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Large Group

LISI Large Group

Expanded large group support services!

Your LISI Sales Support Team, including our 101+ Group Proposal Specialists are committed to assisting you from prospecting strategies to enrollment. 

 

Ask us about:

Online Enrollment
Platform Services

 

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Payroll
Integration

 

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Compliance
Services

 

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Since we started focusing on large group in 2001, we’ve been saving our brokers all the grunt work associated with large group sales and renewals. In the process, we’ve saved them an average of 10 hours per case.

Like some of your peers, you may never have considered using a General Agency for your 101+ group cases. However, the proof that our 101+ group system works lies in our incredible growth in this area as more and more brokers discover how much time and effort we can save them. Let us show you what you’ve been missing. Contact us to meet the 101+ Group Quote Specialist in your local office.

 Customized Spreadsheets

Customized spreadsheets with complete rates and benefits information for multiple 101+ group carriers at one time.

 Quoting & Underwriting Service

Front-end quoting and underwriting service from your dedicated 101+ Group Quote Specialist.

  Group Sales Strategies

Assistance with developing effective 101+ group sales strategies from your Regional Sales Manager.

 

 Bilingual Enrollment

Bilingual enrollment assistance when carriers don’t offer it in your area.

 Marketing Support

Marketing, enrollment, and presentation support.

 Product Portfolio

We have relationships with and quote every major carrier, even those we don’t represent.

 

Ready to Quote?

We can help you simplify the process and make sure you capture all information needed for an accurate quote. Use our Large Group RFP template to get started.

Large Group RFP

When you're ready, send your request to our Large Group Specialists!

Helpful Hints

  • Six Steps to Accurate Large Group Quotes
  • Top Ten Things to Ask Your New Leads
  • Overview Presentation
  • Process and Timelines Overview
  • Underwriting Guidelines: Medical
  • Underwriting Guidelines: Dental
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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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