Who We Are
Passionate about insurance and human resources. Committed to helping your business succeed.
We Protect the Promises You Make
The Milestone Promise
As a business leader, you make promises to your family, employees and employees’ families that the business is well-protected in case anything should go wrong, with safe operations in place.
As your strategic partner, Milestone Risk Management ensures you have the right insurance coverages and well-managed HR operations in place to protect these crucial promises that you make.
Experience the Milestone Difference
Get better coverage
We facilitate a productive partnership between you and the carrier in which the nuances of your business, including your risk-lowering programs, are showcased and understood. It’s a unique approach that results in lower premiums, better coverage and an amazing client experience.
Reduce or eliminate problems
You’ll love the way our proactive processes – such as helping you install risk management and safety programs, monitoring your key metrics if you have auditable policies, and beginning the renewal process 120 days out – prevent problems and unpleasant surprises for you.
Receive amazing service
You’ll have an insurance advisor who can handle both standard and difficult-to-place business, who has taken the time to understand your operations, risks, gaps and exposures. Our Human Resource and OSHA consultant partners help you maintain both excellent and compliance.
Achieve greater success
Education is another aspect of our commitment to your business’ success. From an annual leadership summit at which your leadership team can learn from top industry experts to hands-on classes and more, our value-added programs are designed to help your company grow.
Get Relationship-Driven Results
Since our founding in 1987, Milestone’s approach has been based on relationships…
It starts with an in-depth assessment that helps us understand your business and goals as fully as possible. We keep in close contact after that. It’s a very personal approach that ensures you get the right insurance coverages and HR assistance for your needs.
Thanks to our close, long-term relationships with the carriers, we’re able to determine the best fit for each situation and then help these carriers understand who you are, what you do and what your risks are.
Most brokers keep clients and carriers at arm’s reach from each other. Milestone takes a different approach, bringing you and the carriers together in a way that helps them offer better pricing to you.