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THIRD ANNUAL CHART EXCHANGE EVENTMEETING AREA FLOOR PLAN
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Welcome to Baltimore for the Third Annual CHART Exchange Event, being held at the elegant Four Seasons Hotel. Nearly 200 individuals representing a diverse array of business segments – Coverholders, prospective Coverholders, Syndicates, and select Vendor Partners – are expected to attend. We purposely selected a smaller, more intimate venue for this year’s meeting to help guarantee a London-centric business atmosphere.
It hasn’t taken CHART long to demonstrate our value within our unique market space. In the span of a little over two years, Lloyd’s has been presented with 57 different new program op-portunities from our efforts. These proposals represent potential premiums in excess of $173 million. While not all of these opportunities will ultimately launch, it is safe to say that CHART has become a new production pipeline for London.
This year’s meeting theme is helping attendees become CHART Action Heroes for their firms. John Davis will be “kicking off” on Tuesday morning and exhorting us to make the most of our sessions together in Baltimore.
A few simple thoughts to guide our time together:• Ex’ Change: “to give up something of value in order to gain something of greater value”• Early Adopter Bill of Rights. Respect everyone’s time and do not schedule meetings during
the Workshops and panels. We all love our audiences.• Our Theme is New Business. There is no such thing as a bad idea! Engage in free discussions
and foster an atmosphere of creativity and fun!• Equal Status. Every Coverholder, Potential Coverholder, Risk-Taker, and Vendor Partner is
essential to the CHART Exchange. You never know where the new business spark or connection will come from. Leave Baltimore with a minimum of ten new contacts and five new ideas!
What is next for CHART? You tell us! Propose new program/product ideas to the world’s oldest and most widely recognized insurance brand. Participate in workshops and vendor panel forums to learn more about issues affecting our industry. Interact with like-minded entrepreneurs and potential business partners. Take in all the activities over the next several days and then let us know what works…and what doesn’t. Our team will happily accept any constructive criticisms you may have, as all feedback will be used to shape CHART into an organization that addresses the needs of its members.
Thanks to each of our Coverholder, Potential Coverholder, Risk-Taker, and Vendor Partner attendees for being an Early Adopter!
Sincerely yours,
Glenn W. Clark, CPCUCHART Earliest Adopter
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Meeting Area Floor Plan ................................................................................ inside front cover
Welcome from Glenn Clark ...................................................................................................... 3
CHART Magazine .................................................................................................................. 4 -5
Agenda ............................................................................................................................. 10 - 11
Keynote Speaker - John Davis – Author/Speaker/Coach/Action Hero .................................. 12
Vendor Partners ............................................................................................................... 14 - 24
Become an Action Hero – New Products ............................................................................... 28
Ten Steps for Optimizing the Experience of Attending an Insurance Industry Event .................................................................................................. 30 - 31
Attendees by Organization .............................................................................................33 – 41
Attendees by Last Name .................................................................................................. 42 - 46
TABLE OF CONTENTS
CHART Magazine Delivers the Latest Lloyds News to the US Market
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CHART Magazine Delivers the Latest Lloyds News to the US Market
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Our mission is to provide
CONCIERGE-LEVEL SERVICES AND EXPERTISE within the insurance industry by assisting firms with their
corporate development and acquisition/divestitureobjectives.
Merger & Acquisition Servicesserving the insurance industry
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Agency M&A Transactions Carrier M&A Transactions
Agency Financing Capital Raising
Strategic Advisory Valuation Services Program Business
Renewal Rights Fronting
OUR SERVICES
320 East 53rd Street New York - NY - 10022
(212) 750-0630http://[email protected]
PROUD SPONSOR OF
Merger & Acquisition Services is a
SPECIALIST ADVISORY AND FINANCIAL SERVICES FIRMfirm specifically to participants within the insurance industry.
M&A Services is
SOLELY FOCUSED ON THE INSURANCE INDUSTRY. This allows our advisors to obtain critical industry knowledge andsubsequently, provide clients with sound advice.
M&A Services has closed
MORE THAN 100 TRANSACTIONS IN 10 YEARSand has earned continuous placement within the
"Top 5 Financial Advisors in Insurance Underwriting" according to SNL Financial.
Investment banking services and securities transactions are provided through and completed by Merger & Acquisition Capital Services, LLC., a broker-dealer registered with the U.S. Securities and Exchange Commission and member of FINRA
and SIPC.
Copyright 2017 Merger & Acquisition Services, Inc. & Merger & Acquisition Capital Services, LLC. All Rights Reserved.
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SUNDAY, 8 OCTOBER 2017
12:00 PM – 5:00 PM Meeting Registration
4:00 PM – 7:00 PM Informal Welcome Cocktail Reception
Sponsored by Wilson Elser and CJ Coleman
MONDAY, 9 OCTOBER 2017
10:00 AM – 12:00 PM Meeting Registration and Booth Set-Up
8:00 AM – 5:00 PM Syndicate Presentations: Risk appetites, unique products, key personnel
1:00 PM – 5:00 PM Opening Cocktail Networking Reception & Vendor Mart
5:00 PM – 7:00 PM Cocktail Networking Reception & Vendor Mart
TUESDAY, 10 OCTOBER 2017
6:45 AM – 7:45 AM Breakfast
8:00 AM – 8:30 AM General Session Opening Remarks and State of CHART. Glenn Clark
8:30 AM – 9:00 AM Keynote Speaker: John Davis – CHART Action Heroes
9:30 AM – 10:00 AM Open Forum. “Elevator speeches” giving everyone the opportunity to address the entire group
10:00 AM – 1:00 PM Morning Workshops, Panels, Breakout Sessions, & Syndicate Overviews
10:00 AM – 1:00 PM MORNING WORKSHOPS
TIME SIENNA ROOM MARINE ROOM INDIGO ROOM
10:00 AM – 10:50 AM
Admitted Programs Supported by Lloyd’s
Underwriters
Fortegra
New Cloud Solution for Rate-Quote-Issue-Re-
port-Integrate
NetRate
Alternative Transfer Mechanisms
PGMNV
11:00 AM – 11:50 AM
Insurance Firm Valuations and Deal Structures
M&A Services
Issues in Cyber Security and Security Risk
Management
Kroll & Associates
Errors & Omissions Exposures for
Agencies Specializing in London-Underwritten
Business
Rockwood/Wilson Elser
12:00 PM – 12:50 PM
America’s Most Costly Natural Disaster –
Hurricanes Harvey & Irma Claims & Litigation
Wilson Elser
CHART Markets – New Distribution Channels
for Lloyd’s Underwritten Business
Value Momentum/ Rockwood
CHART Vendor Panel #1
E-Risk, Ryan Consulting, ClaimPilot, Decision
Research
AGENDATHIRD ANNUAL CHART EXCHANGE EVENT FOUR SEASONS HOTEL
MEETING AGENDA OUTLINE OCTOBER 8 – 11, 2017
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1:00 PM – 2:00 PM Lunch
2:00 PM – 5:00 PM Afternoon Workshops, Panels, & Breakout Sessions
3:00 PM – 5:00 PM Appointments with Syndicates, Vendor Partners, Agency Networking
5:00 PM – 7:00 PM Cocktail Networking Reception
WEDNESDAY, 11 OCTOBER 2017
7:00 AM – 8:00 AM Breakfast
9:00 AM – 1:00 PM Follow-Up Meetings and Personal Appointments
1:00 PM – 2:00 PM Lunch
2:00 PM – 5:00 PM Follow-Up Meetings and Personal Appointments
2:00 PM – 2:50 PM AFTERNOON WORKSHOPS
TIME SIENNA ROOM MARINE ROOM INDIGO ROOM
2:00 PM – 2:50 PM
Recent Developments in Cyber Risks/
Coverage and the InsureTech Landscape
Wilson Elser
CHART Vendor Panel #2
Actuarial Advantage, Vantage Agora, TriFit,
Magellan CS
AGENDA
KEYNOTE SPEAKER
John Davis – Author/Speaker/Coach/Action Hero
John Davis is an internationally known Speaker, Comedian, Fight
Director and Action Hero. As an international entertainer, John has
traveled extensively throughout the world speaking to audiences
of all ages and backgrounds in 28 countries and over four thousand
live performances. John encourages his audiences to set and reach
their highest potentials and is often invited back as a peak
performance coach.
Since the tragic events of September 11, 2001 John has dedicated a
great amount of time bringing entertainment to the soldiers overseas.
On six USO tours, John has performed more than one hundred shows
and has taken his comedy to even the most remote bases in both Iraq
and Afghanistan.
As the Artistic Director of four regional theme parks across the nation,
John developed a reputation for reversing negative trends. Under his
leadership, the parks witnessed growths of up to 60% in a single
year’s time.
What do you want your business to look like tomorrow? Tomorrow’s successes are created by today’s present moment actions. If you are not taking action,
you are changing your tomorrow.
— John Davis, Keynote Speaker
‘‘’’
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KEYNOTE SPEAKER
WE DO NOT REPLACE RELATIONSHIPSWe will work with you and your advisors to find the right solution for you.
And, that solution might not require one of our products.
WE ARE HERE TO HELP YOUWe are experienced, creative, responsive, and responsible.
Providing customized solutions rather than off the shelf products.
www.eriskstrategies.com
Insuring your business. Ensuring your future.Insuring your business. Ensuring your future.
Consultation Services• Performs a coverage audit• Provides risk management consultation• Assists in determining if a captive is the right
solution for you
If a captive is the right solution for you,• ERS provides insurance coverage policy design• ERS provides full underwriting services;
including policy issuance, premium invoicing and collection (premium financing is available)
• ERS aids in domicile selection• ERS provides captive formation and captive
management services.
Turn-key captive management includes• Regulatory compliance and oversight• Corporate compliance and oversight• Bookkeeping and record-keeping services• Coordination with tax professionals for timely
filing of all tax returns and tax payments
The staff of Enterprise Risk Strategies (ERS) has over 100 years of insurance and risk management experience. Our staff includes accountants, CPAs (certified public accountants), CAs (chartered accountants), attorneys, business and insurance professionals.
Contact us:
Bruce SlapperExecutive Vice President tel: [email protected]
Dana MarinoEast Coast Business Developmenttel: [email protected]
Captive Consulting and Management
VENDOR PARTNERS
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OVERVIEW OF COMPANYCOST sets up, manages, and operates insurance premium finance companies owned by insurance agencies, wholesalers, managing general agencies, and insurance companies nationwide. The COST Program™ enables you to earn the profit from the premium financing you already arrange! Our unique approach far exceeds any commission or rebating programs offered by traditional premium finance companies. In fact, a typical COST client earns a minimum average net profit of $30,000-$40,000 per million dollars in financing arranged! To earn this level of profit, an agency would have to add between 7% and 10% to any “buy rate” offered by an outside premium finance company.
COST does all the work while our clients earn all the profit. By building a separate profit center while maintaining anonymity from your borrowers, you can stay focused on your core business as COST manages the day-to-day operations of your premium finance company. In addition, you gain control over the entire finance process. You determine the down payment, rates charged, and terms for the financed business. The COST Program™ is a turnkey operation that enables your premium finance company to be up and running quickly, allowing you to remain focused on your core business. By owning your own premium finance company, you can increase your profits and expand your client services.
Contact Dave Gebhardt by stopping by our booth, calling 314-541-3109, or email [email protected].
COMPANY CONTACTDavid Gebhardt Chairman/CEOOffice: 618-206-3220
COST FINANCIAL807 W Hwy 50 #4 O’Fallon, IL 62269 www.costfinancial.com
OVERVIEW OF COMPANYClaimPilot provides a web-based program that allows you to manage all of your claim files as well as those of your organization. We offer solutions for Independent Adjusting Agencies, Third Party Administrators, Self-Insured Companies, Public Entities, and more. Highlights include:
• Intuitive Interface – solutions customized for each client
• Third Party Integrations – we take care of all your data exchange needs in one place
• Dynamic Reporting Features – simple yet powerful
COMPANY CONTACTMatt Mangialardi ([email protected])
CLAIM POINT3206 Earl Rudder Freeway S College Station, TX 77845 979-575-5479 www.claimpilot.com
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OVERVIEW OF COMPANYDRC is an experienced and trusted technology leader specializing in software development solutions for the P&C insurance industry. DRC successfully and consistently implements solutions for insurers, MGAs and brokers writing personal, commercial, and specialty lines of business. From small startups to carriers with written premium in excess of $5 Billion, clients trust DRC solutions for their portal, rating, quoting, billing, policy administration and claims needs, and to enjoy an impressive return on investment.
COMPANY CONTACTS
Rob Whitton P 800-836-6057 [email protected]
Les McElhaney P 610-504-5412 [email protected]
DECISION RESEARCH1600 Kapiolani Blvd Suite 900 Honolulu, HI 96814 www.decisionresearch.com
OVERVIEW OF COMPANYEnterprise Insurance Consulting, LLC, delivers property and casualty claims, underwriting and operating consulting services to existing and entrepreneurial businesses and also provides underwriting and claims due diligence analysis for new acquisitions. In addition to offering our clients ground-up building capabilities for MGAs, MGUs and TPAs, we also offer wide array of services so our clients can create the solution suited to their business. Since one size does not fit all, why not create the solution that fits you.
We are not a typical consulting organization. We understand the challenges presently faced by our clients as we have experienced the trials and tribulations first hand. We value our time in the trenches fighting for our clients and are constantly looking for ways to increase your profits. At EIC we take pride in our game-changing approach and we are confident you will be happy with the results.
COMPANY CONTACT
Ryan A. Young, Esq. 410-274-6138 [email protected]
ENTERPRISE INSURANCE CONSULTING, LLC550 M Ritchie Highway 241Severna Park, MD 21146
VENDOR PARTNERS
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OVERVIEW OF COMPANYEnterprise Risk Strategies (ERS) is a team of professionals with more than 100 years of combined insurance, alternative risk, PIC formation and PIC management experience. Our team has participated in the formation and management of over 200 PICs. We have a vast range of insurance expertise including brokering multinational accounts, creating and administering national programs, and PICs and alternative risk design and placement for both local and global accounts.
In February of 2011, the decision was made to form a company that delivered alternative risk services with the highest levels of security, safety and flexibility. The principals formed ERS, bringing a hand-picked group of talented professionals with them.
ERS works with organizations and professionals with annual revenues of $10 million or more.
COMPANY CONTACT
Bruce Slapper P (602) 734-5763 [email protected]
Dana Marino P (610) 353-4820 [email protected]
ENTERPRISE RISK STRATEGIES4215 East McDowell Rd Suite 115Mesa, AZ 85215www.eriskstrategies.com
OVERVIEW OF COMPANYEvolution Insurance Brokers, LC (“EIB”), is a full service excess and surplus lines brokerage and Lloyd’s Coverholder. EIB offers products and services to retail agents, brokers and consumers who do not otherwise have access to the Excess & Surplus (“E&S”) marketplace. EIB offers products and coverage, direct access to underwriting expertise, risk management assessments, advice, customer service and filing surplus lines taxes. Our partnership approach opens the door to the E&S marketplace and helps the retail agent usher in new business. Our partnership approach takes into account all factors including origin of the risk, previous losses, other historical and claims data to deliver the best possible solutions for coverage.
COMPANY CONTACT
Jeff Leman P 801.304.5561 [email protected]
EVOLUTION INSURANCE BROKERS8722 Harrison St. Sandy, UT 84070 (877) 678-7342www.eibdirect.com
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OVERVIEW OF COMPANYFortegra Financial Corporation (a Tiptree Inc. company) and its subsidiaries support coverholders and MGA’s with admitted capacity. Fortegra’s A-rating and reinsurance alliance through Lloyd’s syndicates, allows Fortegra to assume risk and allow meaningful reinsurance support from the London subscription market. The entire Fortegra program model allows coverholders and MGAs to sell an admitted product, and provides them with active involvement in underwriting development and revision, influence over loss control practices, claims committee attendance, reinsurance marketing, and much more.
With four in-house property and casualty underwriting companies, three life and health underwriting companies, a premium finance company, and syndication support by Lloyd’s of London, we’re able to support a wide array of programs.
COMPANY CONTACTS
Rick Kahlbaugh P 866-961-9529 [email protected]
Joe Alberti, P 866-961-9529 [email protected]
FORTEGRA10151 Deerwood Park Blvd. Bldg. 100, Ste. 330 Jacksonville, FL 32256 www.fortegra.com
OVERVIEW OF COMPANYKroll is the leading global provider of risk solutions. For more than 40 years, Kroll has helped clients make confident risk management decisions about people, assets, operations and security through a wide range of investigations, cyber security, due diligence and compliance, physical and operational security and data and information management services. Headquartered in New York with more than 35 offices in 20 countries, Kroll has a multidisciplinary team of nearly 1,000 employees and serves a global clientele of law firms, financial institutions, corporations, non-profit institutions, govern-ment agencies and individuals. www.kroll.com
Andrew BeckettManaging Director, Cyber Security and InvestigationsKROLLNexus Place, 25 Farringdon StreetLondon EC4A, 4AB+44 [email protected]
Jennifer RothsteinSenior Director, Cyber Security KROLL600 Third AvenueNew York, NY 10016+1 [email protected]
VENDOR PARTNERS
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OVERVIEW OF COMPANYNorth American Risk Services, Inc. (NARS) is a premier third-party claims administrator that is dedicated to producing the best possible results for our clients. Founded in 1996, we handle claims for insurers, brokerages, managing general agencies, reinsurers, liquidation bureaus, self-insured funds and entities. With NARS, you get the best of both worlds. We have a small company mindset and understand that one size does not fit all. We take the time to understand client needs so we can build a fully customized claims administration package. Wholly owned by our senior management, our client service philosophy is high touch and our customers are truly part of the NARS family. Yet, we can compete with our largest competitors by offering clients a nationwide presence, a proprietary and fully customizable claim system, high staff experience levels and sophisticated reporting and analytics. Our staff is among the industry’s most experienced, and our technology is unsurpassed. Through our people, technology, workflows, and protocols, we are committed to providing the best claims administration and management available.
PRODUCTS & SERVICESNARS handles Commercial and Personal Auto, Commercial and Residential Property, Construction Defect, General Liability, Inland Marine, Professional Liability and Worker’s Compensation claims in jurisdictions nationwide and across a variety of industries. Additional dedicated units address Recovery, Special Investigations, Quality Assurance and Compliance.
COMPANY CONTACTS
Jamie Bernardo P 321-441-1336 [email protected]
NARS - NARISKP.O. Box 166002 Altamonte Springs, FL 32716 Ph: 800-315-6090 www.narisk.com
COMPANY CONTACTS
Chris Hughes P 212-750-0630 [email protected]
Jason Murgio P 212-750-0630 [email protected]
MERGER & ACQUISITION SERVICES, INC. 320 E. 53rd Street Suite 100 New York, NY 10022 www.maservices.com
OVERVIEW OF COMPANYMerger & Acquisition Services, Inc. is a specialist advisory and financial services firm tailored to meet the needs of participants within the insurance industry. For over 10 years, Merger & Acquisition Services has been helping our clients achieve their strategic and financial goals. Merger & Acquisition Services is focused solely on the insurance industry. This allows our advisors to obtain critical industry knowledge and subsequently, provide clients with sound advice. Our firm is independent in the sense we are not affiliated with reinsurance brokerage companies or public equity research organizations, enabling us to provide objective analysis. Our advisors have a unique blend of insurance and investment banking experience which allows us to look at the big picture while still paying attention to detail. We treat every assignment with equal importance and every transaction like it was our own.
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COMPANY CONTACT
Paul Lavenhar P 908-889-8884 [email protected]
PL COMMUNICATIONS417 Victor StreetScotch Plains, NJ 07076 www.plcommunications.com
OVERVIEW OF COMPANYPaul Lavenhar’s firm PL Communications has provided marketing communications services for 20+ years to such insurance clients as CHART-Exchange, Rockwood Programs, Fox Point Programs, Capacity Coverage, MetLife, Selective, York Risk Services, and Admiral Insurance, among others. The firm has produced communications for over 500 companies in various industries. Paul also leads a band called GoodWorks that provides music events and marketing services to help nonprofits raise money and awareness pro bono.
PRODUCTS & SERVICESWe provide insurance firms marketing communications services including websites, content development and SEO, branding and corporate identity programs, advertising, public relations, sales literature, direct mail and email marketing, trade show displays and special events, videos and presentations, internal communications, corporate profiles, webinars, collateral materials, focus groups, and marketing research.
COMPANY CONTACTS
Mark Stroop P 850-376-6435 [email protected]
Lynn Edwards P 615-390-9557 [email protected]
NETRATE SYSTEMS, INC. 3493 Woods Edge Drive Okemos, MI 48864 Ph: 866-541-4900 www.NetRate.com
OVERVIEW OF COMPANYNetRate Systems provides Cloud-based, Custom and ISO©-based Commercial Lines Rating systems designed to make MGAs, program administrators and carrier operations more efficient. Combining high powered, flexible, feature rich systems with affordability, NetRate Systems is the choice of many of the finest MGAs and carriers.With 17 years of experience in developing and supporting high-quality rating systems, NetRate Systems supports all of the major commercial lines of business.
PRODUCTS & SERVICES• No Hassle, No Maintenance Rating & Quoting• Automatic ISO© Content Library Updates• Easy Multi-State, Multi-Location and Multi-Line Quoting• Includes Policy Life Cycle• Multiple Implementation Models: Windows, Web, and
Web Services
• Integrations• ISO® Statistical Code Report Generation• Data Warehouse• Customization Services
VENDOR PARTNERS
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COMPANY CONTACT
Karla Giannetta P 703-444-9100 [email protected]
PROMOTIONS KARTEL20547 Birchfield Pl.Sterling, VA 20165-6432 www.promokartel.com
OVERVIEW OF COMPANYPromotions Kartel is a full service promotional products distributor and event planner specializing in corporate events. From conventions to holiday parties, we are able to coordinate all aspects of your event from start to finish. We offer every possible promotional product from over 3000 suppliers nationwide.
Our mission is to help you create long lasting relationships with your clients, boost ROI and leave a lasting impression with your customers. Whether your company is large or small, our team is here to help you develop the best marketing solution. You can count on us to create, deliver and maintain your brand’s integrity, deliver your order on time and budget, produce and manage your event exceeding your expectations every time.
OVERVIEW OF COMPANYPro Group is a premier administrator of self insured groups for workers’ compensation and National Captive Manager specializing in alternative risk transfer solutions for businesses of all sizes and types and have achieved record growth continuously since 1995. Pro Group prides itself on sound and effective risk management with training support and tools to help build and maintain the strongest possible safety culture in the workplace while providing complete protection of outstanding medical treatment and lost wage management for employees.
PRODUCTS & SERVICESPGM has developed a unique approach to bringing solutions to the table that positively affects the clients’ programs. We work closely with clients to foster a long-term “Dedicated Partnership”. This long-term commitment has provided our clients the opportunity to save tens of millions of dollars in cost for more than two decades. We bring knowledge, resources and expertise to maintain and build a successful self insured or captive program. The diversity of our resources spans many disciplines including actuarial, claims, underwriting, marketing, accounting, and risk management. We have developed a full service management model that provides a more cost effective means of acquiring insurance for clients. Pro Group provides full turnkey feasibility, application, implementation and management packages as well as re-domicil-ing options when needed.
COMPANY CONTACTS
Peter H. Foley P (917) 822-4892 [email protected]
Renea Louie P (755) 283-4237 [email protected]
PROGROUP CAPTIVE MANAGEMENT SERVICES575 S. Saliman RoadCarson City, NV 89701 www.pgmnv.com
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OVERVIEW OF COMPANYThe Ruddy Group is a marketing strategist, brand specialist, digital and communications company that work exclusively with carriers, reinsurers, wholesalers, program administrators, and managing general agencies/underwriters. Ruddy has become a valued partner for many of the premier insurance providers throughout North America and Europe. What differentiates us from others is our knowledge of the insurance industry which means there is little, if any, learning curve on insurance marketing distribution methodologies, programs, products/services, coverage’s, industry media or compliance protocol. Simply, Ruddy has the pulse of the industry and the earned recognition as insurance marketing thought leaders.
The Ruddy Group team of insurance experts is comprised of marketing strategists, creative/design, media relations, and social media/digital specialists who possess the IQ/EQ of the marketing and brand disciplines critical to the success of insurance industry marketers. Ruddy service offerings are categorized into a platform of six primary disciplines; Operations Scope, Discovery & Assessment, Strategic Marketing/Communications, Creative Design/Content Development, Public Relations, Social Media, and Digital Technology.
THE RUDDY GROUPThe Bank Building421 Chestnut StreetSuite 204Philadelphia, PA 19106www.theruddygroup.com
COMPANY CONTACT
Tom Ruddy, [email protected]
COMPANY CONTACT
Kyle Mrotek, FCAS, MAAA P 610-627-0702
ACTUARIAL ADVANTAGE111 Veterans SquareMedia, PA 19063 www.taa-inc.com
OVERVIEW OF COMPANYActuarial Advantage helps Agents harness their proprietary data and external data to: – Tell their program’s story to Risk Takers, – Refine program pricing, – Monitor rates, – Track actual loss development against expected, and – Improve program profitability.
In addition Actuarial Advantage can assist with captive feasibility and to design and develop customized analytics.
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VENDOR PARTNERS
COMPANY CONTACTS
Abhijeet Jhaveri [email protected]
Bob Ridinger [email protected]
VALUE MOMENTUM220 Old New Brunswick Rd #100 Piscataway Township, NJ 08854(908) 755-0048
OVERVIEW OF COMPANYValueMomentum provides cloud based software to MGAs, coverholders and insurance carriers to keep their products up to date & competitive, drive down operational costs and digitize their product and distribution processes.
iFoundry Rating Engine enables you to rapidly deploy ISO, NCCI and proprietary rate plans, stay up-to-date with circular updates and assess the impact of the circular updates on their book of business
BizDynamics Digital Engagement Platform enables you to extend rate-quote-bind and service capability to agents and customers. With BizDynamics you can enable agents to quote business faster, while driving submission quality.
App2Data Forms Processor enables you to increase the flow of your submissions by automatically extracting data from ACORD forms emailed by your agents and prefilling systems to rapidly turnaround quotes, without increasing operations expenses.
COMPANY CONTACT
Mike Shannon P 610-331-0610 [email protected]
TRIFIT BUSINESS DEVELOPMENT130 Chalfant RoadGlenmoore, PA 19343www.trifitbd.com
OVERVIEW OF COMPANYTriFit Business Development provides organic growth through development and recruiting of production staff. Whether your team is comprised of producers or production underwriters, TriFit will develop their skills and confidence to execute more effectively, resulting in higher premium and revenue. Perhaps more importantly, their managers will also learn how to effectively run a production organization.
TriFit uses a blended-learning development model, fine-tuned over the past ten years, that includes in-person and on-line training. Participants will develop the prospecting, relationship-building, and qualification skills, plus the mental conditioning required, to outperform their competitors. Concurrently, their managers will learn accountability, coaching and motivating skills resulting in consistently higher performance.
If you need additional staff, TriFit’s recruiting team will source, screen, qualify and coordinate the presentation of top- performing production underwriters, producers and managers. Using a science-based approach developed from decades of research and validation, TriFit’s candidates have a 90-plus percent probability of success in their production role.
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COMPANY CONTACTS
Bryan Fields C (440) 213-2600 [email protected]
Arvind Gopalakrishnan [email protected]
VANTAGE AGORA23811 Chagrin Blvd #244 Beachwood, OH 44122www.vantageagora.com
OVERVIEW OF COMPANYVantage Agora helps Program Administrators, Wholesalers, and Carriers through Business Process Outsourcing of backoffice operations, as well as its patent-pending software OX Zion. OX Zion is the only Business Operating System (or BOS) that can simultaneously drive all components of a company to success at one time. Recognized by Gartner as “industry leading” and “cutting edge,” OX Zion provides control and visibility to metrics, KPI’s, workflows and projects to ensure that individual and company objectives are achieved. The BOS enables management and employees to communicate and collaborate in their drive toward Operational Excellence.
vantage agoraO P E R A T I O N A L E X C E L L E N C E
PRODUCTS & SERVICESWilson Elser is recognized globally as a – if not the – leading law firm serving the insurance industry. We offer one of the industry’s most comprehensive program management practices with combined experience, depth and resources that cannot easily be matched. Program Management is a dedicated practice area within the firm comprising licensed attorneys who evaluate and investigate claims, offer opinions on coverage, issue coverage positions, retain and manage counsel for insureds, budget and manage litigation expenses, and make reserve recommendations. Additionally, Wilson Elser provides clients with full-service, first-class legal support, spanning the spectrum of litigation and related areas. We apply the discipline and diligence of effective litigation to virtually all areas of the law, drawing on a comprehensive roster of legal services to create multidisciplinary teams that give each client matter the best of the firm’s collective intelligence and capabilities.
COMPANY CONTACT
Thomas W. Wilson, Jr. P 212-915-5145 [email protected]
WILSON ELSER150 East 42nd Street New York, NY 10017 Ph: 212-490-3000 www.wilsonelser.com
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VENDOR PARTNERS
COMPANY CONTACTS
Aubrey Fountain P (850) 650-2380 [email protected]
Neil Goodman, (281) 504 0303 [email protected]
YORK RISK SERVICES GROUP, INC1 Upper PondParsippany, NJ 07054www.yorkrsg.com
OVERVIEW OF COMPANYYork, headquartered in Parsippany, NJ, is a premier provider of claims & risk management services to insurance carriers, the London market, program administrators, managing general agents, Coverholders, brokers, self-insureds, public entities & pools throughout the US. Ranked nationally as the number 3 third-party administrator (TPA) based on annual revenue, York has a loyal & growing client base and manages more than $1 billion in reserves for their clients.
PRODUCTS & SERVICESYork Specialized Loss Adjusting (SLA), a business segment within York RSG, Inc. is a premier provider of TPA Binder/ Services, Specialized Loss Adjusting, Customized Claims Solutions, Risk Control and Catastrophic (CAT) Response Services for the Lloyds of London and the London company market. Key components are:
• Dedicated Binding Authority Specialist TPA Adjusters• Back Office Expertise: Banking, IT, Bordereau, MI• Excess & Surplus Lines Adjusting Services• 24/7 Online Access To Claims
• York Risk Control – Physical Risk Assessments – Virtual Risk Services – Premium Audit
The CHART/Wilson Elser strategic partnership combines the innovative underwriting philosophy of the world’s oldest insurance brand with the entrepreneurial mindset of U.S. agencies.
For close to 40 years, Wilson Elser has helped organizations to better navigate challenging markets and realize
improved combined ratios. We provide London- and Europe-based insurers with ready access to more than 60
discrete legal services delivered by nearly 800 attorneys in 34 strategic locations throughout the United States.
Guided by a proprietary, systematic legal project management program, we help clients de� ne strategies
and achieve outcomes that align with agreed business requirements. We also implement dedicated
Program Claim/Litigation Management services, creating value and driving ef� ciencies with respect to
legal spend and indemnity.
Wilson Elser is especially proud
of its strategic partnership with
CHART Exchange and our shared
commitment to strengthening
relationships between cover
holders and risk takers on
either side of the Atlantic.
Bringing U.S. Entrepreneurship to the London Market
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© 2017 Wilson Elser. All rights reserved. 567-17
Your Partner for Admitted Market Capacity
7 ADMITTED INSURANCE COMPANIES
A- A.M. BEST RATING
$1BILLION,000,000,000
PROGRAM CARRIER WITH NEARLY
IN TOTAL SALES
RISK PARTICIPANT SUPPORTING COVERHOLDERS, MGAS & MGUS
CAPTIVES & RETRO COMMISSION STRUCTURES
S P E C I A LT YP RO G R A M S
P R E M I U MF I N A N C E
C R E D I T P RO G R A M S
WA R R A N T YP RO G R A M S
Proud Partner of the 2017 CHART Exchange!
Join our workshop sessions, Admitted Programs Supported by Lloyd’s Underwriters, to hear how you can Experience More with Fortegra.
Or stop by and see us at our booth in the exhibit area.
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BECOME A CHART ACTION HERO – NEW PRODUCTS
Are you responsible for new business development, premium production, strategic direction, niche programs, or distribution for your firm? If so, the CHART Exchange is built just for you. Imagine being in a room with 200-300 peers with the singular goal of doing more new business between the U.S. and London. As new business developers, we share many common characteristics like: optimism, forward thinking, and ability to multi-task (evaluating factors like market conditions, uniqueness, need, financial potential, etc. simultaneously). We’ve all encountered managers, colleagues, and critics who immediately respond “it won’t work” to any potentially ground-breaking new idea. Remember a brainstorming session, new products committee meeting, or work-related conversation at the pub? You had the opportunity to feel creative and in-vigorated because the environment removed all negativity and was conducive to outside-the-box thinking. How about a time when you heard about a new product and thought: “Wow, my team could have made that work, wish we had thought of it first?”Our small event is built on intimacy. Everyone attending has agreed to sign on to our core theme of Exchange: “to give up something of value in order to obtain something of greater value.” The theme of this year’s annual Event is Becoming A CHART Action Hero.” Imagine returning from the October meeting with the following:
• 50 new contacts that you know by name and expertise.
• 10 new business ideas for your agency.
• Understanding the diverse risk appetites of multiple London Syndicates – andpossessing contact information on the decision makers within each.
• 20 new products your agency can sell.
• Obtaining a network of vendor partners committed to helping you grow.
Tens of opportunities to become the CHART Action Hero for your team. We have four distinct audiences to serve:
1. Risk Takers – London Syndicates • Seeks new programs and partners in the U.S. market • Have proprietary products they have built yet need qualified and committeddistribution partners
2. Coverholders – U.S. specialists with the “pen” for Lloyd’s. • Seek expanded relationship with London • Need distribution partners in the U.S.
3. Potential Coverholders – desire to develop specialty programs to differentiate themselves. • Seek knowledge of the London market and how to access it. • May become distribution partners for existing Coverholders • Need guidance on how to develop their own specialty niches
4. Vendor Partners – each possessing expertise in disciplines needed within the U.S.London marketplace • Seek risk taker partners to refer them to existing Coverholders who can utilizetheir services • Offer meeting attendees tailored support designed to grow their new business
Join us October 8-11, 2017 for three full days without negativity. We have tools to help you present your ideas, partners to provide appointments for you to discuss your ideas, and lots of opportunities to learn about new products:
For you to return to your business as a catalyst for growth in your new role as CHART Action Hero!
AccidentCoastal PropertyContingencyCyber LiabilityDentalDICDisability IncomeEarthquakeEvent CancellationExtended Warranties
Financial PlannersFlood InsuranceGun ClubsHSAHealth PlansHIPHospital GroupsIdentity TheftInsurance Agent E&OInternational P&C
International TravelLaw Enforcement Group ProfessionalLife InsuranceMedia LiabilityMedical Caravans to Foreign CountriesMedical SupplementalMiscellanceous E&OPEO Services
Pet InsurancePharmacy SavingsPrize IndemnityShort-Term MedicalTrip/Travel InsuranceVisionWarrantiesWind Deductible Buy-BackWorkplace Violence
BECOME A CHART ACTION HERO – NEW PRODUCTS
We wish to thank the following Syndicates for their participation in the
2017 CHART Exchange Event in Baltimore:
30
Our team has decades of experience hosting and running large agency group meetings. Along the way we’ve learned a few things on how to maximize the experience of our participants who give up valuable time and expense to attend. These individuals expect to return to their offices with new contacts, ideas, etc. that can be beneficial to their enterprise.
Anyone who knows our team understands that we like to talk in “tens.” Perhaps this mindset has been influenced by David Letterman, the Ten Commandments, or Top Ten lists to illustrate a concept or trend.
The following ten points are a combination of “environ-mental” factors engineered to create interaction and behavior/actions we advise participants to do in order to prepare them to maximize individual results. Each person is encouraged to attend with the expectation that they must “give” in order to “get.” Remember CHART’s core action value is found in the definition of the word Exchange: “to give something of value in order to obtain something of greater value.”
1 Theme. Stick to a central theme and ensure all invitees are aware of what your objective is. When you gather hundreds of like-minded people – each with the same objective – fireworks follow. The theme of our summit is simple: …TO GENERATE MORE NEW BUSINESS INSURANCE COMMERCE BETWEEN THE U.S. AND LONDON.
2 Speakers. While big-name speakers can be a draw, we have found that the folks they attract are not necessarily the new business generators of their respective companies. We prefer speakers who challenge conventional thinking.
In our first year we were challenged to “Color Outside the Lines” by Jeff Tobe. In year two we heard the success story of Jim Masiello’s SIAA network
that grew from humble beginnings to over $6 billion in premiums today. For 2017 we have engaged John Davis to explain “HOW TO BE A CHART ACTION HERO.”
3 Size and Venue. Everyone in our target audi-ence has attended industry meetings that are almost impossible to navigate or absorb. We have even been guilty in our own past experience of getting so big that we lost our ability to guide collective results. Too many or competing vendor partners can become a distraction and reduce outcomes for all. Large group meetings have a purpose but no real business is done in private appointments, smaller breakout sessions, or themed workshops. The CHART Exchange deliberately runs a smaller event engineered specifi-cally to achieve our theme of more new business. We know we cannot meet everyone’s expectation but we can exceed the results of other industry gatherings if attendees practice the concept of “Exchange.” The October 2017 meeting will be held at the Four Seasons Hotel in Baltimore, MD. WE HAVE RESERVED ALL 246 ROOMS FOR OUR UNIQUE AND EXCLUSIVE EVENT. TARGET PARTICIPANTS ARE PREFERRED VENDOR PARTNERS, QUALIFIED U.S. AGENCIES AND LONDON SYNDICATES WHO LEAD THE U.S. BINDING AUTHORITY SPACE.
4 Networking. When you gather 300 like-minded people together it is not hard to prime the pump. Our primary strategies center on cocktail receptions (held in our Vendor Partner mart), meals, and themed workshops/panels. WILSON ELSER AND C J COLEMAN WILL HOST A WELCOME RECEPTION ON SUNDAY 10/8 AND WE WILL HAVE A VENDOR PARTNER MART AND
TEN STEPS FOR OPTIMIZING THE EXPERIENCE OF ATTENDING AN INSURANCE INDUSTRY EVENT
31
TEN STEPS FOR OPTIMIZING THE EXPERIENCE OF ATTENDING AN INSURANCE INDUSTRY EVENT
COCKTAIL RECEPTIONS ON OCTOBER 9 AND 10. WE ARE SEEKING SPONSORS FOR BOTH!
5 Pre-Set Meetings. Our Market Finder service separates CHART from other industry groups. In 2016 we facilitated over 400 pre-qualified appointments between U.S. Agencies seeking programs and Syndi-cate member partners with the most compatible risk appetites. While not every meeting generated imme-diate business, the results were still extraordinary:
• TWELVE FIRST-TIME COVERHOLDERS QUALIFIED AND SHEPARDED THROUGH TRIBUNALIZATION (MORE TO COME!)
• TENS OF MILLIONS OF POTENTIAL PREMIUM PRODUCTION PRESENTED TO LONDON MARKETS
• A HEALTHY PIPELINE FOR FUTURE GROWTH. Agencies should use the CHART Program Questionnaire to present an idea.
6 Be Proactive. Generate your own opportunities to meet people you would not otherwise encounter. We give each of our vendor partners and Syndicate members the chance to launch their own “offense.” Moderate workshops or participate in panels to extol what makes you unique. Capitalize on the 100,000+ circulation of our e-magazine by contributing articles that demonstrates expertise in your particular field of endeavor. We encourage our vendor and Syndicate partners to bring agencies they have partnered with in the past. THERE IS NOTHING MORE COMPELLING TO A U.S. PRODUCER THAN A SUCCESS STORY TOLD BY A PEER.
7 Learn New Skills. The vast majority of our attendees are life-long learners. Being with their peer group is a rare opportunity to talk one hundred miles an hour in an environment where they are fully understood. Program Specialists are a unique class. Their language, metrics, compensation plans, targets, systems, etc. have commonalities only they understand. Our workshops and panels are designed specifically to challenge and grow Program Administrators. AS IRON SHARPENS IRON – SO DOES ONE PERSON SHARPEN ANOTHER (PROVERBS 27:17)
8 Prepare in Advance. Develop your event strategy in advance. Do you wish to sponsor an event, moderate a workshop, participate in a panel, purchase a give-away to promote your firm, or develop materials that highlight your capabilities? THE MOST SUCCESSFUL MEETING ATTENDEES ARE THE ONES WHO PREPARED TO PROSPER.
9 Stack the deck. The CHART Staff can be engaged to customize the meeting anddiscreetly “hustle” on your behalf:
• Invite your clients for success storiesand to reduce your travel expenses inthe future.
• Bring prospects you seek for futurebusiness
• Target friends and peers who wouldbenefit from attending the CHARTevent.
UTILIZE THIS SERVICE AND PUT CHART TO WORK ON YOUR BEHALF.
10 Post Event. The typical “trophies” a conference attendee returns home with is a handful of business cards, expense receipts, and jet lag. The first thing they face at home is a backed up schedule and the “conference high” soon dissi-pates. Take a lesson from the folks who do this for a living. Some of the least likely connections you made could generate the best future opportunities. Utilize the conference attendee lists to enhance your company’s communication databases. Consider the use of periodic newsletters, e-mails, or other mechanism to maintain your visibility within this target niche. WHILE “HARVESTING” MAY HELP TODAY, “FARMING” WILL FEED YOUR FIRM IN THE FUTURE!
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33
CHART-Exchange AttendeesBy Organization . . . . . . . . . . . . . .33 By Attendee Name . . . . . . . . . . . . 42
This information in this document has been provided to CHART–Exchange Members and Attendees of the 2017 Summit for the purpose of business networking and cross-sell opportunities. Any review, reproduction, dissemination, or other use
of this information by persons or entities other than the intended recipients is prohibited.
ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
A.M. Best John Weber Ambest Road, Oldwick, NJ 08858 [email protected] (908) 439-2200
A.M. Best Kim Bjorheim Ambest Road, Oldwick, NJ 08858 [email protected] (908) 439-2200
Actuarial Advantage, Inc. Kyle Mrotek 111 Veterans Sq., First Floor, Media, PA 19063 [email protected] (262) 402-8612
Aegis Adam England 33 Gracechurch Street, London, EC3V 0BT [email protected] (44) 20 7265 2190
Aegis Nick Leighton 33 Gracechurch Street, London, EC3V 0BT [email protected] (44) 20 7265 2190
Aegis Nigel Roberts 33 Gracechurch Street, London, EC3V 0BT [email protected] (44) 20 7265 2190
Affinity Group Underwriters, Inc. Stephen Wyss 4510 Cox Road, Suite 111, Glen Allen, VA 23060 [email protected] (804) 273-9797
Alabama Insurance Alliance Sam Everette 2 Office Park Circle, Suite 108, Birmingham, AL 35233 [email protected] (205) 414-9575
All Risks, Ltd. Bill Evans 10150 York Rd, Hunt Valley, MD 21030 [email protected] (800) 366-5810
Allied Underwriting, Inc. H.E. (GENE) Gilkerson 119 Hilltop Bus. Center Dr., Pelham, AL 35124 [email protected] (205) 663-3600
American Eagle Michael Hanuschak 3120 Jasmine Drive, Delray Beach, FL 33483 [email protected] (561) 504-4564
American Team Managers Len Eastwood 1030 N Armando Street, Anaheim, CA 92806 [email protected] (714) 414-1200
Andesine Brendan Roche 1920 East Hallandale Blvd., Suite 502, Hallandale Beach, FL 3309 [email protected] (805) 300-6458
ARK Syndicate Richard Bryant 30 Fenchurch Street, London, EC3M5AD [email protected] (44) 20 3023 4053
Ark Syndicate Tim Hankey 30 Fenchurch Street, London EC3M 5AD [email protected] (44) 20 3023 4071
Ark Underwriting Karyn Williams 30 Fenchurch Avenue, London, EC3M 5AD [email protected] (44) 20 3023 4053
ARMI Agency, Inc. Daniel Gleason P.O. Box 2367, Madison, MS 39130 [email protected] (601) 856-1978
ArmSouth Calvin Foster 2 Bayou Place, Gulfport, MS 39503 [email protected] (228) 596-7402
Associated Services in Insurance Brad Burditt 1438 Winter Way, Grain Valley, MO 64029 [email protected] (816) 863-9997
Associated Services in Insurance Trent Yager 1438 Winter Way, Grain Valley, MO 64029 [email protected] (816) 448-8040
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ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
Assure Alliance Holly Herron PO Box 1713 Spartanburg, SC 29304 [email protected] (864) 591-8812
Assured Partners Kevin Kelsey 200 Colonial Center Parkway, Suite 140, Lake Mary, FL 32746 [email protected] (407) 833-0300
Atrium Underwriters Matthew Wilshaw Lloyd's of London, 1 Lime Street, London, EC3M 7DQ [email protected] (207) 327-8425
Axon Underwriting Services, LLC Douglas Gahagan 198 West High Street, Somerville, NJ 08876 [email protected] (908) 947-1815
Axon Underwriting Services, LLC Randy Hampton 913 Forrest Street, Roswell, GA 30075 [email protected] (678) 210-3380
Barbican USA David Booth 33 Fenchurch Street, London, EC3V 0BT [email protected] (800) 663-5781
Barbican USA Jon Godfray 33 Gracechurch St, London, EC3V 0BT [email protected] (800) 663-5781
Barbican USA Kesh Sharma 1014 Hadley Drive, Champaign, IL 61821 [email protected] (800) 663-5781
Barbican USA Tom Gwynn 33 Gracechurch St, London, EC3V 0BT [email protected] (800) 663-5781
BCF Group Brad Forney 2101 Oregon Pike, Suite 300, Lancaster, PA 17601 [email protected] (800) 732-3556
Bey MGA Michael Averill 92 Mcintosh Lane, Bedford, NH 03110 [email protected] (603) 714-0844
BIA Broker Edward Coogan 1332 Cheshire Lane, Bel Air, MD 21014 [email protected] (410) 409-7873
Blue Chip Underwriting Services Matt Somma 1177 Avenue of The Americas, 5th Floor, New York, NY 10036 [email protected] (908) 692-3562
Blue Chip Underwriting Services Steven Anderson 1177 Avenue of The Americas, 5th Floor, New York, NY 10036 [email protected] (908) 692-3562
Brady Risk Management Sean Brady 24 West Carver St., 2nd Floor, Huntington, NY 11743 [email protected] (631) 549-8561
BRIT Tim Bell The Leadenhall Building, 122 Leadenhall Street, London EC3V 4AB, [email protected] (44) 20 3857 0070
C J Coleman Ben Coleman Portsoken House, 155 Minories, London, EC3N 1BT [email protected] (44) 20 7423 7010
C J Coleman Christine Shrimpton Portsoken House, 155 Minories, London, EC3N 1BT [email protected] (44) 20 7488 2211
C J Coleman Laura Hodge Portsoken House, 155 Minories, London, EC3N 1BT [email protected] (44) 20 7488 2211
C J Coleman Simon Hall Portsoken House, 155 Minories, London, EC3N 1BT [email protected] (44) 20 7488 2211
Carlson Capital, LP Norbert Cichon 2100 Mckinney Avenue, Suite 1900, Dallas, TX 75201 [email protected] (214) 932-9600
CFC Underwriting Jonathan Swann 2nd Floor, 85 Gracechurch Street, London, EC3V 0AA [email protected] (776) 633-2444
CFC Underwriting Pawel Grubecki Cfc Underwriting, 85 Gracechurch Street, London, EC3V 0AA [email protected] (44) 20 7469 1700
CFC Underwriting Rachel Denham 85 Gracechurch Street, London, EC3V 0AA [email protected] (44) 20 7469 1700
35
ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
Chatterton Insurance, Inc. Allen Chatterton 150 Main Street, Pawtucket, RI 02860 [email protected] (401) 722-6010
Chatterton Insurance, Inc. Bintou Chatterton 150 Main Street, Pawtucket, RI 02860 [email protected] (401) 722-6010
Chaucer Syndicates Fiona Mackinnon Plantation Place, 30 Fenchurch Street, London, EC3M 3AD, [email protected] (44) 20 7105 8165
Chaucer Syndicates Joseph Pike Plantation Place, 30 Fenchurch Street, London, EC3M 7HA [email protected] (207) 105-8229
ClaimPilot Matt Mangialardi 3206 Earl Rudder Fwy, College Station, TX 77485 [email protected] (979) 575-5479
Comp-Care Brokerage, Inc. Nicholas San Filippo 1129 Raritan Road, Clark, NJ 07066 [email protected] (732) 680-4444
Corporate Action Hero John Davis 1700 W Market St 116, Akron, OH 44313 [email protected]
CorRisk Solutions Bryant Michels 1 Huntington Quadrangle, Suite 4N20, Melville, NY 11747 [email protected] (631) 756-3000
CorRisk Solutions Michelle Strickland 3340 Peachtree Rd. NE, Suite 1450, Atlanta, GA 30326 [email protected] (631) 756-3000
Cost Financial Group Dave Gebhardt 807 W Highway 50, Suite 4, O'Fallon, IL 62269 [email protected] (800) 844-2678
COST Financial Group Travis Klingler 807 W Highway 50, Suite 4, O'Fallon, IL 62269 [email protected] (800) 844-2678
Dale Underwriting Partners Duncan Dale Camomile Court, 23 Camomile Street, London, EC3A 7LL [email protected] (203) 307-1423
Dale Underwriting Partners John Andrews Camomile Court, 23 Camomile Street, London, EC3A 7LL [email protected] (203) 307-1423
Daniels-Head Insurance Agency, Inc. Draye Redfern 1001 S Cap of Texas Highway, Building M-100, Westlake Hills, TX 78746 USA [email protected] (512) 328-9310
Daniels-Head Insurance Agency, Inc. Elizabeth Lively 1001 S Cap of Texas Highway, Building M-100, Westlake Hills, TX 78746 USA [email protected] (512) 328-9310
Daniels-Head Insurance Agency, Inc. Kenneth Redfern PO Box 160730, Austin, TX 78716 [email protected] (512) 328-9310
Daniels-Head Insurance Agency, Inc. Trent Redfern PO Box 160730, Austin, TX 78716 [email protected] (512) 328-9310
Daniels-Head Insurance Agency, Inc. Vickie Klopfenstein 1001 S Cap of Texas Highway, Building M-100, Westlake Hills, TX 78746 USA [email protected] (512) 328-9310
Decision Research Cecilia Polato 1601 Kapiolani Blvd, Suite 1100 Honolulu, HI 96814 [email protected] (808) 949-8316
Decision Research Corp. Robert Whitton 1601 Kapiolani Blvd, Suite 1100 Honolulu, HI 96814 [email protected] (808) 949-8316
Demont Insurance Agency Graham Demont 300 S Pine Island Road, Suite 109, Plantation, FL 33324 [email protected] (850) 942-7760
DJD Insurance Daniel Donovan 1108 Sartori Avenue, Suite 120, Torrence, CA 90501 [email protected] (310) 744-1996
DTW1991 Claire Chisholm 71 Fenchurch Street London, EC3M4BS [email protected] (44) 77 8981 2387
DTW1991 Daniel Wright 1 Beach Drive SE Suite 230, P O Box 1438, St Petersburg, FL 33701 USA [email protected] (727) 528-0626
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ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
DTW1991 John Fleming 1129 Raritan Road, Clark, NJ 07066 USA [email protected] (732) 680-4444
E N Dornbusch Agency Inc. Douglas Dornbusch PO Box 2662, Madison, MS 39130 USA [email protected] (601) 506-6622
Enterprise Insurance Consulting, LLC. Ryan Young 807 W Highway 50, Suite 4, O’Fallon, IL 62269 [email protected] (800) 844-2678
Enterprise Risk Strategies Bruce Slapper 11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211 [email protected] (602) 904-7687
Enterprise Risk Strategies Dana Marino 782 Hillview Road, Malvern, PA 19355 [email protected] (610) 353-4820
Evolution Insurance Brokers Jeff Leman 8722 South Harrison Street, Sandy, UT 84070 [email protected] (801) 305-5561
Fassbender Insurance Brian Fassbender 1402 Gause Blvd, Suite A, Slidell, LA 70458 [email protected] (985) 607-0291
Fassbender Insurance Krystal White 1402 Gause Blvd, Suite A, Slidell, LA 70458 [email protected] (985) 607-0291
Field Insurance Agency of Surfside, Inc. Brian Payne PO Box 15404, Surfside Beach, SC 29587 [email protected] (855) 238-2411
First Indemnity Insurance Agency Andrew Biggio 87 Oxford Street, Lynn, MA 01901 [email protected] (781) 581-2508
First Indemnity Insurance Group John Randolph The Equitable Cooperative Bank, 87 Oxford Street, Lynn, MA 01901 USA [email protected] (781) 581-2508
Fortegra Kyle Selvig 10150 Deerwood Park Blvd, Building 100, Suite 100, Jacksonville, FL 32256 USA [email protected] (904) 357-2115
Fortegra Mark Rattner 10150 Deerwood Park Blvd, Building 100, Suite 100, Jacksonville, FL 32256 USA [email protected] (917) 207-0668
Fortegra Rick Kahlbaugh 10150 Deerwood Park Blvd, Building 100, Suite 100, Jacksonville, FL 32256 USA [email protected] (904) 350-9660
Fortegra Scott McLaren 10150 Deerwood Park Blvd, Building 100, Suite 100, Jacksonville, FL 32256 USA [email protected] (904) 357-2115
Fortegra Sean Jagroop 10150 Deerwood Park Blvd, Building 100, Suite 100, Jacksonville, FL 32256 USA [email protected] (904) 357-2115
Foundation Risk Partners Ben Barbieri 1540 Cornerstone Blvd, Suite 230, Daytona Beach, FL 32117 [email protected] (781) 760-6113
Fox Point Programs Karl Stukis 3001 Philadelphia Pike Claymont, DE 19703 [email protected] (302) 765-6000
Franchise Risk Solutions, Inc. Imaan Ferdowsi 783 Old Hickory Blvd., Suite 263, Brentwood, TN 37027 [email protected] (615) 651-8024
Hanover Specialty Insurance Brokers Jonathan Littlefield 10054 Colonial Drive, Ellicott City, MD 21042 [email protected] (240) 638-5701
Herbert A. Sullivan, Inc. d/b/a Sullivan Risk Management Group
John Sullivan 303 Wyman Street Suite 285, Hobbs Brook Office Park, Waltham, MA 02451 USA [email protected] (781) 466-6600
Hilb Group Jay Madden 16 Main Street, East Greenwich, RI 02818 [email protected] (800) 232-0582
Hunt Insurance Group LLC John Hunt 3606 Maclay Blvd South, Suite 204, Tallahassee, FL 32312 [email protected] (850) 385-3636
Insurance-Industry-Aimed Marketing, LLC
Fritz Seifert 3466 SE Cambridge Dr. Stuart, FL 34997 [email protected] (908) 392-2966
37
ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
Insyst Insurance Systems and Solutions Dan Agrella 2901 W Coast Highway, Suite 200, Newport Beach, CA 92663 [email protected] (212) 915-5590
Intervalley Insurance Services Kathy Maestas 4221 N Fresno St, Fresno, CA 93726 [email protected] (559) 221-9313
Klinger Insurance Group Robert Klinger 19785 Crystal Rock Dr., Suite 301 Germantown, MD 20874 [email protected] (301) 428-4935
Kroll & Associates Andrew Beckett 600 Third Avenue, 4th Floor, New York, NY 10016 [email protected] (212) 593-1000
Kroll & Associates Jennifer Rothstein 600 Third Avenue, 4th Floor, New York, NY 10016 [email protected] (212) 593-1000
Liberty Specialty Markets Andrew Townsend 20 Fenchurch Street London, EC3M 3AW [email protected] (203) 758-0373
Liberty Specialty Markets David Edwin 20 Fenchurch Street Edinburgh, EC3M 3AW [email protected] (44) 75 8437 5241
Liberty Specialty Markets Luke Hoban 30 Fenchurch Street London, EC3M 3AW [email protected] (44) 20 3758 0244
McGowan & Associates Kevin O'Connor 355 Indiana Avenue, Indianapolis, IN 46204 [email protected] (317) 464-5000
Merger & Acquisition Services, Inc. Chris Hughes 320 E. 53rd Street, Suite 100, New York, NY 10022 [email protected] (212) 750-0630
Merger & Acquisition Services, Inc. Jason Murgio 320 E. 53rd Street, Suite 100, New York, NY 10022 [email protected] (212) 750-0630
Merger & Acquisition Services, Inc. Paul Surdel 320 E. 53rd Street, Suite 100, New York, NY 10022 [email protected] (212) 750-0630
Merger & Acquisition Services, Inc. Vanessa Silva 320 E. 53rd Street, Suite 100, New York, NY 10022 [email protected] (212) 750-0630
MGA Systems, Inc. John Bennis One Huntington Quadrangle, Suite 4N20, Melville, NY 11747 [email protected] (631) 752-2222
MGIS Jeff Brunken 10 W. Broadway, 8th Floor Salt Lake City, UT 84101 [email protected] (801) 910-9640
Murray Securus Agency Jeff King 39 North Duke Street, Lancaster, PA 17608 [email protected] (717) 975-7423
Myers Risk Services Top Myers 2102 Kimberton Rd., Suite 741, Kimberton, PA 19442 [email protected] (484) 924-8155
Myers Risk Services Wilton Marburger 2102 Kimberton Rd., Suite 741, Kimberton, PA 19442 [email protected] (484) 924-8155
NARS Alisha Feltman 240 E Central Parkway, Suite 4010, Altamonte Springs, FL 32701 [email protected] (321) 441-1236
NARS Cole Kochman 240 E Central Parkway, Suite 4010, Altamonte Springs, FL 32701 [email protected] (321) 441-1236
NARS Jamie Bernardo 240 E Central Parkway, Suite 4010, Altamonte Springs, FL 32701 [email protected] (321) 441-1236
NARS Richard Lemons P.O. Box 166002, Altamonte Springs, FL 32716 [email protected] (321) 441-1340
Neon Underwriting Jonathan Powell 20 Gracechurch Street London, EC3V 0BG [email protected] (44) 20 7488 7700
NetRate Systems Lynn Edwards 3493 Woods Edge Drive, Okemos, MI 48864 [email protected] (517) 347-4900
38
ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
NetRate Systems Mark Stroop 3493 Woods Edge Drive, Okemos, MI 48864 [email protected] (517) 347-4900
NetRate Systems Tom Rahl 3493 Woods Edge Drive, Okemos, MI 48864 [email protected] (517) 347-4900
Neyland Agency Dennis Neyland Slidell, LA 70458 [email protected] (985) 774-6201
Norman-Spencer Debbie Norman 8075 Washington Village Drive, Centerville, OH 45458 [email protected] (937) 432-1600
Norman-Spencer Paul Norman 8075 Washington Village Drive, Centerville, OH 45458 [email protected] (937) 432-1603
Northshore Insurance Managers Neno Djordjevic 350 S Northwest Highway, Suite 300, Park Ridge, IL 60068 [email protected] (847) 909-5106
NSM Insurance Group Geof McKernan 555 North Lane, Conshohocken PA 19428 [email protected] (610) 941-9877
O'Donovan Insurance Jeremiah O'Donovan 380 N Broadway, Suite 300, Jericho, NY [email protected] (516) 352-7500
One Star Insurance Solutions, LLC Curtis Heptner P.O. Box 8086, Wichita Falls, TX 76307 [email protected] (940) 397-2771
Pak Programs, LLC Larry Chasin 3 Wing Drive, Suite 101, Cedar Knolls, NJ 07927 [email protected] (888) 386-5701
PL Communications Mary Jean Murphy 417 Victor Street, Scotch Plains, NJ 07076 [email protected] (908) 889-8884
PL Communications Paul Lavenhar 417 Victor Street, Scotch Plains, NJ 07076 [email protected] (908) 889-8884
PL Risk Advisors Inc. Mike Smith 795 Franklin Ave, Suite 210, Franklin Lakes, NJ 07470 [email protected] (201) 847-9175
Potomac Insurance Network, Inc. Jon Pappas 2360 Boston Street, Baltimore, MD 21224 [email protected] (443) 692-4000
Preferred Reinsurance Intermediaries James Warters 21 Pine St, Suite 117, Rockaway, NJ 07866 [email protected] (973) 586-3105
Premiere Agency Network Janna Green P O Box 241385 Montgomery, AL 36124 [email protected] (334) 551-1102
Premiere Agency Network Mel Capell 8978 Pennington Place Montgomery, AL 36117 [email protected] (334) 551-1101
ProGroup Captive Management Services
Peter Foley 575 S Saliman Road, Carson City, NV 89701 [email protected] (917) 399-3035
Promotions Kartel Karla Giannetta 20547 Birchfield Place, Sterling, VA 20165 [email protected] (703) 444-9100
Prospect General Graham Doran 7979 Ivanhoe Avenue, Suite 555, La Jolla, CA 92037 [email protected] (619) 597-1252
Prospect Insurance Brokers, Ltd. James Gadbury St. Clare House, 30-33 Minories, London, EC3N 1PE [email protected] (207) 977-7670
Prospect Insurance Brokers, Ltd. Jamie Webb St. Clare House, 30-33 Minories, London, EC3N 1PE [email protected] (207) 977-7670
Prospect Insurance Brokers, Ltd. Michael Barrett St. Clare House, 30-33 Minories, London, EC3N 1PE [email protected] (207) 977-7670
Prospect Insurance Brokers, Ltd. Tom Regan St. Clare House, 30-33 Minories, London, EC3N 1PE [email protected] (207) 977-7670
39
ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
Public Servants Defense Agency Chris Thompson 3001 Philadelphia Pike, Claymont, DE 19703 [email protected] (800) 558-8808
Public Servants Defense Agency Mike Clark 3001 Philadelphia Pike, Claymont, DE 19703 [email protected] (800) 558-8808
RiskSOURCE Clark-Theders Jonathan Theders 9938 Crescent Park Drive, West Chester, OH 45069 [email protected] (513) 779-2800
Rockwood Programs - Brokerage Division
Kerri Lann 3001 Philadelphia Pike, Claymont, DE 19703 [email protected] (305) 248-9495
Rockwood Programs - Brokerage Division
Mark Lann 3001 Philadelphia Pike, Claymont, DE 19703 [email protected] (786) 412-4131
Rockwood Programs, Inc. Darryl McCallin 3001 Philadelphia Pike, Claymont, DE 19703 [email protected] (302) 765-6018
Rockwood Programs, Inc. Francis Huver 3001 Philadelphia Pike, Claymont, DE 19703 [email protected] (302) 765-6002
Rockwood Programs, Inc. Glenn Clark 3001 Philadelphia Pike, Claymont, DE 19703 [email protected] (302) 765-6001
Rockwood Programs, Inc. Kate Boyle 3001 Philadelphia Pike Claymont, DE 19703 [email protected] (800) 558-8808
Rockwood Programs, Inc. Steve Taylor 3001 Philadelphia Pike Claymont, DE 19703 [email protected] (800) 558-8808
Rough Notes Dave Willis 76 Hill Street, Littleton, NH 03561 [email protected] (603) 444-1388
SeQure Underwriters LLC Ellie Feldman 204 Cedar Street, Cambridge, MD 21613 [email protected] (410) 463-0505
SIAA - Alliance Program Services Bill Fahy 310 E Chestnut St, Suite 7, Rome, NY 13440 [email protected] (315) 337-0189
SIS Wholesale Insurance Services Matthew Roselle 3250 Grey Hawk Road, Carlsbad, CA 92010 [email protected] (760) 599-7242
SLB Professional Daniel Ginden 5900 Hiatus Road, Tamarac, FL 33321 [email protected] (954) 724-7014
SPRISKA Michael Baker 401 Fayette Avenue, Springfield, IL 62707 [email protected] (217) 753-2500
SPRISKA William Kelso 401 Fayette Avenue, Springfield, IL 62704 [email protected] (800) 252-2907
State National Companies Tim Poeton 1900 L Don Dodson Drive, Bedford, TX 76021 [email protected] (800) 877-4567
SteadyCover Andy Dick 2578 Lake Isle Ln Broomfield, CO 80023 [email protected] (720) 771-6720
Synergy Professional Associates Inc. Ira Dawer 100 Passaic Avenue, Fairfield, NJ 07004 [email protected] (973) 995-0512
Synergy Professional Associates, Inc. Michele McCrohan 100 Passaic Avenue, Suite 145, Fairfield, NJ 07004 [email protected] (973) 995-0513
The Ruddy Group Tom Ruddy 421 Chestnut St, Suite 204, Philadelphia, PA 19106 [email protected] (267) 639-2880
The Van Dyk Group David Wyrsch Sr. 12800 Long Beach Blvd, Beach Haven Terrace, NJ 08008 [email protected] (609) 492-1511
The Van Dyk Group Jeffrey Wyrsch 12800 Long Beach Blvd, Beach Haven Terrace, NJ 08008 [email protected] (609) 492-1511
40
ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
The Wheeler Firm Joseph Wheeler 1411 4th Avenue, Suite 1520, Seattle, WA 98101 [email protected] (888) 705-6775
TriFit Business Development Mike Shannon 130 Chalfant Road, Suite 1520, Glenmoore, PA 19343 [email protected] (610) 331-0610
Tripoint Insurance Robert Phelan 21 Arts Center Court, Avon, CT 06001 [email protected] (860) 761-7201
Triton Global Judy McDonough 740 Waukegan Road, Suite 204, Deerfield, IL 60015 [email protected] (607) 902-3112
UAS Risk Brent Carter 2814 W Britton Road, Oklahoma City, OK 73120 [email protected] (405) 474-6838
UAS Risk Bryan Chouinard 1205 S Air Depot Blvd, Suite 256, Oklahoma City, OK 73110 [email protected] (405) 664-4317
Universal Live AV Brian Bentz 417 Victor Street, Scotch Plains, NJ 07076 [email protected] (973) 886-1576
Universal Live AV Robert Mickles 417 Victor Street, Scotch Plains, NJ 07076 [email protected] (973) 886-1576
Universal Live AV Steve Machiarullo 417 Victor Street, Scotch Plains, NJ 07076 [email protected] (973) 886-1576
ValueMomentum Inc. Abhijeet Jhaveri 220 Old New Brunswick Rd, Suite 100, Piscataway, NJ 08854 [email protected] (908) 531-3716
ValueMomentum, Inc. Bob Ridinger 220 Old New Brunswick Rd, Suite 100, Piscataway, NJ 08854 [email protected] (908) 938-9112
Van Dyk Group Joe Moyer 500 Barnegat Blvd, Suite 300, Barnegat, NJ 08005 [email protected] (609) 698-6900
Vantage Agora Arvind Gopalakrish-nan
23811 Chagrin Blvd, Suite 244, Beachwood, OH 44122 [email protected] (440) 530-0656
Vantage Agora Bryan Fields 23811 Chagrin Blvd, Beachwood, OH 44122 [email protected] (440) 213-2600
Venture Insurance Programs Phil Harvey, Jr. 1301 Wright's Lane East, West Chester, PA 19380 [email protected] (800) 282-6247
Vertus Insurance Partners Ronald James 4237 Salisbury Rd, Suite 114, Jacksonville, FL 32216 [email protected] (844) 570-5755
WaterColor Management John Walsh 401 Lee St. Ne, Decatur, AL 35602 [email protected] (441) 535-3320
Wilson Elser Alicia Santocki 150 E 42nd Street, New York, NY 10017 [email protected] (212) 915-5961
Wilson Elser Christopher Flanagan 150 E 42nd Street, New York, NY 10017 [email protected] (212) 490-3000
Wilson Elser Eric Sauter 150 E 42nd Street, New York, NY 10017 [email protected] (212) 490-3000
Wilson Elser Kathryn Grace 150 E 42nd Street, New York, NY 10017 [email protected] (212) 490-3000
Wilson Elser Kent Adams 909 Fannin Street, Suite 3300, Houston, TX, 77010 [email protected] (713) 353-2004
Wilson Elser Martin Ween 150 E 42nd Street, New York, NY 10017 [email protected] (212) 490-3000
Wilson Elser Richard Reiter 1133 Westchester Avenue White Plains, NY 10604 [email protected] (914) 872-7728
41
ORGANIZATION ATTENDEE ADDRESS/PHONE NUMBER/EMAIL
Wilson Elser Robert Weber 150 E 42nd Street, New York, NY 10017 [email protected] (212) 490-3000
Wilson Elser Sarah Davis 909 Fannin Street, Suite 3300, Houston, TX, 77010 [email protected] (713) 353-2021
Wilson Elser Stephen Marcellino 150 E 42nd Street, New York, NY 10017 [email protected] (212) 490-3000
Wilson Elser Thomas Wilson 150 E 42nd Street, New York, NY 10017 [email protected] (212) 490-3000
Wilson Elser Wendy Testa Two Commerce Square, 2001 Market Street, Philadelphia, PA 19106 [email protected] (215) 606-3910
Wilson Gregory Agency Inc. Mark Gregory 2309 Market Street, Camp Hill, PA 17011 [email protected] (717) 901-0760
Wingman Insurance G. Philip Feldman 204 Cedar Street, Cambridge, MD 21613 [email protected] (410) 463-0982
xagent Bryan Baird 11800 Sunrise Valley Drive, Suite 1400, Reston, VA 20191 [email protected] (888) 760-3194
York Risk Control Rich Wirth 4021-A Ambassador Pkwy, Suite 100, Lafayette, LA 70503 [email protected] (337) 408-2774
York Risk Services Group, Inc. Aubrey Fountain 981 Hwy 98 East, Suite 3, Box 282, Destin, FL 32541 [email protected] (850) 650-2380
York Risk Services Group, Inc. Danny Miller 3316 Balmerino Ln, The Colony, TX 75075 [email protected] (214) 577-0553
York Risk Services Group, Inc. Neil Goodman 11777 Katy Fwy., Houston, TX 77079 [email protected] (281) 703-8476
Zodiac Insurance Services, Inc. David Wash 459 Oakshade Road, Shamong, NJ 08088 [email protected] (856) 396-6500
In the span of a little over two years, Lloyd’s has been presented with 57 different new program opportunities from
our efforts. These proposals represent potential premiums in excess of $173 million. While not all of these opportunities will ultimately launch, it is safe to say that CHART has become
a new production pipeline for London.
— Glenn W. Clark, CPCU, CHART Earliest Adopter
42
CHART-Exchange Attendees by Last Name
Adams, Kent ........................................................Wilson ElserAddis, Scott .........................................................Beyond InsuranceAgrella, Dan ........................................................Insyst Insurance Systems and SolutionsAnderson, Steven ................................................Blue Chip Underwriting ServicesAndrews, John .....................................................Dale Underwriting PartnersAverill, Michael ...................................................Bey MGABaird, Bryan ........................................................xagentBaker, Michael .....................................................SPRISKABarbieri, Ben .......................................................Foundation Risk PartnersBarrett, Michael ..................................................Prospect Insurance Brokers, Ltd.Beckett, Andrew ..................................................Kroll & AssociatesBell, Tim ..............................................................BRITBennis, John ........................................................MGA Systems, Inc.Bentz, Brian ........................................................Universal Live AVBernardo, Jamie ..................................................NARSBiggio, Andrew ....................................................First Indemnity Insurance AgencyBjorheim, Kim .....................................................A.M. BestBooth, David .......................................................Barbican USABoyle, Kate ..........................................................Rockwood Programs, Inc.Brady, Sean .........................................................Brady Risk ManagementBrunken, Jeff .......................................................MGISBryant, Richard ....................................................ARK SyndicateBurditt, Brad .......................................................Associated Services in InsuranceCapell, Mel .........................................................Premiere Agency NetworkCarter, Brent ........................................................UAS RiskChasin, Larry .......................................................Pak Programs, LLCChatterton, Allen .................................................Chatterton Insurance, Inc.Chatterton, Bintou...............................................Chatterton Insurance, Inc.Chisholm, Claire ..................................................DTW1991Chouinard, Bryan ................................................UAS RiskCichon, Norbert ...................................................Carlson Capital, LPClark, Glenn ........................................................Rockwood Programs, Inc.Clark, Mike .........................................................Public Servants Defense AgencyColeman, Ben .....................................................C J ColemanCoogan, Edward..................................................BIA BrokerDale, Duncan .......................................................Dale Underwriting PartnersDavis, John ..........................................................Corporate Action HeroDavis, Sarah ........................................................Wilson ElserDawer, Ira ...........................................................Synergy Professional Associates Inc.Demont, Graham .................................................Demont Insurance AgencyDenham, Rachel ..................................................CFC UnderwritingDick, Andy ...........................................................SteadyCover
43
CHART-Exchange Attendees by Last Name
Djordjevic, Neno ..................................................Northshore Insurance ManagersDonovan, Daniel ..................................................DJD InsuranceDoran, Graham....................................................Prospect GeneralDornbusch, Douglas ............................................E N Dornbusch Agency Inc.Eastwood, Len .....................................................American Team ManagersEdwards, Lynn .....................................................NetRate SystemsEdwin, David .......................................................Liberty Specialty MarketsEngland, Adam ....................................................AegisEvans, Bill ............................................................All Risks, Ltd.Everette, Sam ......................................................Alabama Insurance AllianceFassbender, Bryan ................................................Fassbender InsuranceFahy, Bill .............................................................SIAA - Alliance Program ServicesFeldman, Ellie ......................................................SeQure Underwriters LLCFeldman, G. Philip ...............................................Wingman InsuranceFeltman, Alisha ....................................................NARSFerdowsi, Imaan ..................................................Franchise Risk Solutions, Inc.Fields, Bryan ........................................................Vantage AgoraFlanagan, Christopher .........................................Wilson ElserFleming, John ......................................................DTW1991Foley, Peter ..........................................................ProGroup Captive Management ServicesForney, Brad ........................................................BCF GroupFoster, Calvin .......................................................ArmSouthFountain, Aubrey .................................................York Risk Services Group, Inc.Gadbury, James ...................................................Prospect Insurance Brokers, Ltd.Gahagan, Douglas ...............................................Axon Underwriting Services, LLCGebhardt, Dave ...................................................Cost Financial GroupGiannetta, Karla ..................................................Promotions KartelGilkerson, H.E. (GENE) ........................................Allied Underwriting, Inc.Ginden, Daniel ....................................................SLB ProfessionalGleason, Daniel ...................................................ARMI Agency, Inc.Godfray, Jon ........................................................Barbican USAGoodman, Neil ....................................................York Risk Services Group, Inc.Gopalakrishnan, Arvind .......................................Vantage AgoraGrace, Kathryn ....................................................Wilson ElserGreen, Janna .......................................................Premiere Agency NetworkGregory, Mark .....................................................Wilson Gregory Agency Inc.Grubecki, Pawel ..................................................CFC UnderwritingGwynn, Tom ........................................................Barbican USAHall, Simon .........................................................C J ColemanHampton, Randy .................................................Axon Underwriting Services, LLCHankey, Tim .........................................................Ark SyndicateHanuschak, Michael ............................................American Eagle
44
CHART-Exchange Attendees by Last Name
Harvey, Jr., Phil ....................................................Venture Insurance ProgramsHeptner, Curtis ....................................................One Star Insurance Solutions, LLCHerron, Holly .......................................................Assure AllianceHoban, Luke ........................................................Liberty Specialty MarketsHodge, Laura .......................................................C J ColemanHughes, Chris ......................................................Merger & Acquisition Services, Inc.Hunt, John ..........................................................Hunt Insurance Group LLCHuver, Francis ......................................................Rockwood Programs, Inc.Jagroop, Sean ......................................................FortegraJames, Ronald .....................................................Vertus Insurance PartnersJhaveri, Abhijeet ..................................................ValueMomentum Inc.Kahlbaugh, Rick ..................................................FortegraKelsey, Kevin .......................................................Assured PartnersKelso, William ......................................................SPRISKAKing, Jeff .............................................................Murray Securus AgencyKlinger, Robert ....................................................Klinger Insurance GroupKlingler, Travis......................................................COST Financial GroupKlopfenstein, Vickie .............................................Daniels-Head Insurance Agency, Inc.Kochman, Cole ....................................................NARSLann, Kerri ..........................................................Rockwood Programs - Brokerage DivisionLann, Mark .........................................................Rockwood Programs - Brokerage DivisionLavenhar, Paul .....................................................PL CommunicationsLeighton, Nick .....................................................AegisLeman, Jeff .........................................................Evolution Insurance BrokersLemons, Richard ..................................................NARSLittlefield, Jonathan .............................................Hanover Specialty Insurance BrokersLively, Elizabeth ...................................................Daniels-Head Insurance Agency, Inc.Machiarullo, Steve ...............................................Universal Live AVMackinnon, Fiona ................................................Chaucer SyndicatesMadden, Jay ........................................................Hilb GroupMaestas, Kathy ....................................................Intervalley Insurance ServicesMangialardi, Matt ...............................................ClaimPilotMarburger, Wilton ...............................................Myers Risk ServicesMarcellino, Stephen .............................................Wilson ElserMarino, Dana ......................................................Enterprise Risk StrategiesMcCallin, Darryl ...................................................Rockwood Programs, Inc.McCrohan, Michele .............................................Synergy Professional Associates, Inc.McDonough, Judy................................................Triton GlobalMcKernan, Geof ..................................................NSM Insurance GroupMcLaren, Scott ....................................................FortegraMichels, Bryant ....................................................CorRisk SolutionsMickles, Robert ...................................................Universal Live AV
45
CHART-Exchange Attendees by Last Name
Miller, Danny ...................................................... York Risk Services Group, Inc.Moyer, Joe .......................................................... Van Dyk GroupMrotek, Kyle ....................................................... Actuarial Advantage, Inc.Murgio, Jason ..................................................... Merger & Acquisition Services, Inc.Murphy, Mary Jean ............................................. PL CommunicationsMyers, Top .......................................................... Myers Risk ServicesNeyland, Dennis ................................................. Neyland AgencyNorman, Debbie ................................................. Norman-SpencerNorman, Paul ..................................................... Norman-SpencerO’Connor, Kevin ................................................. McGowan & AssociatesO’Donovan, Jeremiah ......................................... O’Donovan InsurancePappas, Jon ........................................................ Potomac Insurance Network, Inc.Payne, Brian ....................................................... Field Insurance Agency of Surfside, Inc.Phelan, Robert ................................................... Tripoint InsurancePike, Joseph ....................................................... Chaucer SyndicatesPoeton, Tim ........................................................ State National CompaniesPolato, Cecilia .................................................... Decision ResearchPowell, Jonathan ................................................ Neon UnderwritingRahl, Tom ........................................................... NetRate SystemsRandolph, John .................................................. First Indemnity Insurance GroupRattner, Mark ..................................................... FortegraRedfern, Draye ................................................... Daniels-Head Insurance Agency, Inc.Redfern, Kenneth................................................ Daniels-Head Insurance Agency, Inc.Redfern, Trent ..................................................... Daniels-Head Insurance Agency, Inc.Regan, Tom ........................................................ Prospect Insurance Brokers, Ltd.Reiter, Richard .................................................... Wilson ElserRidinger, Bob ...................................................... ValueMomentum, Inc.Roberts, Nigel .................................................... AegisRoche, Brendan .................................................. AndesineRoselle, Matthew ............................................... SIS Wholesale Insurance ServicesRothstein, Jennifer .............................................. Kroll & AssociatesRuddy, Tom ........................................................ The Ruddy GroupSan Filippo, Nicholas .......................................... Comp-Care Brokerage, Inc.Santocki, Alicia ................................................... Wilson ElserSauter, Eric ......................................................... Wilson ElserSeifert, Fritz ........................................................ Insurance-Industry-Aimed Marketing, LLCSelvig, Kyle ......................................................... FortegraShannon, Mike ................................................... TriFit Business DevelopmentSharma, Kesh ..................................................... Barbican USAShrimpton, Christine ........................................... C J ColemanSilva, Vanessa ..................................................... Merger & Acquisition Services, Inc.Slapper, Bruce .................................................... Enterprise Risk Strategies
46
CHART-Exchange Attendees by Last Name
Smith, Mike ........................................................ PL Risk Advisors Inc.Somma, Matt ..................................................... Blue Chip Underwriting ServicesStrickland, Michelle ............................................ CorRisk SolutionsStroop, Mark ...................................................... NetRate SystemsStukis, Karl ......................................................... Fox Point ProgramsSullivan, John ..................................................... Herbert A. Sullivan, Inc. d/b/a Sullivan Risk Management GroupSurdel, Paul ........................................................ Merger & Acquisition Services, Inc.Swann, Jonathan ................................................ CFC UnderwritingTaylor, Steve ....................................................... Rockwood Programs, Inc.Testa, Wendy ...................................................... Wilson ElserTheders, Jonathan .............................................. RiskSOURCE Clark-ThedersThompson, Chris ................................................ Public Servants Defense AgencyTownsend, Andrew ............................................. Liberty Specialty MarketsWalsh, John ....................................................... WaterColor ManagementWarters, James ................................................... Preferred Reinsurance IntermediariesWash, David ....................................................... Zodiac Insurance Services, Inc. Webb, Jamie....................................................... Prospect Insurance Brokers, Ltd.Weber, John ....................................................... A.M. BestWeber, Robert .................................................... Wilson ElserWeen, Martin ..................................................... Wilson ElserWheeler, Joseph ................................................. The Wheeler FirmWhite, Krystal ..................................................... Fassbender InsuranceWhitton, Robert ................................................. Decision Research Corp.Williams, Karyn .................................................. Ark UnderwritingWillis, Dave ........................................................ Rough NotesWilshaw, Matthew ............................................. Atrium UnderwritersWilson, Thomas .................................................. Wilson ElserWirth, Rich ......................................................... York Risk ControlWright, Daniel .................................................... DTW1991Wyrsch Sr., David ................................................ The Van Dyk GroupWyrsch, Jeffrey ................................................... The Van Dyk GroupWyss, Stephen .................................................... Affinity Group Underwriters, Inc.Yager, Trent ........................................................ Associated Services in InsuranceYoung, Ryan ....................................................... Enterprise Insurance Consulting, LLC.
We wish to thank the following Vendor Partners for their participation in the
2017 CHART Exchange Event in Baltimore:
We wish to thank the following Vendor Partners for their participation in the
2017 CHART Exchange Event in Baltimore:
vantage agoraO P E R A T I O N A L E X C E L L E N C E
CHART ExchangeGlenn W. Clark, CPCUPresident, Rockwood Programs, Inc.3001 Philadelphia PikeClaymont, DE 19703(302) [email protected]
