LION Specialty works with financial institutions that are complex enough to need senior insurance advice, but not always large enough to command the full attention of a mega-broker team. A regional insurer may receive a completed renewal, but still not have a clear answer on whether its limits, retentions, exclusions, and carrier structure fit the business. An MGA may receive broad-looking E&O language, while key delegated authority exposures sit inside definitions, exclusions, or endorsements that have not been tested closely enough. An insurtech may ask about AI, algorithmic decision-making, cyber, crime, and professional liability. The proposed solution often adds exclusions instead of solving for the exposure. That is where LION Specialty focuses. We routinely find 8–12 material coverage issues in programs already reviewed by other brokers. Those issues can affect whether a claim is paid, narrowed, delayed, or denied. Our work is built around: → 150-Day Renewal Orchestration Strategy starts six months before renewal, so the client is not making major decisions under deadline pressure. → Peer Intelligence Benchmarking on limits, retentions, pricing, carrier appetite, and structure. → Manuscript Precision Policy language reviewed and negotiated around how claims actually develop. → Claims Advocacy $250M+ recovered across our careers. The work does not stop when the program binds. We serve regional and mutual insurers, MGAs, insurtechs, and other financial institutions buying D&O, E&O/ICPL, Cyber, Crime, Fiduciary, EPL, and complex P&C programs. Join 2,000+ financial leaders receiving our weekly Boardroom Briefings. Two concise emails focused on claims, coverage language, market behavior, peer benchmarks, and renewal decisions. New subscribers receive our free 5-Day D&O Blueprint. It covers five D&O clauses that often create problems when a claim arrives... Ready to talk? Book a 1:1 call with our team.
| Website | https://www.lionspecialty.com/ |
| Employees | 1 (1 on RocketReach) |
| Founded | 2023 |
| Address | 800 Third Avenue FRNT A, 1488, New York, New York 10022, US |
| Industry | Insurance Agencies and Brokerages |
| Keywords | Alternative Investments, Insurance Solutions, Middle Market Finance, Tailored Insurance, Personal Financial Services, Financial Services Consulting, Risk Management Solutions, Wealth Management Services, Investment Strategies, Financial Planning, Retirement Planning, Estate Planning, Insurance Brokerage, Business Insurance, Commercial Insurance, Financial Technology, Fintech Solutions |
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Mark Flippen is the Chief Executive Officer | Managing Partner and Founder of LION Specialty.
1 people are employed at LION Specialty.
LION Specialty is based in New York, New York.