How Can We Help?
Our team is here to make sure you get the most out of every tool in Broker Toolbox. Browse FAQs, reach out directly, or explore the Learning Center.
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Frequently Asked Questions
Quick answers to the most common questions.
How do I reset my password?
Go to the login page and click "Forgot password." You'll receive a reset link at your registered email address within a few minutes.
Can I add team members to my account?
Yes. From your account settings, you can invite additional users and assign them roles. Team member seats are included in the Master Plan.
How do I cancel my subscription?
You can cancel anytime from your account settings under "Billing & Plan." Your access continues through the end of your current billing period.
Is my client data secure?
Yes. All data is encrypted at rest and in transit. We use enterprise-grade security infrastructure and never share your client data with third parties.
Can I export my data?
Absolutely. You can export company, contact, and employee records as CSV files from the CRM at any time.
What browsers are supported?
Broker Toolbox works best in Chrome, Firefox, Safari, and Edge. We recommend keeping your browser up to date for the best experience.
Didn't find your answer?
Our support team typically responds within one business day. You can also browse the Learning Center for detailed guides and video tutorials.