Broker CRM
Your Entire Book of Business. One Platform.
Stop juggling spreadsheets, sticky notes, and disconnected tools. The Broker CRM gives you a complete view of every employer client, every employee, every policy, and every renewal — purpose-built for how insurance brokers actually work.
The average broker uses 4–6 disconnected tools to manage their book of business.
A spreadsheet for clients. A calendar for renewals. A separate system for COBRA. Another for plan documents. The Broker CRM consolidates everything into a single, purpose-built platform — so you spend less time managing tools and more time serving clients.
Everything a Broker Needs. Nothing a Broker Doesn't.
Every feature was designed around real broker workflows — not adapted from generic CRM software.
Full Company Management
Track every employer client — prospects, active clients, carriers, and vendors — with rich company profiles, type-based workflows, and a complete activity history.
Employee & Contact Records
Manage every employee across your entire book of business. Search by name, company, or status. Full contact cards with benefits enrollment, hire dates, and COBRA eligibility.
Policy & Benefits Tracking
Track medical, dental, vision, life, STD, LTD, HSA, and FSA coverage lines for every group. Monitor effective dates, carriers, tiers, and premiums in one place.
Renewal Calendar
Never miss a renewal. A visual calendar shows every upcoming group renewal across your book, with alerts and a sidebar of the next 30 days of activity.
Activity & Task Tracking
Log calls, tasks, and events against any company or individual contact. Filter by type, see your full activity timeline, and stay on top of every client touchpoint.
Agency Dashboard
A real-time command center showing your total book size, active clients, upcoming renewals, and quick-launch access to every tool in the Broker Toolbox.
SSO App Launcher
Launch PlanForm 125, COBRA Shield Pro, and ERISA Pilot directly from the CRM with client context pre-filled — no re-entering data across tools.
Cross-Company Search
Search employees and contacts across your entire book of business in seconds. Filter by employment status, company, or department — all from one screen.
Role-Based Access
Control who sees what. Assign member or admin roles to your team, with every record scoped to your agency account — your data stays yours.
Built for Security, Compliance & Scale
HIPAA Aware
Privacy-conscious data handling
Role-Based Access
Team permissions & audit trail
Encrypted Storage
Enterprise-grade data security
Master Plan Only
Included with full subscription
The Hub That Connects Every Tool
The Broker CRM is the center of the Broker Toolbox ecosystem. Launch any tool with client context already loaded — no re-entering data, no switching logins.
Your Agency at a Glance
The Agency Dashboard gives you a real-time view of your entire book — metrics, renewals, recent activity, and quick access to every tool.
Good morning, Alex
Here's what's happening with your book of business today.
48
Total Companies
1,240
Total Covered Lives
7
Renewals This Month
12
Renewals Next 30d
What Brokers Are Saying
"The Broker Toolbox CRM replaced three separate tools I was paying for. Having my clients, employees, renewals, and apps all in one place is a game changer."
Michael D.
Independent Benefits Broker, Scottsdale AZ
"The renewal calendar alone is worth the Master subscription. I can see my entire book at a glance and never miss a renewal conversation."
Karen P.
Employee Benefits Consultant
"Being able to search employees across all my groups and jump straight to their benefits enrollment is something I didn't know I needed until I had it."
Tom W.
Benefits Agency Principal
Ready to Run Your Entire Book from One Platform?
The Broker CRM is included with every Master subscription — along with every other tool in the Broker Toolbox. One price. Everything you need.
14-day free trial · No credit card required · Cancel anytime