Lisa Effert is a client executive with M3 Elevate, a division of M3 Insurance. Specializing in small business, she helps clients understand their risks, protect their assets, and feel confident in their coverage decisions.

Lisa focuses on uncovering client needs and building strategies that balance risk, coverage, and value. Her approach centers on clear education and collaboration, supported by ongoing learning and a strong network of internal and external resources to deliver effective solutions.

Throughout her career, Lisa has earned two top performer awards, a recognition she attributes to her dedication to problem solving and her commitment to client success.

Designations

  • Wisconsin-licensed property & casualty agent

Get to know Lisa

Favorite Smell
Cool spring breeze
My Inner Beast
Black Panther
Never Have I Ever
Gone Skydiving
Favorite Game
Codenames
Motivated By
A challenge
Best New Thing
AI
Hidden Talent
Hidden Talent
Puzzle building