Take Charge of Your Insurance with Captive Solutions

Onboarding Application

Please follow the instructions below to proceed with your onboarding application:

I’m a Business Owner

I have been in contact with someone at SRA: Please reach out to your designated contact for a personalized application.

I have never spoken to anyone at SRA: Please contact us or see if you qualify. We look forward to talking to you.

I already have partner portal access: Please submit your candidates via the Partner Portal.

I need partner portal access: Please reach out to your designated Account Executive for more information.

Unsure who your Account Executive is? Please contact Dee Hazen via email at dee@831b.com or call (208) 424-2249 for assistance.

When the Unexpected Happens

Clients of SRA can file a claim with their 831(b) Plan through Cardinal Point Insurance.