General Info

Headquartered in San Mateo, Calif., LISI provides small- and large-group brokers a range of support services and solutions. Established in 1977, it acts as a consultant, expeditor and enrollment partner, as well as maintains a research and development unit. The company offers spreadsheet quoting, marketing assistance, enrollment, underwriting, carrier updates and resources, and continuing education and training services. It also maintains a team of regional sales managers, broker sales representatives and underwriting staff. The company s clients include American Specialty Health Plans of California, Anthem Blue Cross, CoPower Financial, Fort Dearborn Life Insurance Company, Golden West Dental & Vision and Principal Life Insurance Company. LISI maintains locations in San Diego, Sherman Oaks, Rancho Cordova, Santa Ana and Fresno, Calif.