Todd Welch
CEO
Your agreement is received. Welcome to Charter Partners.
Your membership agreement has been received and is being finalized. Once complete, a fully executed copy will be emailed to you. In the meantime, start your onboarding below.
Start Your Onboarding
First 90 days
Orientation Meeting
Schedule An Onboarding
Month 1
Meet your onboarding team and get set up on the platform. We'll walk you through your member dashboard, group dynamics, risk reporting tools, and your first action items as a new member.
Familiarize Yourself With Claims Reporting Practices
Right Away
Designate one internal point of contact for claims. Report incidents promptly — early reporting reduces costs for the group. Catastrophic claims involving serious injury or lawsuit risk require immediate escalation.
New Member Requirements
Attend An Onboarding
With CP Team
End Of Month 1
Attend A Workshop
Meet Your Fellow Members, Collaborate
First 3 Months
Take Two Required Courses
Your Leadership Team
First 12 Months
Get Familiar With Standards and Policies
Through Courses
First 12 Months
Drive Losses Down
Using Leadership, Community, & Legal Knowledge
Always
Required Course Examples
Required Course
Legal 101 Covering Your Assets
First 12 Months
This session gives members a clear understanding of how liability works inside a captive, what litigation actually looks like, and what steps to take when something goes wrong. It focuses on real practices that protect people, operations, and the shared fund. Members will learn how to preserve evidence, follow proper procedures, and respond in ways that strengthen their position.
Required Course
Leadership 101
First 12 Months
The culture you build determines the risk you carry. Leaders who foster trust and accountability see fewer catastrophic incidents. Learn how your behavior at the top shapes safety outcomes at every level of your business.
Workshop Examples
Workshops are interactive and collaborative sessions where members work together to explore challenges, share ideas, and build solutions. Unlike courses, workshops focus less on information delivery and more on persistence, discussion, and hands-on engagement. Sessions like STR training, financial workshops, or "Never Again" discussions encourage active participation and rely on the contributions of the group. Its a chance get your voice heard and test ideas.
Summary
Charter Partners exists to deliver long term stable insurance to its members
We do this through peer leadership, claims excellence, foundational education, and proactive risk management. The heart of our offering and our true advantage is our community.
In the months ahead, you'll have access to a community that takes that commitment seriously. Members who share claims data openly, participate in workshops that sharpen how they manage risk, and grow their businesses by understanding exactly where exposure lives.
This isn't just coverage. It's a culture of continuous improvement. Show up, stay curious, and build smarter to keep your group's loss ratio low and your business moving forward.
