Cornerstone & AgencyBloc Partnership

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.


We are proud to partner with Cornerstone to assist their health & life insurance agencies automate their operations & gain more strategic insight into their overall business.

"The price and functionality to have contact records, notes, activities, policy detail and commission records all in one place got me in. The customer service and AB’s desire to continually improve the product has kept me in.

William, William Avon Financial

We never knew how efficient our business processes could be until we started using AgencyBloc. We love all the capabilities and efficiencies it allows us.

Kathy, Illiana Insurance Agency, Ltd.

Key Features

Industry Specific

We know your industry! Very little customization is needed after setting up an account with us.

Access your own book-of-business

Login and see all your clients in one place, groups or individuals. Know your client's basic info, how they became a client, who their relations are, the policies that they have and all of the details about those policies.

Track the sales process from start to finish

From prospect to client - AgencyBloc makes it easy to keep track of where someone is in the sales cycle.

Make informed business decisions

Visualize your data to help you better understand your book-of-business and help you make the most informed business decisions possible.

Store your files in the cloud

AgencyBloc enables you to attach documents where they belong, rather than just storing them in folders on your computer or network. In the case of a disaster, we'll still have your files!

Provide top-notch customer support

Keep track of important interactions with your clients by tracking emails, phone calls, etc. Quickly glance at notes from previous interactions with the client before even picking up the phone.

AgencyBloc Customer Service

We have the same phone number for sales and customer support, we like talking to our clients!

View resource library

To receive your 10% discount*,

Schedule a live demo of AgencyBloc:

To learn more call or email our Sales Team:

Call AgencyBloc866-338-7075