01 · Capture
Every conversation, always documented.
Type a quick note, upload a PDF, or record a voice memo after a call. Cornerstone auto-transcribes audio and indexes everything into the case record.
For insurance professionals
The operating system
for the modern
insurance agent.
Cornerstone turns every client conversation into structured, searchable, actionable client intelligence — so you can spend less time on documentation and more time on the work that matters.
No credit card required. Cancel anytime.
Core capability
Ask any question.
Get cited answers.
Every note, document, and recording you add to a case becomes a searchable source of truth. Ask a question in plain language and Cornerstone returns a grounded answer with exact citations — so you always know where the answer came from.
- ✓Hybrid search: semantic meaning + keyword precision
- ✓Every answer tied to a specific source and date
- ✓Searches across notes, PDFs, voice transcripts
- ✓Instant — no rebuilding context before every meeting
Everything you need
Six capabilities.
One coherent system.
02 · Ask
Instant answers from the full case history.
Semantic + keyword search surfaces exactly what you need. No scrolling through notes — just ask, and get a cited answer from within the case.
03 · Recap
Auto-summaries after every interaction.
Each captured input is automatically distilled into a polished interaction note: summary, key facts extracted, and action items identified.
04 · FNA
Complete needs analysis, grounded in evidence.
Cornerstone generates a full Financial Needs Analysis — household snapshot, protection gap analysis, findings, and recommendations — from the case record.
05 · Workflow
Nothing slips through the cracks.
A case timeline and task system surfaces what needs attention: overdue items, stale cases, and pending follow-through — all in one view.
06 · Intelligence
Your personal command center.
The agent dashboard shows what needs your attention today, where documentation is thin, where follow-up is at risk, and how your productivity tracks over time.
Financial Needs Analysis
A complete needs analysis,
built from the ground up.
Cornerstone generates a full Financial Needs Analysis from the case record — household snapshot, financial position, protection gap analysis, findings, and specific recommendations — all grounded in real source evidence from the client's own documents and conversations.
Every figure is cited. Every finding traces back to a specific input. Move it through a structured draft → reviewed → finalized workflow before presenting it to the client.
7sections in a complete FNA
100%grounded in your case data
Agent intelligence
See the full picture.
Every morning.
The Cornerstone dashboard is your personal command center: what needs your attention today, where documentation is thin, which follow-ups are at risk of slipping, and how your work tracks over time.
No more manually keeping a spreadsheet of who you need to call. No more wondering which client hasn't heard from you in 60 days.
3Overdue tasks
2FNAs need review
8hDocumentation saved this month
Pricing
One plan.
Everything included.
No feature tiers, no usage limits, no surprises. Everything Cornerstone does is available from day one.
Professional
$99/ month
14-day free trial · No credit card required
Start your free trialAlready have an account? Sign in →Everything included
- ✓Unlimited cases
- ✓Notes, documents & voice capture
- ✓Auto-transcription of voice memos
- ✓Cited answers via Ask any case
- ✓Auto-generated interaction recaps & action items
- ✓Financial Needs Analysis (FNA) — draft → finalized
- ✓Timeline & task management
- ✓Agent intelligence dashboard
- ✓Full case search across all inputs
- ✓14-day free trial, no card required
Start today
Stop rebuilding context
before every client call.
Your clients deserve an agent who has the full picture. Cornerstone keeps it for you — automatically, reliably, every time.
Start your 14-day trial
No credit card. No commitment. Cancel anytime.