Expand, Support, and Earn
Why Partner with SRA
Proactive Compliance
We stay ahead of the curve. Our team works closely with top-tier experts to keep plans aligned with the latest regulatory developments.
Insurance Expertise
We’re risk managers, not tax advisors. With decades of P&C experience and industry designations like CPCU and ARM, we specialize in administering 831(b) Plans for business owners.
Residual Revenue
Receive ongoing revenue-sharing opportunities while delivering measurable value to your clients.
Experience, Expertise, and Compliance
The SRA Difference
Not all 831(b) administrators are created equal. SRA prides itself on being a leader in the 831(b) space. We set ourselves apart through our commitment to transparency, risk management, and unwavering support for our clients.
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How the 831(b) Plan Works
Like your clients, every plan is unique. An 831(b) Plan allows businesses to set aside tax deferred funds for under or uninsured risks.
Enterprise Risk Management Plans
From brand protection to data breach to disputes, deductibles and more. Enterprise risk solutions to self-insure a growing risk landscape
Safe Harbor Plan
Service contracts, warranties, and protections plans can brought in house and funded thought an 831(b) Plan to turn a cost center into a profit center.
Let’s Find Out
Who’s a Fit?
We’ll help you identify the right clients for 831(b) Plans and provide case studies to showcase real-world results.
- Revenue Levels: Generally $2M – $100M+ annually.
- Industries Served: Agriculture, healthcare, manufacturing, retail, technology, construction, service industries, real estate, and more.
Learn, Connect, and Stay Ahead
Education & Resources
- Quarterly Webinars Virtual training and case study deep-dives.
- Events & CPE Invite us to speak at client or industry events, or attend our accredited CE/CPE in-person sessions.
Strategic Partner Proven Process
How We Work Together
From Day 1 to Year 10, we’re in this with you.