BETA Health Benefits & Technology Summit | LISI Broker

Let's discover and help shape the future of the digital customer experience.

LISI is proud to present BETA, the first health benefits and technology summit dedicated to improving the benefits industry through technology-focused collaboration and forward thinking. Come and network with a community of professionals engaged in the development of broker, carrier, and partner technologies.

Join us for educational talks, tech focus groups, CE credit courses, guest appearances and much more. FREE ADMISSION! PLUS A CHANCE TO WIN TECH PRIZES!

BETA NORTH

August 29
Santa Clara Marriott
2700 Mission College Blvd.
Santa Clara, CA 95054

REGISTER HERE AGENDA NORTH

BETA SOUTH

September 9
Marriott Irvine Spectrum
7905 Irvine Center Drive
Irvine, CA 92618

REGISTER HERE AGENDA SOUTH

Come & Meet our management team from LISI, CoPower, & AmWINS!

Becky Patel

Becky Patel
CEO & President

Kevin Timone

Kevin Timone
Senior VP
of Sales

Ken Doyle

Ken Doyle
Senior VP
of Sales

Jeff Grocky

Jeff Grocky
Director
of Marketing

Mona Mehta

Mona Mehta
Director of Product &
Portfolio Management

Denise Colon

Denise Colón
Director of Carrier &
Sales Relations

Peter Diaz

Peter Diaz
Director of New
Business Development

Cristian Pellegrini

Cristian Pellegrini
Senior Director of
Software Engineering

Dan Frey

Dan Frey
General Manager
at CoPower

Chad Myers

Chad Myers
IT Development Director
at CoPower

Adam Mathis

Adam Mathis
SVP Group Benefits Division
at AmWINS

OUR VALUED EVENT SPONSORS!