Business Details
41 Years
experience
Your Trusted Partner for Health Insurance Solutions
Since 1985, Cornerstone Broker Insurance Services Agency Broker Insurance Services Agency has established itself as a leader in the health insurance industry, specializing in employee benefits and individual/family coverage. With six regional offices across Ohio and a team of experienced professionals, we support over 2,000 insurance brokers through comprehensive resources, cutting-edge technology, and personalized support. Our commitment to excellence is reflected in our decade-long recognition as a Top Workplace by The Cincinnati Enquirer.Led by co-owners Annie and Ryan Carroll, we combine deep industry expertise with a dedication to community involvement, offering tailored solutions that empower brokers to succeed. Our services include back-office support, licensing assistance, commission management, and innovative programs like ICHRA, ensuring brokers have the tools needed to thrive in a competitive market.
Services
Individual Health Insurance
Employee Benefits
ICHRA
Licensing and Commissions
Agency Services Program
Details
- Year established: 1985
Highlights and features
- We offer 40+ years of leadership experience in health insurance.
- Our team includes experts with an average of 17 years in the industry.
- We provide 24/7 access to commission statements through AGB Broker Briefcase.
- We deliver weekly webinars and CE opportunities for broker education.
- We advocate for brokers with carriers and legislative updates.
What people say
Second to none carrier coordination
Exceeded all expectations
Patient and professional team
Competitive resources
Enduring partnerships
Services
Individual Health Insurance
We provide individual and family health insurance plans tailored to personal needs. Our brokers receive quoting tools, enrollment support, and access to ACA-compliant products. Services include year-round client assistance and discounted technology platforms like HealthSherpa.
Employee Benefits
We offer customized employee benefits solutions for businesses of all sizes. Our team assists with quoting, plan design, and compliance. Brokers gain access to FormFire, EB3 Benefit Booklet Builder, and specialized training for group dental and life insurance.
ICHRA
Our ICHRA program provides employers with flexible health benefits solutions. We offer consultations, plan design, and ongoing support for reimbursing employees' individual insurance premiums. Brokers receive specialized training through our All About ICHRA webinar series.
Licensing and Commissions
We streamline licensing processes for group, individual, and ancillary lines. Brokers receive 24/7 access to commission statements, AOR letter processing, and business transfer assistance. Our specialists ensure timely compensation from 50+ carrier partners.
Agency Services Program
Our ASP offers succession planning and client referral services for brokers. We provide multi-state licensed representatives for quoting, enrollment, and client care. Services include retirement transition planning and year-round support for individual and group policies.
People
Annie Carroll
Co-Owner
Annie Carroll co-leads Cornerstone Broker Insurance Services Agency Broker Insurance Services Agency with a focus on broker partnerships. With decades of industry experience, she ensures brokers receive tailored support and access to cutting-edge resources.
Ryan Carroll
Co-Owner
Ryan Carroll drives Cornerstone Broker Insurance Services Agency Broker Insurance Services Agency's strategic growth as co-owner. He works closely with carriers and brokers to expand service offerings while maintaining the company's commitment to personalized support.
Bill Mauch
Chief Financial Officer
Bill Mauch oversees financial operations with a focus on broker compensation accuracy. He ensures efficient processing of bi-weekly commissions and carrier payments across 50+ states.
Natalie Maier
Director, Human Resources
Natalie Maier leads HR initiatives that maintain Cornerstone Broker Insurance Services Agency Broker Insurance Services Agency's Top Workplace culture. With 8+ years of service, she develops programs that support the company's 150+ licensed professionals.
Shelly Brownell
Senior Director, Employee Benefits
Shelly Brownell specializes in group benefits solutions with 20+ years of experience. She provides expert guidance on plan design and carrier coordination for employer groups.
Questions
What health insurance products does Cornerstone Broker Insurance Services Agency Broker Insurance Services Agency offer?
We offer individual/family plans, employee benefits, ICHRA solutions, and ancillary insurance products through 50+ carrier partners.
How does Cornerstone Broker Insurance Services Agency Broker Insurance Services Agency support insurance brokers?
We provide licensing assistance, commission management, quoting tools, CE webinars, and 24/7 broker support services.
What is Cornerstone Broker Insurance Services Agency Broker Insurance Services Agency's ICHRA program?
Our ICHRA program helps employers reimburse employees for individual health insurance premiums with tax-free funds.
How can brokers access commission statements?
Brokers access commission statements 24/7 through the AGB Broker Briefcase portal with Excel-ready reports.
What training resources are available?
We offer weekly webinars, CE courses, and specialized training on products like Allstate's 2026 Open Enrollment programs.
Do you have succession planning services?
Yes, our Agency Services Program includes succession planning to protect your business legacy and client relationships.
