Expand, Support, and Earn
Why Partner with SRA
Expand Your Offerings
Introduce clients to risk management strategies that most have never considered.
Support Client Success
Help them weather financial disruptions, protect cash flow, and preserve long-term growth.
Earn Referral Benefits
Receive 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. With SRA, you get:
Proactive Compliance
We partner with leading tax and legal experts to keep every plan aligned with evolving regulations.
Residual Revenue
Earn ongoing income each year your client renews their 831(b) Plan.
Insurance Expertise
With 30+ years in P&C and credentials like CPCU and ARM, we design and manage plans that last.
Take Charge of Your Insurance with Captive Solutions
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 NASBA-accredited CPE sessions.
Strategic Partner Proven Process
How We Work Together
From Day 1 to Year 10, we’re in this with you.