949 852 0909
8 Corporate Park, Suite 130 Irvine CA 92606
letstalk@milestonepromise.com

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.

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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.

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Human Resources

Maintaining compliance with ever-changing state and federal laws is a moving target for your business… and one mistake can be costly.

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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.

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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.

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Workers Compensation

Our workers compensation insurance protects your employees and your business from work-related issues.

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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- $1B+.

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 Focused

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.