Company intelligence
LION Specialty
Institutional-grade insurance brokerage for underserved financial institutions.
About LION Specialty
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.
Verified activity
Signals from LION Specialty
4 published signals
Legal & Regulatory
LION Specialty negotiated a carve-back to the underwriting exclusion to narrow it and add a carve-back for claims handling and adjusting activities.
Reported by Natasha I. Kiemnec, ARM
Legal & Regulatory
LION Specialty expanded the definition of “Loss” in its E&O coverage to include punitive, exemplary, and multiplied portions of multiple damages where insurable by law.
Reported by Natasha I. Kiemnec, ARM
Customers & Market
LION Specialty is asking underwriters to identify what brokers wish put in the file and almost none do, focusing on fair timelines, honest risk reads, and no yankee games.
Reported by Mark Flippen
Legal & Regulatory
LION Specialty noted that a recent Seventh Circuit decision involving Aon arose from a failed reinsurance program and allegations that claims were not properly reported to insurers.
Reported by Natasha I. Kiemnec, ARM