Member Entitlements

HOW ARE
OUR SERVICES
DIFFERENT
FROM AN
INSURANCE
COMPANY?

Risk Management

Hands-on risk management advice from a risk manager with over 25 years of experience managing educational entity risk.

Safety & Loss Control

Comprehensive safety inspection and detailed report (with online mitigation tracking and budgeting capabilities). Policies and Procedures Evaluation and report.

Claims & Mitigation Management

This includes assistance with activities, trips, permission/waiver forms, transportation issues, fundraisers, internal procedures, playground management, etc.

Other Services

CharterSAFE is focused on stabilized insurance rates, using a combination of self insurance, reinsurance and conventional insurance to best ensure cost savings year-to-year.

Whitney Delano

Managing Director, Operations and Insurance

 

Phone & Fax: 916.880.3465

wdelano@chartersafe.org

Jennifer Rubin

Dan Berry 

Director, Insurance and Member Services


Phone & Fax: 916.880.3469

dberry@chartersafe.org

Egan Yu

Senior Manager, Insurance and Member Services


Phone & Fax: 310.984.6611

eyu@chartersafe.org

RISK MANAGEMENT

  • Hands-on risk management advice from a senior risk manager
  • WeTip membership
  • Human Resource Consultation
  • Contract review
  • Unlimited online training and risk advisory information via SafeSchools.
  • Foreign and out-of-state travel advice and procedures.
  • Monthly newsletter with risk management topics specific to charter schools.
  • Sample forms and templates.
  • Access to webinars on timely HR and Risk Management topics.

SAFETY AND LOSS CONTROL

  • Comprehensive safety inspection and detailed report (with online mitigation tracking and budgeting capabilities).
  • Policies and Procedures Evaluation and detailed report.
  • Certified Playground Inspection and detailed report.
  • Unlimited online employee training via SafeSchools.com (mandated training and elective training).
  • The provision of in-person training programs, such as utility cart safety, traffic control studies, emergency preparedness, anti-bullying, ergonomics, etc.
  • Train-the-trainer programs including lifting/back safety, ladder usage, emergency planning, tailgate training, etc.
  • Self-inspection safety checklists for members.

CLAIMS & LITIGATION

  • 24-hour claim reporting hotline and emergency access to the Claim Manager.
  • In-person training on claim reporting and claim management.
  • Workers' Compensation claim reviews.
  • Workers' Compensation cost containment such as utilization review, nurse case manager, return to work information, and subrosa investigations.
  • Information about litigation trends in the charter school community.

OTHER SERVICES

  • CharterSAFE JPA is a non-profit organization that is operated by a board of charter school leaders for the sole benefit of charter schools.
  • CharterSAFE is focused on stabilized insurance rates, using a combination of self insurance, reinsurance and conventional insurance to best ensure cost savings year-to-year. CharterSAFE is less susceptible to the volatilities and ups-and-downs of the insurance industry.
  • As a non-profit organization, we are able to expand the program to include the provision of charter school-specific Risk Management, Safety and Human Resource Consulting services.
  • When members conduct due-diligence insurance bidding, we provide them with an objective evaluation and comparison of insurance bids from other insurance providers.
  • CharterSAFE offers flexible premium installments.
  • CharterSAFE conducts annual bidding of insurance products and ancillary services on behalf of its members.
  • Typical 24-hour turnaround time on Certificates of Insurance and most other services.