The right plan for your practice
The right plan for your practice
Subscribe to individual tools or get everything with the Master Subscription. Cancel anytime — no contracts, no surprises.
Standard trial: 14 days. Promo codes can extend this further.
Master Subscription
Full access to every tool on Broker Toolbox — now and in the future.
billed monthly
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14-day free trial · No credit card required · Cancel anytime.
Individual Tool Access
Only need one tool? Subscribe to just what you use.
125Guide
Unlimited Section 125 plan documents for your clients.
- Unlimited plan document generation
- DOL-compliant output
- Client-ready PDFs
- E-signature ready
125Guide — Single Use
Generate one Section 125 plan document. No subscription required.
- One plan document generation
- DOL-compliant output
- Client-ready PDF
- E-signature ready
COBRAGuide
Automated COBRA compliance management for your book of business.
- Automated COBRA notices
- Deadline tracking & alerts
- Federal compliance guaranteed
- Unlimited clients
Broker Forms Library
Access to all 44+ broker-ready compliance and HR forms.
- 44+ broker-ready forms
- HR, COBRA, Section 125 & more
- Always up to date
- Instant download
Trusted by brokers across the country
Real feedback from real subscribers.
"The Master Subscription pays for itself the first time I generate a Section 125 document. It used to take me 45 minutes — now it's done in under two."
Rachel M.
Benefits Broker, Phoenix AZ
"COBRAGuide has saved my agency from at least three compliance headaches this year. The automated notices alone are worth every penny."
David K.
Independent Broker, Dallas TX
"I was skeptical about the price, but the Forms Library alone has more than 40 ready-to-go documents I used to spend hours hunting down."
Sandra L.
Group Benefits Specialist, Denver CO
Frequently asked questions
Everything you need to know before subscribing.
What is the Master Subscription?
The Master Subscription gives you full access to every Broker Toolbox tool — 125Guide, COBRAGuide, and the Forms Library — for a single monthly price of $99. It's the best value if you use more than one tool.
Can I subscribe to individual tools?
Yes. 125Guide and COBRAGuide are each available as standalone monthly subscriptions at $29/month. The Forms Library is available separately at $9.99/month. You can also purchase a single 125Guide document as a one-time purchase.
Is there a free trial?
Every new subscription includes a 14-day free trial — no credit card required to start. If you have a promo code, you can extend your trial even further.
Can I cancel anytime?
Absolutely. All Broker Toolbox subscriptions are month-to-month with no long-term commitment. Cancel anytime from your account dashboard and you'll retain access through the end of your billing period.
Is my data secure?
Yes. Broker Toolbox uses industry-standard encryption in transit and at rest. We never sell or share your client data with third parties.
Ready to work smarter?
Join over 1,200 brokers who use Broker Toolbox to save time, stay compliant, and serve their clients better.
14-day free trial · No credit card required · Cancel anytime
All subscriptions renew monthly. Cancel anytime from your account dashboard. Questions? Contact support.