CHART News

 

Fellow Niche Marketers and Program Specialists:

Benjamin Franklin: Scientist, philosopher, Founding Father … and business strategist? Mr. Franklin’s advice about adapting to thrive is especially appropriate in the highly fluid insurance industry.

Since 2015, The CHART Exchange has endeavored to connect U.S. Program Managers with the London marketplace. Our initial strategy was centered on national events and personal introductions. While hundreds of new connections were made and many new deals were consummated, our core team realized that as specialists ourselves, we needed to focus on the relationships with like-minded partners.

As a direct result of the feedback we received, CHART 2.0 adopted a more proactive operating model intended to provide advocacy-level support to U.S.-based agencies seeking to place business within the London market. We now have London Brokerage capabilities to better serve our clients!

Our new entity CHART 2.0 is unique in the industry in that we possess the tools, expertise, connections, and partners to guide our clients from program conception through to execution.

Our partners can help with legal issues, forms development, program submissions, and placement (London/US).

CHART 2.0 services also include the capability to grow your programs via www.chartmarkets.com, CHART MGA, and CHART Magazine. Twenty years as a Coverholder (tribunalized to do business for Lloyd’s of London) and five years of the CHART Exchange have produced the strategies and partnerships to assist our clients to successfully navigate a London strategy to increase your agency’s value. To learn more about CHART 2,0, download our new CHART 2.0 Overview Report.

Regards,

Glenn W. Clark, CPCU

About CHART's History

The CHART (Cover Holders And Risk Takers) Exchange was established in 2015 to serve as a forum through which London markets and U.S.-based insurance agencies can interact for the purpose of identifying and pursuing new business opportunities. The entity became a permanent organization in 2016; members consist of current/prospective Coverholders, London-based Syndicates, and Vendor Partners who provide services for the insurance industry.

Glenn W. Clark
, owner and president of Rockwood Programs, an insurance agency based in Claymont DE. Rockwood serves as the administrator of several nationwide management liability programs. It also maintains a separate E&S brokerage operation and provides marketing services to insurance carriers. In 2015 Mr. Clark became the “Earliest Adopter” of the CHART Exchange.