Jul 11, 2018
LISI is introducing the Broker Portal to help brokers reduce their workflow and easily manage their book-of-business. Powerful features make it seamless for brokers to interact with LISI and do the following:
- Submit new business
- View progress of cases from submission through approval
- Track sales by producer, carrier, and benefit type
- Stay in tune with ever changing carrier promotions
- Request a small group or large group RFP
- Order supplies
- Work with the LISI Sales Team
More features and functions are on the way. Contact your LISI Regional Sales Manager to find out more.