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Tools & Resources

As your expert back office, LISI has curated and created valuable tools and resources to make you the most effective adviser to your clients.

Forms & Documents
Download and share carrier enrollment materials, product information and forms. Accessible to you any time, any where for all your needs.
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Master Carrier Guide (MCG)
Easily customize your own grab n' go reference sheets! This online and mobile-friendly tool has been exclusively designed to help you quickly navigate carrier guidelines for any line of coverage.
LEARN MORE

Broker Tools & Resources

From quoting to enrollment, we have you covered with helpful tools and resources designed to support your business needs.

Compliance
Solutions that help you and your client understand and maintain HR and ACA Compliance.
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Sales Solution Center
Get straight line processes, downloadable content, and access to resources that will help you make enrollments easy.
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Online Enrollment
We'll help you comfortably manage enrollment using innovative technology combined with the knowledgeable support LISI brokers can rely on.
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New Business Cutoffs
Don't miss a deadline! Check back often as carriers may make extensions.
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Check Case Status & Send Secure Files
Save time and get your case status from any where at any time. LISI makes it easy and simple.
Learn More
LISI Broker360 Portal
Access the HR360 Portal for guidance on employee benefits, health care Reform and tools.
Learn More
Additional Resources
Discover additional programs and solutions available to you as an LISI Broker.
CoPower
ACA Compliance Solutions
PrimePay - Compliance & TPA
GeoBlue Travel Medical
WebCE
PointCare
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Customer Care

866.570.5474

tel: +18665705474
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Find My Rep

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Send Us Your RFP

Contact Quoting

mailto:quotes@lisibroker.com
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Bay Area
1600 W. Hillsdale Blvd, Suite 201
San Mateo, CA 94402
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Los Angeles
21800 Oxnard Street, Suite 650
Woodland Hills, CA 91367
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Sacramento
3100 Zinfandel Drive, Suite 325
Rancho Cordova, CA 95670
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Orange County
2677 N. Main Street, Suite 800
Santa Ana, CA 92705
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Fresno
7108 N Fresno, Suite 300
Fresno, CA 93720
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San Diego
13500 Evening Creek Drive, Suite 650
San Diego, CA 92128
By appointment only.

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