Colleague Referral Initiative

The CHART (CoverHolders And Risk Takers) Exchange is a Lloyd’s-centric organization with one primary goal: to grow the U.S./London marketplace through the surfacing and pursuit of new business opportunities.

CHART’s goal is to have a minimum of 400 attendees (250 agency, 75 Risk Taker, and 75 Vendor representatives) at the October 3-5, 2016 event in Baltimore.  We are looking  to support the organization’s efforts to maximize attendance. 

Every employee who successfully refers a meeting attendee will receive a CHART “Deputy” badge.  Wear it proudly at the next event to reflect your contribution in making the meeting a success for all participants.

Below is a communication you can email to current and potential clients to invite them to the October event.

To send an email to your colleague about CHART:

Enter your name:

Enter your email address:
Enter your client's email address:

Our firm as recently had the opportunity to become involved with a new organization called The CHART (CoverHolders And Risk Takers) Exchange. CHART was established for the express purpose of expanding the U.S./London marketplace through the identification and pursuit of new business opportunities.  The group has taken an innovative approach to achieving that objective: to create a forum within which Syndicates and existing Coverholders can personally interact with domestic insurance agencies.  This sort of environment facilitates the free exchange of ideas about new coverage offerings, under-served market niches, and other potential program opportunities.

We believe your company could benefit from becoming a part of this dynamic organization.  Click on each of the links below to learn more about CHART:

  1. Rough Notes Article.  The March 2015 edition of Rough Notes Magazine provides an excellent overview of CHART.
  2. The CHART Exchange Inaugural Annual Meeting Video.  See  how CHART began.  This video provides an overview and testimonials of the meeting in October 2015.   
  3. 2015 Year In Review/2016 Strategic Plan. The CHART plan including milestones, vision, membership, and the year ahead.  
  4. A.M. Best Interview.  This is probably the best encapsulation of what we’re all about. Glenn Clark's interview with A.M. Best.  
  5. CHART Goes To London (CGL) Video.  Listen to how CHART, along with our agencies and vendor partners proved to be catalyst for new business growth within the U.S./London marketplace during the May meeting in London. 
  6. The Second Annual CHART Event.  Mark your calendar for October 3-5, 2016.  Find out what to expect at the CHART meeting in Baltimore. 
  7. CHART Exchange Digital Magazine.  View the CHART e-magazine, which is distributed to over 40,000 domestic insurance agents and 3,500 Lloyd’s Syndicate personnel.  
  8. Agency Member Application.  Are you a current Coverholder…or an Agency wishing to do business with London? Complete this application for membership. 
  9. Risk Taker/Syndicate Partner Application. Complete this form if you are a London Risk Taker. 
  10. Vendor Partner Application.  An application for those firms catering to the needs of those who specialize in the U.S./London marketplace.              

Questions?  Feel free to contact CHART directly at We look forward to seeing you in Baltimore!