A Depth of Expertise

What our Clients Say:

“Love the team. Everyone is very attentive to our needs in a kind, professional and responsive way.”
- Debbie Morrison Controller, Fallon Clinic


Customer Survey Results Management Team


Our business is about our people. A client’s experience is dependent largely on the quality and depth of their account team. At SRS we have taken several steps to ensure that our clients have access to experienced, qualified captive insurance professionals.

Experienced personnel

As a firm we have made a conscious effort to hire and retain experienced captive insurance professionals in our business.

Motivated staff

As captives are our sole focus, our incentive programs are designed specifically for our captive management and consulting personnel. This puts our captive account teams at the center of our firm, not the periphery. Their interests are aligned with those of our captive clients.

Account team structures

All our account teams include a Director of the company providing clients with direct access to the senior management of the firm. All of our Directors have an ownership interest in the firm providing a long term commitment to our success and our clients.

One firm approach

We operate as a single firm across our different domiciles and consulting practice. Our professional and operating standards are uniform between domiciles and our technology platform allows us to work seamlessly across offices. We bring the best available resources to benefit our clients regardless of location.

Our staff have received high ratings in our customer surveys for their responsiveness and attention to detail. We have not experienced high levels of staff turnover and many of our staff are long-term employees.