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Mark Flippen

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Most financial institutions have one of five + problems - with their insurance programs. They don’t have the “best” broker teams, because they’re NOT spending enough $$$ to get adequate attention. They have the B-Team at the “best” broker, because they’re not located in a major market. They’ve had a bad experience or bad service from the “best,” team. Their coverage is terrible, because even the best brokers aren’t that good at negotiating market leading terms & conditions. They aren’t prepared for a CLAIM. Maybe you’re just an institution that doesn’t want to be one of many fish in the big pond. We get it. We worked most of our careers at these mega broker machines / institutions. We built multi million dollar businesses for Marsh and JLT. Most recently we founded and grew NFP’s financial institution group into a top ten global team and Top 100 US agency with over $17 million in ARR, at industry leading margins. Sure the mega brokers have great people and strong resources. Yet more often than not, their execution leaves more to be desired. That’s why we created LION Specialty. We wanted to bring a platform to the institutions that weren’t feeling the love from the larger specialist brokerage teams. For nearly a quarter of a century we’ve been fortunate to have worked with some of the largest financial institutions in the world. Over 75,000 + hours fine-tuning our service process. It’s a process that makes every client feel like they’re our only client. Our clients benefit from some of the best trading relationships in the market. We understands your business like an expert. What risks to trade into the global insurance markets in the US, London and in Bermuda. We annually stress test your program to ensure: - you have access to the best coverage - you’re trading with the best counterparties - your program is structured correctly - And optimally priced Our clients have access to tools that help them make solid decisions. What to buy. How much to buy. And what should it cost. We do this through peer data, advanced analytics and years of experience. Our clients don’t have to think about their insurance. We do all of this for them. It’s service at the highest level. Every detail is obsessed over. We are consistently trying to improve our selves and our process. If you like high performance cultures, you’ll like ours. If you like teams that are training and inspiring the next generation, you’ll like ours. If you’re interested in how we can help your institution, we would love to chat.

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