Milestone Risk Management
"We Protect the Promises you Make"
Business Insurance
We innovate and integrate to provide the assurance that your most valuable asset will be protected in case the unthinkable happens.
Risk Management
Through a well-crafted safety and risk management program, we showcase your business to the insurance carriers who specialize in your business sector, resulting in lower premiums.
Human Resources
Maintaining compliance with ever-changing state and federal laws is a moving target for your business… and one mistake can be costly.
Group Benefits
We consult with our clients on the rapidly changing rules and regulations that make full compliance a maze of unknowns and unnecessary stress.
Personal Insurance
The owner and key executive’s stock are all held personally, so ensuring that you and your key executives have the proper personal coverage in place is critical.
Workers Compensation
Our workers compensation insurance protects your employees and your business from work-related issues.
Milestones in Leadership Summit
Join us on May 17 2019 at the Hyatt Regency, Huntington Beach, for Southern California's Premier Leadership Event.
The Milestone Customer
If you’re looking for a risk management and insurance broker who provides services that are designed specifically for you and your business, Milestone Risk Management is the perfect fit. Our clients usually hold privately-owned companies with a diverse range of risks and often turn over between $1 million- $100 million.
Working with Milestone Risk Management is more than just a business transaction, it’s a partnership.
Milestone Risk Management
The Milestone Promise
We Protect the Promises You Make
To truly understand the value of a company, one must not just look at the brand and the offering; they must look at the heart behind the company – or what we call "the who behind the what.” Although we deliver exemplary risk management solutions, the story behind Milestone speaks volumes about who you are doing business with, and will provide a certainty about our commitment to you, your business, and your success… both professionally and personally. It reveals the true nature of why we are so passionate about insurance and helping you secure your future. It uncovers the spirit through which we conduct business and will make Milestone the obvious choice over any other provider. We promise!
The Milestone Story
When you, Milestone and yes… even the insurance carrier all win, real partnership and real value begins for you. Milestone Risk Management Services has spent the last 25 years discerning client / carrier relational fits through understanding their client’s business at a truly intimate level. We uncover your best practices and how you are lowering your risk, then showcase your commitment to excellence to the carriers. The results are lower premiums, more comprehensive coverage and a better client experience. It also allows you to focus on building your business, protects your interests down to the detail and ensures you can keep the promises that you make.
Client Focussed
We strive to understand our clients as fully as possible and we focus on the detail, so you can focus on building your business.
Best Insurance Solution
We are experts in understanding risk, giving you the right coverage for your business.
Partnership Driven
We make sure we create a personal relationship with all of our clients because Milestone is about real partnership and real value, and that all starts with you.
Our Offering
Business Insurance
Trust us to spend time solving your risk queries. We use innovative thinking to make sure your...
Risk Management
Safety is our number one priority. We’ll manage your portfolio with great care and attention, so you...
Human Resources
Laws are constantly changing. Our consultants are always up-to-date so we can confidently assist you...
Group Benefits
We offer a full suite of group benefits and assist our clients in maintaining coverage during these...
Personal Insurance
Our Total Assessment Process ensures that you have sufficient coverage to protect every aspect...
Workers Comp
Our workers compensation insurance protects your employees and your business from work-related...
Find Our Nearest Office
We provide quality services to leading companies across Southern California and beyond, visit us today.
Call Us for Any Questions
949 852 0909
Free Consultation
Let our expert team listen to your business needs today.
What People Are Saying
We Understand You
We Help You Improve
We Showcase You
We Help You Grow
