Advisory Retainer Services

SMA is the only advisory firm that offers insights and research across all lines of business, covering the entire P&C ecosystem – including carriers, distributors, vendors, and InsurTechs.

Factsheet PC Ecosystem Graphic

SMA provides forward-thinking insights, deep vendor knowledge, and vast industry experience with tailored offerings. We enable our clients to develop transformational strategies, make informed decisions, and establish pragmatic competitive roadmaps. Our advisory offering for insurers includes:


View a 10-minute video featuring SMA Senior Partner, Deb Smallwood and SMA Partner, Mark Breading discussing how SMA supports P&C insurance carriers in their transformational journeys: 

SMAAdvisoryServicesVideo 10min

Download SMA's Advisory Services Offering Fact Sheet.