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About SMA

Strategy Meets Action (SMA) is a leading strategic advisory services firm exclusively serving the insurance industry. Working with both business and technology leaders, we are a trusted and valued advisor to hundreds of companies and an instrumental influencer across the industry. SMA, a Boston-based firm founded in 2007, offers consulting and advisory services for Property and Casualty and Life and Annuities companies, as well as the technology, data, services, and solution providers that support it. 

The SMA Mission

Our mission is to help the insurance industry transform into a leading 21st century business that continues to thrive in the complex digital world. We will advise and guide one customer at a time, bringing clarity to the possibilities, identifying viable opportunities, and linking to the right strategic investment for success. We provide the path and tools for re-energizing insurers to become Next-Gen Insurers and guide the insurance ecosystem to provide the right next-gen products and services to fuel innovation and transformation.


The SMA Team

What makes SMA unique is our first-hand industry experience in top industry issues. Our partners have worked for industry leading organizations including Zurich, ACE, Liberty Mutual, Mutual of Omaha, CUNA Mutual, IBM, CGI, KPMG, and TowerGroup. We give you real-world answers to real-world issues.

WBENC-Certified Women’s Business Enterprisewbenc 175

Strategy Meets Action is certified as a women’s business enterprise by the Women's Business Enterprise National Council (WBENC), the nation’s largest third-party certifier of the businesses owned and operated by women in the U.S. We recognize the commitment to supplier diversity that is embraced by corporations and government agencies today and we can add diversity to your supply chain.