PHILIP LEBHERZ

Chairman

Phil Lebherz has been working in the field of health insurance benefits for over 30 years. He founded LISI in 1977 with a staff of five in a small office in San Mateo, California. Today, LISI serves thousands of brokers from six fully-staffed offices statewide. As Chairman, Phil is charged with working on the bigger picture for LISI. His leadership in finance, acquisition and negotiations has developed LISI into one of California’s leading agencies. Phil is known in the industry for being a passionate broker advocate and committed to reframing the issues affecting the brokerage community. In 2004, he founded the Foundation for Health Coverage Education (FHCE), a non-profit organization with the mission to simplify public and private health insurance eligibility information in order to help more people access coverage. Under the former Advisory Board of Leonard Schaeffer, Carly Fiorina, Congressman Tom McClintock, Alain Enthoven, and David Helwig, Phil and the FHCE assisted more than 5 million Americans with navigating the complex United States health coverage system. In 2012, Phil founded PointCare, a patient advocacy company dedicated to helping health systems educate self-pay patients about their eligibility for health coverage at point-of-care. PointCare’s mission is to strengthen the dignity of self-pay patients through the effective, empathetic, and compassionate communication of health coverage options from the hospital, clinic, or doctor’s office to the patient.nnKnown for his expertise and innovative thinking, Phil’s sound advice has helped a great number of consumers, brokers, and companies achieve success and financial security. His input on the health care debate, the uninsured, and group health trends are featured regularly in numerous health care publications and media, including the Wall Street Journal, ABC News, Washington Post, and CNN. Phil and his wife have been married for 35 years and reside in the Bay Area.

BECKY PATEL

Chief Executive Officer

Becky Patel has worked in every area of the LISI business since joining LISI in 1985. After becoming Vice President of LISI in 1994, Becky was promoted to President of LISI in September of 2004 and then advanced to Chief Executive Officer January of 2010. Becky has helped create and fine-tune each department at LISI from customer service, underwriting and sales, to HR and IT. Without question, she is attributed with building and managing the amazing LISI team, developing invaluable relationships with carriers, and creating sales models, products and services beyond the industry standard. Becky’s three decades of service at LISI have made her a key figure in not only making LISI what it is today, but also shaping the General Agency market in California.nnIn addition to her accomplishments at LISI, Becky developed LISI’s affiliate, CoPower, Inc. (formerly the California Employers’ Benefits Alliance). Known for her acute business savvy and motivating management style, Becky considers the needs of the broker her top priority. Her talented, service-oriented team is testimony to this strong commitment. Becky will continue to guide the development of new solutions for brokers, ranging from unique products and services, special events and educational opportunities, to customized sales support and more. Becky and her husband Peter live on the peninsula with their two boys. You can usually find Becky at a local sporting event, cheering her boys through many of their activities.