Founded in 1977, LISI is one of the largest General Agencies in California. We provide local expertise to more than 5,000 brokers from six offices throughout California, including: San Mateo, Sacramento, Fresno, Los Angeles, Orange and San Diego.
As advocates for the brokerage community, we offer extensive training, exceptional service, expert knowledge, and valuable tools to give insurance brokers a competitive advantage.
LISI BROKERS GET:
• Experienced Regional Sales Managers with local market expertise.
• Dedicated Broker Sales Representatives and Underwriters that provide personalized assistance.
• Large Group Proposal Coordinators focused on all the front-end services.
• Small Group Proposal Coordinators dedicated to quick turnaround on quote requests.
• A designated Supplies contact providing you with up-to-date carrier enrollment materials.
A dedicated LISI team is always ready to assist you, your staff and your clients, with quoting, underwriting, enrollment and more! We do all the work so you can grow your business. Best part is, our services are always FREE to brokers and have zero effect on your commissions.
• Online access to carrier forms, news, and underwriting guidelines.
• Customized online quoting 24/7.
• Dedicated 51+ group team.
• Quoting, proposals, and underwriting.
• Broker marketing and sales strategy services.
• Enrollment assistance (Bilingual).
• Carrier updates and resources.
• Health Care Options Matrix.™
• Health Care Reform updates and forecasts.
• Continuing education and training.