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For More Information:

Kevin Saunders
Client Engagement Manager







SMA’s Advisory Retainer Service is a high-touch engagement model tailored to how our clients want to engage with SMA’s experienced partners and access our vast knowledge and research libraries. This service offers a blend of face-to-face meetings, calls, texts, emails, and access to digital content including research notes, executive-ready presentations, videos, and webinars.

Our Advisory Retainer Service has four major components:

Strategy Day

A customized day that delivers high-powered strategic advice and forward-thinking insights geared toward validating and augmenting your strategies to deliver a tailored action plan for your company.

On-Demand and Scheduled Calls

Direct interactions and collaboration with SMA Partners make SMA an extension of your team. The service includes formal monthly calls as well as ad hoc interactions – based on your strategies, plans, and needs.

Knowledge & Research Libraries

Full access to SMA’s forward-thinking knowledge and libraries, where SMA’s digital content is delivered in the form of published research notes, executive-ready presentations, on-demand webinars, and 10-minute video short takes.

SMA Summit

Complimentary and discounted passes to the annual SMA Summit, a day filled with the forward-thinking transformational stories from the industry’s leaders and innovators. The SMA Summit is regarded as one of the best insurance conferences of the year.