A White Glove Insurance Experience For Select Financial Institutions

Over Three Decades
and 85,000 hours we've helped financial institutions navigate the global insurance markets

01
90% of financial institutions aren't located in major financial hubs, limiting their access to top-tier retail brokers.
90%
02
2/3 of financial institutions lack credible peer data, loss modeling, or analytics tools to help with their insurance purchase decisions.
66%
03
Only 5% of financial institutions are up to date on current analytics, including pricing, carrier capacity, and claims trends affecting the market.
5%
04
100% of the insurance programs we review for financial institutions have more than 8 major coverage gaps.
100%

The LION Speciality Experience

A collective 40+ years of experience – your account is serviced by a veteran high performance team that executes

40+
years of experience
Market leading client support tools are deployed – your decisions are always backed by credible peer data and advanced analytics.
LION's strong relationships and exclusive solutions in the US, Bermuda and London – you get the best deals possible, and your claims are paid efficiently.
Every detail is obsessed over – you won't need to stress about your insurance, we stress for you.

Leading the way in coverage innovation

Our mission is simple. We want you to feel like our only client

Every detail is obsessed over - you won't need to stress about your insurance, we stress for you

Our proven process solves your main day-day insurance problems, prepares you for claims, and makes your purchase easy

01

LION Service Proposition

Market leading client support tools are deployed – your decisions are always backed by credible peer data and advanced analytics.
02

Data & Analytics

Leading client tools include peer benchmarking, loss modeling, carrier performance, coverage heat mapping.
03

Day to Day Service

We obsess over every detail, so you feel like our only client.
04

Technical Expertise

We are coverage experts, industry specialists & coverage gurus ensuring the best fit and performance during claims for all lines.
05

Claims advocacy

Fair carriers, coverage fit for purpose & ready to respond

Join the LION pride

Instant Access To Our D&O Blueprint


They trusted us for innovative coverage solutions and policies that are fit for purpose and perform during claims

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"Over the course of about two years, I got to know Flip and Natasha well. They made the transition from our prior broker seamless, and I quickly came to realize they had all the bases more than covered, which allowed me to focus on other pressing matters. They are true professionals in every aspect and bring a wealth of experience and market relationships to bear."
Marc Havens
Former COO of Reinsurance Tiger Risk Partners
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As the risk manager of a company with an extremely diverse portfolio companies, finding an insurance broker that understood the nuances of our industry, could navigate a complicated claims history, and was savvy enough to arbitrage the market offerings to achieve the best results for us, wasn't particularly easy. Many brokers miss the mark on delivering custom solutions while also delivering top tier service such as fluid communication, accuracy of work product, and timeliness of documents, but I was able to count on Mark and Natasha to do all of the above.
Anne Chervony
Risk Manager for Bluegreen Vacation Holdings
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Tash and Flip became an extension of our team – we learned we could rely on them for quick responses and thorough options, which is key for diligence deals. They have always been able to provide us with the resources that our team needs, from analytics to specialized talent. Their commitment to the space is clear, and their service sets them apart.
Brad Holtmeier
Partner Critical Point Capital
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Natasha and Mark have always exceeded our expectations, providing unique expertise and a proactive service model that has greatly benefited our company. Their dedication to making us feel like their only client is a testament to their
exceptional client service proposition.
Laurie Zdanis
CEO of Michigan Commercial Insurance Mutual (MCIM)

Meet the team

With a track record of building successful practices and maintaining global relationships, our founders bring top-tier service and expertise to the table

Mark W. Flippen

Hi, I’m Mark Flippen, and I specialize in helping financial institutions and private equity firms navigate the global insurance markets to maximize their coverage and protect their assets. With more than 22 years of experience in risk trading and business building at major global brokers, I bring a wealth of knowledge and expertise to my clients.
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Natasha I. Kiemnec

I help financial institutions and private equity firms optimize their insurance programs. We leverage long-standing underwriting relationships, utilize a suite of client support tools, and apply a process-oriented service model which enables us to service clients better than other brokers. I have spent 50,490 hours specializing in this industry; starting with the technical side of brokering to gain a deep knowledge of contract response to claims. I have traded in the global markets (US, Bermuda, and London) and focus on all corporate and property / casualty related lines.
Fun Facts: Pilates Instructor, Avid Traveler - 75 countries hit, and Scuba Diver
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Ready to transform your insurance strategy?

If you’re seeking a detail-oriented, creative-thinking, deeply specialized broker within the insurance industry who provides world class service, we would love to connect. Let’s chat about how our experience and expertise can help you achieve your goals.
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5 Day Free Course

Want to protect your personal assets from liability?

We distilled 32+ years of expertise into 1 free five part email course to help you:
  • Avoid financial ruin from personal liability
  • Spot the 5 fatal D&O policy mistakes
  • Identify overlooked contract dangers
  • Shut coverage gaps
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