Built by Brokers,
for Brokers
Broker Toolbox was born out of a simple frustration: independent insurance brokers deserved the same powerful compliance and management tools that large agencies had — without the enterprise price tag or the learning curve.
Leveling the Playing Field for Independent Brokers
We believe independent brokers are the backbone of the employee benefits industry. They build real relationships, give real advice, and fight for their clients in ways that large call-center agencies never can.
But for too long, the tools available to independent brokers have been either too expensive, too generic, or too complicated. We set out to fix that.
Broker Toolbox is the platform we wished existed when we started — purpose-built compliance tools, a CRM that understands how brokers work, and a library of resources that makes every broker look like a large agency.
What We Stand For
Four principles that guide every product decision we make.
Built for Brokers
Every feature, every workflow, every design decision is made with one user in mind: the independent life and health insurance broker.
Compliance First
We don't cut corners on compliance. Every tool is built to meet ACA, ERISA, and DOL requirements — so your clients are protected and you sleep easy.
Speed Without Sacrifice
Compliance work should be fast. We automate the tedious parts so you can focus on what actually grows your business: relationships.
Broker Success = Our Success
We succeed when you succeed. That's why we price fairly, respond quickly, and keep building the tools you actually ask for.
How We Got Here
The milestones that shaped Broker Toolbox.
The Problem Becomes Clear
After years working alongside independent insurance brokers, our founders saw the same frustration over and over: powerful enterprise tools existed for large agencies, but independent and small-team brokers were stuck with spreadsheets, generic HR software, and expensive attorneys for routine compliance work.
Building the First Tools
We started with the two most painful compliance workflows: COBRA administration and Section 125 plan documents. COBRA Shield Pro and PlanForm 125 launched to a small group of beta brokers who helped us refine every workflow.
The Toolbox Takes Shape
With ERISA Pilot and the Broker Library added to the platform, Broker Toolbox became a true compliance suite. Hundreds of brokers across the country were using the platform to serve their employer clients faster and more professionally.
Broker CRM Launches
We heard the same request from our users: "I need a CRM built for how I actually work." Broker CRM launched as the first client management platform designed exclusively for life and health insurance brokers — with SSO access to every Broker Toolbox app.
Growing the Platform
Today, Broker Toolbox serves brokers across all 50 states. We're continuing to build the tools, integrations, and resources that help independent brokers compete and win.
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