At Lockton Affinity, our specialty is affinity groups. Groups like yours call on us to create all-encompassing, innovative insurance solutions that are exclusive to their individual groups and members. We excel at custom-tailoring insurance plans that provide the best protection and rates for your members, while helping you create a benefit for membership recruitment.

PRODUCT

Affinity Schemes

Customized Insurance for Franchises, Associations, Sports, Trade groups, Non-profits and Professional Organizations

At Lockton Affinity, our specialty is affinity groups. Groups like yours call on us to create all-encompassing, innovative insurance solutions that are exclusive to their individual groups and members. We excel at custom-tailoring insurance plans that provide the best protection and rates for your members, while helping you create a benefit for membership recruitment.

We serve a wide array of industries ranging from small business, financial institutions, transportation and franchise businesses to fraternal organizations and common-cause groups. Our dedicated team of Associates delivers the client-focused service you're looking for. Peerless in approach, advice, innovation and impact, we’re confident our service will resonate with your goals.

We recognize the variety of ways you create value for your members and a customized insurance program is an excellent way to build on that offering. We also understand that each group is unique and deserves individualized thinking and attention, so we’ve become experts at custom tailoring, implementing and managing insurance solutions for groups of all shapes and sizes.

Our Clients

Lockton works with a wide array of clients in the Affinity Schemes area, including (but not limited to):

  • Franchise Systems

  • Non-profit Organizations

  • Financial Associations

  • Legal Associations

  • Healthcare Associations

  • Fitness & Wellness Groups

  • Automotive Businesses

  • Small Business Organizations

  • Additional Groups & Industries

We're here to help

We bring creative thinking and an entrepreneurial spirit to the insurance business and are uniquely positioned to help you succeed.

Talk to our team

Latest News & Insights

CDP Group and Lockton today announced a strategic partnership in Shanghai, combining CDP’s human capital management expertise with Lockton’s global insurance brokerage capabilities to strengthen cross border employee benefits, compliance and workforce risk management. The partnership aims to jointly develop best practices in global core talent benefits and help organizations build resilient, people centric structures in increasingly complex international environments.CDP Group and Lockton Form Strategic Partnership to Strengthen Global Employee Benefits Governance

Livy Dai Joins Lockton as CEO, China

Lockton Appoints Livy Dai as CEO of Lockton China to Drive Strategic Growth
SHANGHAI [9 March 2026] – Lockton, the world’s largest independent insurance brokerage, is proud to announce the appointment of Livy Dai as the new CEO of Lockton China. Based in Shanghai, Livy will report directly to Alex Yip, CEO of Lockton Greater China, as part of a strategic initiative to scale operations in one of the world's most dynamic economies.

With nearly 30 years of risk management and insurance brokerage experience, Livy joins Lockton following a distinguished career at Aon, where he was instrumental in establishing their presence in China. His expertise in developing long-term business strategies and his "client-first" leadership style will be pivotal in unlocking new growth potential for Lockton’s partners and communities.

Key Highlights of Livy Dai’s Leadership:

Decades of Expertise: 29 years of industry experience, including pivotal roles at Aon-COFCO.

Proven Track Record: Successfully launched and managed multiple branch offices across China.

Strategic Vision: Specialized in helping Chinese businesses expand internationally with tailored risk management solutions.

Industry Recognition: Named a Shanghai Leading Financial Talent in 2021.

"Livy’s appointment reinforces Lockton’s commitment to attracting top-tier talent," said Alex Yip, CEO of Lockton Greater China. "Together, we will leverage our unique Greater China advantage to deliver superior outcomes for our clients and associates."

This leadership transition marks a significant milestone in Lockton’s expansion across Asia, ensuring the firm remains at the forefront of innovation and client service in the global insurance market.Lockton Appoints Livy Dai as CEO of Lockton China to Drive Strategic Growth
SHANGHAI [9 March 2026] – Lockton, the world’s largest independent insurance brokerage, is proud to announce the appointment of Livy Dai as the new CEO of Lockton China. Based in Shanghai, Livy will report directly to Alex Yip, CEO of Lockton Greater China, as part of a strategic initiative to scale operations in one of the world's most dynamic economies.

With nearly 30 years of risk management and insurance brokerage experience, Livy joins Lockton following a distinguished career at Aon, where he was instrumental in establishing their presence in China. His expertise in developing long-term business strategies and his "client-first" leadership style will be pivotal in unlocking new growth potential for Lockton’s partners and communities.

Key Highlights of Livy Dai’s Leadership:

Decades of Expertise: 29 years of industry experience, including pivotal roles at Aon-COFCO.

Proven Track Record: Successfully launched and managed multiple branch offices across China.

Strategic Vision: Specialized in helping Chinese businesses expand internationally with tailored risk management solutions.

Industry Recognition: Named a Shanghai Leading Financial Talent in 2021.

"Livy’s appointment reinforces Lockton’s commitment to attracting top-tier talent," said Alex Yip, CEO of Lockton Greater China. "Together, we will leverage our unique Greater China advantage to deliver superior outcomes for our clients and associates."

This leadership transition marks a significant milestone in Lockton’s expansion across Asia, ensuring the firm remains at the forefront of innovation and client service in the global insurance market.

Critical minerals: managing risk amid the rush

The ever-growing role of critical minerals within the global economy is increasing government demand for secure, reliable, and sustainable supply. As a result, critical minerals policy is now a decisive factor in determining which mining, metals, and minerals projects get financed and permitted, and the basis and terms on which they are insured.

Engaging intelligently within the framework of governmental and other strategies can create strategic advantage and help access state support – but only if the inherent risks are understood and mitigated against.The ever-growing role of critical minerals within the global economy is increasing government demand for secure, reliable, and sustainable supply. As a result, critical minerals policy is now a decisive factor in determining which mining, metals, and minerals projects get financed and permitted, and the basis and terms on which they are insured.

Engaging intelligently within the framework of governmental and other strategies can create strategic advantage and help access state support – but only if the inherent risks are understood and mitigated against.

Lockton announces 2026 Global Benefits Forum series

Lockton People Solutions is excited to announce details of its 2026 Global Benefits Forum, an annual event series bringing together HR leaders from around the world to explore the forces reshaping employee benefits and workforce strategies for multinational employers. Lockton People Solutions is excited to announce details of its 2026 Global Benefits Forum, an annual event series bringing together HR leaders from around the world to explore the forces reshaping employee benefits and workforce strategies for multinational employers.
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