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Find My Rep

Your LISI Regional Sales Manager will reduce your workload, enhance your client services, and help you gain new business. Along with your dedicated Rep, you get a team of ACA-certified sales and underwriting experts who are committed to your success — that’s the value of our partnership.

Regional Teams
Bay Area
Los Angeles
Sacramento
Orange County
Fresno
San Diego
Featured LISI Sales Rep 

Your Dedicated LISI Sales Support Team

Aimee Castillo
Orange County Inside Sales Manager

Aimee Castillo

Interests / Hobbies
Travel
Hiking
Family Time
Sailing

As your dedicated LISI Inside Sales Representative for Orange County, I bring over 14 years of insurance sales experience. Most recently, I served as an Inside Sales Representative with another General Agency in California. Before that, I worked for Ingram Micro as an Inside Sales Representative. I bring passion and dedication to helping brokers succeed, along with a strong commitment to integrity. I am known for being extremely easy to work with and very attentive to the needs of my brokers. You can count on me as your go-to person when it comes to problem-solving and strategic selling in small, mid, and large group medical as well as ancillary sales. I also specialize in helping brokers expand their portfolios with niche products.

SCHEDULE A MEETING with me.

2677 N. Main Street, Suite 800
Santa Ana, CA 92705

Email Aimee Castillo
acastillo@lisibroker.com
714.784.4731

Your Dedicated LISI Sales Support Team

Tyler Shepard
Orange County Regional Sales Manager

Tyler Shepard

Interests / Hobbies
CrossFit
Surfing
Golfing

As Regional Sales Manager, I bring strong industry experience and a positive attitude. I am great at building relationships, partly due to the marketing and customer service experience I have gained with nationally known companies. My motto is that hard work pays off, which is evident in my unwavering dedication to meeting brokers’ needs. I am known for being very frank with brokers because I believe in setting the right expectations. Those who work with me know that I stay on top of things because I am structured, organized, and detail oriented, often answering questions before they’re asked. 

SCHEDULE A MEETING with me.

2677 N. Main Street, Suite 800
Santa Ana, CA 92705

Email Tyler Shepard
tshepard@lisibroker.com
714.651.9446

Your Dedicated LISI Sales Support Team

Brandi Potlongo
Orange County Inside Sales Representative

Brandi Potlongo

Interests / Hobbies
Travel
Enjoying Craft Beer
Watching the Lakers
Beach Day with Family/Friends

As your dedicated Inside Sales Representative, I bring 15 years of consultative sales experience. I came to LISI from another General Agency where I was a Regional Sales Manager. I’ve had great success in my region, increasing broker relationships and sales to $9.6 million in annualized premium. I am excited to partner with you to attain your goals. I understand the importance of a timely email reply, answered phone calls, and being your magic eight ball for all things group medical or ancillary. I respect the investment it takes for you to attain a group, so I will always invest my all to bring it home.

I am always available for a strategy call. I’d love to openly discuss ideas and remain committed to providing the most up-to-date market solutions.
 

2677 N. Main Street, Suite 800
Santa Ana, CA 92705

Email Brandi Potlongo
bpotlongo@lisibroker.com
7147844734

Your Dedicated LISI Sales Support Team

Laurie
Orange County Regional Sales Director

Laurie Wolbart

My career in this industry began in 1978, and included working at Old Northwest Insurance Company. I am extremely knowledgeable in all aspects of health insurance, underwriting, claims, field service, and sales. I am co-President of the IEAHU, Desert Chapter and I have worked in the Inland Empire since 1987. Since joining LISI in 1998, I have remained committed to providing creative solutions, product knowledge, and local market expertise to help my brokers succeed in today’s competitive marketplace.

2677 N. Main Street, Suite 800
Santa Ana, CA 92705

Email Laurie Wolbart
lwolbart@lisibroker.com
760.413.0145

Your Dedicated LISI Sales Support Team

Jeff Hoss
Orange County Regional Sales Director

Jeff Hoss

Interests / Hobbies
Volleyball
Surfing
Golf
Watching my kids playing water polo

I joined LISI in 1997 and I am considered one of their most seasoned professionals. I am ACA certified by NAHU, and I have extensive knowledge of its workings. My in-depth product knowledge and expertise in the small and large group markets gives me the ability to provide brokers with strategies to close the deal.

SCHEDULE A MEETING with me.

2677 N. Main Street, Suite 800
Santa Ana, CA 92705

Email Jeff Hoss
jhoss@lisibroker.com
714.412.7016

Your Dedicated LISI Sales Support Team

Eric
Orange County Regional Sales Manager

Eric Tapia

Interests / Hobbies
Spending time with my kids
Collecting pro athlete autographs

I joined the LISI team in 2011 with expertise in internal and external direct sales, which stems from my five-year tenure at WellPoint as well as being a broker. I also served as a Spanish Market Specialist for Blue Cross and Blue Shield.

Having previously owned a successful insurance business, I know what it takes to service a case from start to finish. Most importantly, I know what it takes to close a sale. I am highly motivated, industrious, and personable, and readily available to share my industry knowledge and provide assistance from sales, to bilingual enrollment, to ensure your success.

SCHEDULE A MEETING with me.

2677 N. Main Street, Suite 800
Santa Ana, CA 92705

Email Eric Tapia
etapia@lisibroker.com
951.237.6662

Your Dedicated LISI Sales Support Team

Tim Flores
Orange County Regional Sales Manager

Tim Flores

Interests / Hobbies
Cooking
Boxing
Working Out

For six years, I’ve been a leading sales rep for some of the industry’s top GA partners. Starting with Large Group, I moved from inside to outside sales. I’m driven to help brokers expand their business while bringing customized benefits to clients. I’m known for my relationship-based service and my eagerness to help brokers with whatever they need. That means always being responsive. Health and coaching have always been part of my career. Before joining the insurance industry, I was a sought-after personal trainer.

SCHEDULE A MEETING with me.

2677 N. Main Street, Suite 800
Santa Ana, CA 92705

Email Tim Flores
tflores@lisibroker.com
714.784.4740

Your Dedicated LISI Sales Support Team

Sabrina Navarro
Orange County Inside Sales Representative

Sabrina Navarro

Interests / Hobbies
Journaling
Cooking
Singing
Deep Sea Fishing

As your Inside Sales Rep for Los Angeles, I bring 18 years of experience in insurance sales, account management, and front-line marketing. I’m dedicated to helping brokers hit new business and retention goals. My specialties include organic sales growth, account management, and client education. I hold broker licenses in Property & Casualty, as well as Life & Health insurance disciplines. You’ll find me to be dedicated, knowledgeable, efficient, and reliable. I am also fun, kind, sincere, and have genuine integrity.

SCHEDULE A MEETING.

2677 N. Main Street, Suite 800
Santa Ana, CA 92705

Email Sabrina Navarro
snavarro@lisibroker.com
714.784.4746

Orange County Solution Team

Regional Sales Managers

Jeff Hoss

Jeff Hoss

Regional Sales Director

714.412.7016
Email
Jeff Hoss
714.412.7016
jhoss@lisibroker.com
Eric

Eric Tapia

Regional Sales Manager

951.237.6662
Email
Eric Tapia
951.237.6662
etapia@lisibroker.com
Laurie

Laurie Wolbart

Regional Sales Director

760.413.0145
Email
Laurie Wolbart
760.413.0145
lwolbart@lisibroker.com
Tyler Shepard

Tyler Shepard

Regional Sales Manager

714.651.9446
Email
Tyler Shepard
714.651.9446
tshepard@lisibroker.com
Aimee Castillo

Aimee Castillo

Inside Sales Manager

714.784.4731
Email
Aimee Castillo
714.784.4731
acastillo@lisibroker.com
Tim Flores

Tim Flores

Regional Sales Manager

714.784.4740
Email
Tim Flores
714.784.4740
tflores@lisibroker.com
Ely Schaffer

Ely Schaffer

Inside Sales Representative

714.784.4745
Email
Ely Schaffer
714.784.4745
eschaffer@lisibroker.com
Sabrina Navarro

Sabrina Navarro

Inside Sales Representative

714.784.4746
Email
Sabrina Navarro
714.784.4746
snavarro@lisibroker.com
Brandi Potlongo

Brandi Potlongo

Inside Sales Representative

7147844734
Email
Brandi Potlongo
7147844734
bpotlongo@lisibroker.com

Regional Sales Representatives

Jessica Carroll

Jessica Carroll

Regional Sales Manager

415.418.9196
Email
Jessica Carroll
415.418.9196
jcarroll@lisibroker.com
Desare

Desaré Kallingal

Regional Sales Director

650.619.5434
Email
Desaré Kallingal
650.619.5434
dkallingal@lisibroker.com
Tia Colzani

Tia Colzani

Regional Sales Manager

650.931.1707
Email
Tia Colzani
650.931.1707
tcolzani@lisibroker.com
Frank

Frank Estrada

Regional Sales Director

818.518.2081
Email
Frank Estrada
818.518.2081
festrada@lisibroker.com
LaMonté

LaMonté Howard

Regional Sales Manager

818.518.2083
Email
LaMonté Howard
818.518.2083
lhoward@lisibroker.com
Chris

Chris Messing

Regional Sales Manager

805.603.9549
Email
Chris Messing
805.603.9549
cmessing@lisibroker.com
Erik

Erik Emmermann

Regional Sales Manager

818.914.8019
Email
Erik Emmermann
818.914.8019
eemmermann@lisibroker.com
Magan

Magan Eubanks

Regional Sales Manager

818.963.0325
Email
Magan Eubanks
818.963.0325
meubanks@lisibroker.com
Angie Caruso

Angie Caruso

Regional Sales Manager

916.669.8335
Email
Angie Caruso
916.669.8335
acaruso@lisibroker.com
Ryan

Ryan Esway

Regional Sales Director

916.505.8224
Email
Ryan Esway
916.505.8224
resway@lisibroker.com
Dylan Ausherman

Dylan Ausherman

Inside Sales Representative

657.291.6777
Email
Dylan Ausherman
657.291.6777
dausherman@lisibroker.com
Jeff Hoss

Jeff Hoss

Regional Sales Director

714.412.7016
Email
Jeff Hoss
714.412.7016
jhoss@lisibroker.com
Aimee Castillo

Aimee Castillo

Inside Sales Manager

714.784.4731
Email
Aimee Castillo
714.784.4731
acastillo@lisibroker.com
Eric

Eric Tapia

Regional Sales Manager

951.237.6662
Email
Eric Tapia
951.237.6662
etapia@lisibroker.com
Laurie

Laurie Wolbart

Regional Sales Director

760.413.0145
Email
Laurie Wolbart
760.413.0145
lwolbart@lisibroker.com
Tim Flores

Tim Flores

Regional Sales Manager

714.784.4740
Email
Tim Flores
714.784.4740
tflores@lisibroker.com
Tyler Shepard

Tyler Shepard

Regional Sales Manager

714.651.9446
Email
Tyler Shepard
714.651.9446
tshepard@lisibroker.com
Ely Schaffer

Ely Schaffer

Inside Sales Representative

714.784.4745
Email
Ely Schaffer
714.784.4745
eschaffer@lisibroker.com
Sabrina Navarro

Sabrina Navarro

Inside Sales Representative

714.784.4746
Email
Sabrina Navarro
714.784.4746
snavarro@lisibroker.com
Brandi Potlongo

Brandi Potlongo

Inside Sales Representative

7147844734
Email
Brandi Potlongo
7147844734
bpotlongo@lisibroker.com
Rosie Sarti

Rosie Sarti

Regional Sales Manager

559.519.3599
Email
Rosie Sarti
559.519.3599
rsarti@lisibroker.com
kacy kunkel

Kacy Kunkel

Regional Sales Manager

619.446.3358
Email
Kacy Kunkel
619.446.3358
kkunkel@lisibroker.com
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Customer Care

866.570.5474

tel: +18665705474
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Find My Rep

Sales Directory

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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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