Lion Specialty

LION Specialty is the specialist brokerage for financial institutions that traditional models leave behind firms not spending tens of millions, not in major hubs, yet demanding the same elite expertise reserved for Fortune 500 clients. What we solve: Middle-market FIs face a systemic problem: generalist brokers assign junior teams, miss critical exposures, and run reactive renewals that leave boards asking, “Are we actually covered?” We routinely find 8-12 material gaps in programs already “reviewed” by competitors - multi-million-dollar exposures that decide claim outcomes. Our approach: We turn insurance from administrative burden into strategic advantage through our Insurance Blue Zone: a high-performance ecosystem of technical mastery, white-glove service, and proactive partnership. → 150-Day Renewal Orchestration - No fire drills. Strategy starts six months out. → Peer Intelligence - Real benchmarking guardrails on limits, retentions, and price. → Manuscript Precision - Custom words that perform when tested by claims. Elite Claims Advocacy - $250M+ recovered across our careers; stewardship doesn’t stop at bind. Proven outcomes Regional insurer: $4.2M coverage secured after initial carrier denial. MGA: Total loss averted via manuscript restructuring. Insurtech: Purpose-built AI/algorithmic risk protection where others proposed exclusions. Who we serve Regional/mutual insurers, MGAs, and insurtechs buying D&O, E&O/ICPL, Cyber, Crime, and complex P&C programs. Join 2,000+ financial leaders getting our weekly Boardroom Briefings. Two concise emails. Zero fluff. Claims-tested frameworks, case studies, peer benchmarks, and wording changes that hold up when it counts. New subscriber bonus: Free 5-Day D&O Blueprint. Fix the five clauses most D&O programs get wrong—before a claim tests them. Each lesson includes: the risk in plain English, the exact clause to check, “better” language to request.