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CHART’s Holiday Gifts To You

year, so it is a relief that the holiday season is here. People are adjusting to the realities of the COVID-19 world by shopping on-line and connecting remotely with family and friends. Festive lights and other decorations are still showing up everywhere. And little children around the world are getting excited for the annual visit from Jolly Old Saint Nick. The CHART 2.0 staff is also getting caught up in the holiday spirit. We have something special for all of the players in the U.S./London marketplace – specialist agencies, Syndicates, and Vendors. Best of all, we’re not even keeping a “Naughty or Nice” list. Here are the presents we offer: Glenn W. Clark, CPCU

The CHART team wishes everyone Happy Holidays and a prosperous New Year. If you are interested in learning more about the diverse array of services we offer, go to http:// chart-exchange. com/ChartMag.pdf and view an online version of our brochure. Also feel free to e-mail us at info@chart-exchange. com with any questions you may have.”

2020 has been one strange

Publisher & Earliest Adopter For specialist agents interested in partnering with London. Many domestic producers are mystified by Lloyd’s. Our gift is one of support. The CHART team has the expertise to turn your new product of program idea into a reality. We can help in the development of marketing plans, business strategies, and other submission materials. Any deficiencies identified during this process can be resolved through our network of vendors. These partners are proficient in a vast array of disciplines, including actuarial, legal, marketing, and claims administration.

Best of all, CHART 2.0 now possesses brokerage capabilities. This means our team will continue to be intimately involved in the entire placement process.

We have one extra present for our agency clients: the gift of distribution. Some start-up programs will not immediately have the licensure, systems, or administrative capabilities in place to distribute their new product offering on a national scale. CHART will address this issue by offering back-office functionality as needed.

For London Syndicates. A number of London markets have developed insurance offerings specifically designed for the U.S. market. Unfortunately, they still face the daunting task of finding the right wholesaler while also maintaining a cap on acquisition costs. To these Syndicates we offer the gift of relief. CHART 2.0 has a turnkey back office with the capacity to handle all aspects of the insurance transaction, including underwriting, premium collection/remittance, marketing, and compliance. Our group is licensed to handle surplus lines business in all fifty states and already possesses delegated underwriting authorities from Lloyd’s.

For Vendors. There are a number of firms who cater specifically to the insurance industry. To this group, we offer the gift of networking. Our clients are in need of your expertise. Let CHART 2.0 be your source of good leads through a reciprocal business partnership. For those interested in fully optimizing their relationship with CHART, consider placing ads and contributing content to our digital magazine. This e-publication has a circulation of over 100,000 retail insurance agents from across the country.

The CHART team wishes everyone Happy Holidays and a prosperous New Year. If you are interested in learning more about the diverse array of services we offer, go to http:// chart-exchange.com/ChartMag.pdf and view an on-line version of our brochure. Also feel free to e-mail us at info@chart-exchange.com with any questions you may have.

Glenn W. Clark , CPCU CHART’S Earliest Adopter

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