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

For over three decades, Becky Patel’s leadership has been key to making LISI what it is today and shaping the General Agency market in California. As Chief Executive Officer, she has been instrumental in every facet of the LISI business. Becky joined the company in 1985 right out of college. She started out as a receptionist, and within three months, was licensed and selling insurance. After becoming Vice President of LISI in 1994, Becky was promoted to President in September of 2004 and then Chief Executive Officer in 2010. Known for her business savvy, she has led the charge in developing strong relationships with carriers, and setting industry standards with sales models, products and services. Becky developed LISI’s affiliate, CoPower, Inc. (formerly the California Employers’ Benefits Alliance).

Her guiding principle is a commitment to integrity – doing what’s best for everyone involved. She considers the needs of the broker to be a top priority. She also gains great satisfaction from the work that LISI does in helping employers, members and their dependents become more informed about benefit options so they can make better health care decisions.

Becky has built and managed an amazing LISI team that inspires her every day. She finds great reward in seeing employees break barriers to achieve personal and professional growth.