Patel Appointed President of San Mateo, Calif.-based LISI

September 28, 2004

San Mateo, Calif.-based LISI, a leading provider of employee benefits broker services, announced the appointment of Becky (Renuka) Patel as President of LISI.

LISI operates six fully staffed offices in California: San Mateo, Sacramento, Fresno, Los Angeles, Orange County and San Diego.

Patel joined LISI in 1985 and has worked in every area of the LISI business before becoming Vice President of LISI in 1994. She helped create and fine-tune each department at LISI from customer service, underwriting and sales, to HR and IT. Patel is attributed with building and managing the LISI team of 150 employees, developing invaluable relationships with carriers, and creating sales models, products and services beyond the industry standard. In addition to her accomplishments at LISI, Patel also developed LISI’s subsidiary, CoPower (formerly the California Employers’ Benefits Alliance). She is known for her acute business savvy and motivating management style.

Patel and CEO Philip Lebherz will continue to work as a team. Patel will become more visible and more accessible to brokers. Lebherz will work on the bigger picture for LISI, the issues that affect the health insurance industry and brokers, and his new Foundation for Health Coverage Education.

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