Your business is properly protected when its operations are thoroughly understood by your insurance broker and carrier. We begin that reality with our Total Assessment Program (TAP) to ensure there are no gaps in coverage leaving your business vulnerable to an uncovered loss. At Milestone, we don’t replicate another broker’s mistakes at a lower cost. We innovate and integrate to provide the assurance that your most valuable asset will be protected in case the unthinkable happens.
We exclusively encompass the insurance field to give you the ease of mind of protecting the promises you make to your business, your clients and your employees by understanding you, partnering with you and growing with you.
Innovative Insurance Solution
We give our clients a direct connection to the best suited insurance carrier and help build a solid relationship between both parties
Free Business Consulation
At Milestone our personal approach to you and your business extends to our free consultation. We will help you identify with our TAP program the areas for consideration and showcase you and your business to the correct carriers for your needs.
Typical Policy Types
- General Liability
- Professional Liability
- Business Owners Policy (Small Businesses)
- Erros and Omissions
- Personal Account Executive
- Total Assessment Program
- Access to Best California Carriers
- Strategic Partnership