Accessibility Statement

The Company

Helping lenders save time, money and collateral since 1954.

Who We Are

Lee & Mason Financial Services was founded in 1954 by John Ryan and is now owned and operated by his son, C. Gregg Ryan, President. Our company is recognized as one of the pioneers in the Vendor's Single Interest (VSI) line of insurance and we were the first to offer GAP Coverage to auto lenders..

Meet the Team

What We Do

Lee & Mason's programs are designed to minimize the time, effort and expense of monitoring borrower insurance while protecting lenders from uninsured exposure within their collateralized loan portfolios.

Our key consumer products include Blanket Lender's Single Interest (LSI/VSI), GAP coverage, and tracked lender-placed solutions. For residential and commercial lending, we offer online reporting for lender-placed Hazard and Flood coverage, outsourced insurance tracking services, blanket mortgage hazard and impairment insurance or forceclosed property solutions. We are also a leading Managing General Agency (MGA) to provide Insurance Agents Errors & Omissions coverage to agencies nationwide.

Lee & Mason has always operated as a full-service program administrator. We handle underwriting, quoting and binding, policy issuance, premium collection, and most importantly complete claims processing and reporting. Systems technology and data security are key factors in the risk management services we provide to our clients.

Who We Represent

Licensed in All 50 States

We work with the leading collateral protection insurance carriers to offer both admitted and non-admitted solutions. In addition to these 'A' rated carriers, Lee & Mason Financial Services is recognized as a Coverholder at Lloyd's.

Currently, we insure thousands of financial institutions, investors and agencies throughout the United States. Our geographic reach has expanded in recent years to include offices in New York, Connecticut, Kentucky, Ohio and Virginia.

The Lee & Mason Difference

With over 75 years of combined underwriting experience, Lee & Mason has the expertise to offer coverage customized to the individual needs of each insured. Our experienced and talented management team is backed by many dedicated and capable staff members — all standing ready to deliver the highest level of risk management services. Learn more about our leading insurance coverage options and standout services below! 

Learn More

Lee & Mason’s Acquisition History

J.T. Miller Company, Inc.

December 30, 2021
Acquired a family-owned agency that strengthened Lee & Mason's footprint in the Upper Midwest. Added several valuable colleagues and product offerings including property valuations and Flood determinations.

Specialized Business Software, Inc.
& Docunym, Inc.

May 12, 2018
Acquired an industry-leading technology and software development company with decades of collateral protection experience. Helped Lee & Mason create and launch Intrex, our proprietary client platform.

Eclipse Insurance Management Services, LLC
& Southwest Financial Services, Ltd.

September 1, 2015
Completed asset purchase, acquiring a book of business primarily focused on blanket lender's single interest and blanket mortgage hazard coverages.

Matterhorn Financial Services, Inc.

April 1, 2012
Purchased the collateral protection division of BancInsure, Inc., bringing stability to a large network of agents and clients. Also added a dedicated surplus lines team and cemented Lee & Mason's status as Coverholder at Lloyd's of London.

MGA Group, Inc.

December 15, 2011
Expanded our outsourced mortgage tracking capabilities by acquiring an industry-leading provider. Instilled leadership for a growing division, establishing tracking as a core competency within Lee & Mason.

Roby-Morris, Inc.
dba Creditors Insurance Service, Inc.

November 1, 2007
Integrated a regional collateral protection insurance agency with clients based largely in Kentucky and Indiana. Improved their customer experience with upgraded technology and carrier solutions.

Professional Services Group, Inc.

October 27, 2006
Purchased a collateral protection insurance agency with clients throughout New York, establishing long-lasting direct relationships with banks and credit unions. Leadership remained with Lee & Mason until retirement.

J.A.H. Insurance Services, Inc.

April 1, 2005
Acquired a regional collateral protection insurance agency with clients across the Southeast. Provided access to multiple carriers, product lines, and improved client platforms. Principal remained with Lee & Mason for 19 years until retirement.

MultiGard Insurnace Services, Inc.

November 1, 1999
Created a footprint outside of New York and Mid-Atlantic territories with the puchase of Wells Fargo/Acordia's financial institution focused division. Led by management that is still in place, this addition spearheaded Lee & Mason's entry into the real estate insurance market.

First Service Group, Inc.

January 30, 1998
Lee & Mason's first key acquisition was a New York-based agency focused on credit-based solutions for lenders. The principal remains with the company in a senior advisory role after two decades of leadership.