| Contact Us

About SMA

Strategy Meets Action (SMA), is a strategic advisory firm delivering advice, consulting services, and published research to insurers, solution providers, and InsurTech startups. We provide insights and guidance to help our clients bridge today’s business strategies, plans, and technology investments to the new world of customer experience, digital transformation, emerging technologies, and InsurTech. Exclusively servicing the insurance industry, our mission is to help our clients excel today and position for tomorrow with the right technology decisions as unprecedented changes take place in our industry.

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.