At a Glance

Charles Taylor delivers tailored management services to support the unique structure of mutual insurers. We act as a seamless extension of your team, bringing operational expertise and deep regulatory insight while aligning with your mission to serve members first. Our integrated approach helps mutuals run more efficiently, stay compliant, and grow sustainably.

Rooted in Service. Powered by Experience.

Charles Taylor supports mutual insurers with tailored, full-service management built around the unique dynamics of policyholder-owned structures. From strategy to operations, we help mutuals thrive with efficient execution and transparent governance.

Rooted in Service. Powered by Experience.
We Understand Mutuals

Mutuals operate differently—and so do we. Our teams work closely with boards, member committees, and executive leadership to ensure day-to-day operations reflect your mission and fiduciary obligations. You get the tools and expertise of a national firm, with the care and customization your members expect.

We Understand Mutuals
What We Deliver

• Underwriting and program design

• Claims and litigation oversight

• Policyholder support services

• Regulatory and board compliance

• Financial and investment reporting

• Technology tools built for members

 

What We Deliver
130 Years of Mutual Success

From newly formed mutuals to long-standing insurance cooperatives, Charles Taylor brings over a century of experience managing community-driven insurers. Our teams understand how to balance cost, compliance, and continuity—while honoring the member-first model.

130 Years of Mutual Success

Get in Touch

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