform overview video gets you oriented before you touch a single setting.
Searchable Article Library
Every guide is written specifically for life & health insurance brokers — no generic HR fluff.
Updated with Every Release
When we ship new features, the Learning Center is updated the same day.
Still have questions?
Our support team is standing by to help you get the most out of Broker Toolbox.