LISI Revenue and Competitors

LISI is a well-known leader in the California insurance business. Started in 1977, LISI has grown to become one of the premier general agencies in California and has been able to achieve sustained rapid growth while consistently upholding top-notch service and products. Its success can be attributed, in large part, to the LISI team of intelligent and friendly people who share a passion for leadership and service. Founded by president and CEO Philip Lebherz, LISI began with only five employees in a small office in San Mateo, California. Together with Vice President, Becky Patel, the two developed a solid foundation of insurance sales, knowledge and techniques. One of many valuable lessons they learned was the importance of good clean underwriting. The methodical training of their underwriters became proof and point that the ability to scrub contracts and get quick approval in an industry that was evolving from medically-based criteria to eligibility-based criteria was of critical importance to brokers and their commissions. In 1987 LISI was awarded a valuable opportunity with Blue Cross Health Insurance and the company resolved to make a marked difference in the insurance wholesale marketplace. LISI's in-depth knowledge and direct broker sales experience helped the Company strategically expand LISI into a trusted broker advocate and a reliable back-office for insurance brokers.