Kathleen Platz

Broker Sales Rep at Lisi

Kathleen Platz's Professional Contact Details

Email (Verified)

****@lisibroker.com

Get Email Address

(650) 348-4131

Location

California, US

Company

Lisi

Person Seniority

entry

Person Functions

sales

Kathleen Platz's Current Company Details

Lisi

San Mateo, California, US • 146 Employees

insurance

As advocates for the brokerage community, LISI offers extensive training, exceptional service, expert knowledge, and valuable tools to give insurance brokers a competitive advantage. A dedicated LISI team is always ready to assist you with quoting, underwriting, enrollment and more! We help free your time so you can grow your business. Our services are always completely free to brokers.Â LISI Provides: - 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 dedicated Supplies contact providing you with up-to-date carrier enrollment materials. LISI Services: - Online access to the latest carrier forms, news and underwriting guidelines. - Customized Online Quoting 24/7/365. - Dedicated 51+ Group Team. - Broker Marketing Services. - Multilingual Assistance. - Health Care Options Matrix.â„¢ - Legislative updates: Health Care Reform and the Patient Protection and Affordable Care Act (PPACA). 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: San Mateo, Sacramento, Fresno, Los Angeles, Orange and San Diego.

Founded Year

1977

Organization Website

lisibroker.com

Organization Languages

English

Organization Revenue

75000

Alexa Ranking

990808

Current Technologies

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