Milestone Risk Management - Irvine, California

Okay, here’s a comprehensive overview of Milestone Risk Management, designed to be presented as a helpful recommendation:

Milestone Risk Management: A Reliable Partner for Business Insurance

For businesses seeking robust and dependable insurance solutions, Milestone Risk Management stands out as a premier resource. This established firm, located at 8 Corporate Park # 130, Irvine, CA 92606, United States, offers a comprehensive suite of services designed to safeguard your company’s assets and operations. Their dedication to Business-to-Business service, combined with their strong relationships with leading Insurance companies, allows them to tailor policies to meet the specific needs of diverse organizations. You can reach them directly at Phone: 9498520909 or visit their website at Website: milestonepromise.com. Notably, Milestone Risk Management is committed to accessibility, boasting a Wheelchair-accessible car park and Wheelchair-accessible entrance, ensuring a comfortable experience for all clients. Currently, they maintain 7 reviews on Google My Business, with an impressive average rating of 4.6/5 – a clear indicator of customer satisfaction.

Understanding Milestone’s Approach to Risk Management

Milestone Risk Management distinguishes itself through a proactive and consultative approach to Risk Management. They don’t simply sell policies; they work closely with clients to thoroughly assess their vulnerabilities and develop a layered defense strategy. This involves:

Comprehensive Needs Analysis: They take the time to understand your industry, operations, and potential risks.
Tailored Policy Recommendations: Based on this analysis, they curate a selection of policies from reputable insurers, ensuring optimal coverage.
Ongoing Support: Milestone provides continuous support, assisting with claims processing and policy adjustments as your business evolves.

Address: 8 Corporate Park # 130, Irvine, CA 92606, United States
Phone: 9498520909
Website: milestonepromise.com

It’s worth noting that Milestone Risk Management prioritizes client convenience, offering services designed to minimize disruption to daily operations.

Conclusion: A Recommended Partner for Peace of Mind

Based on client feedback and their established expertise, Milestone Risk Management presents itself as a valuable partner for any organization seeking to bolster its risk profile. Their commitment to personalized service, combined with their access to a broad range of insurance solutions, creates a compelling proposition. We strongly encourage anyone seeking a reliable and responsive insurance broker to explore Milestone’s offerings further. Visit milestonepromise.com today to schedule a consultation and discuss your specific needs – securing your business’s future has never been easier.

👍 Reviews of Milestone Risk Management

Russ S.

5/5

Ryan from Milestone helped my partners and I with policies for our new office space recently. The process was quick and easy. We had several holdups along the way (none caused by Ryan or Milestone) but they were quick to respond and help whenever we needed them. Highly recommend Ryan and the Milestone team!

Mark C.

5/5

I have known about Milestone Risk Management for about ten years and have attended their amazing leadership conference most of those years. Three years ago, I moved my business to Milestone and continue to be impressed. They are not a typical brokerage house. They take the time to dive in, look for gaps and most importantly, profile the real picture of my company to underwriters.
Once they had my business, the mundane stuff like certs, renewals and answering questions were handled just as expected from a firm that lives by their culture. Everyone from staff to leadership are professional and a pleasure to work with.

Anthony D.

5/5

I recently worked with Ryan Wakely when I needed some commercial insurance policies for my law firm. Ryan was diligent, efficient and effective and was able to get me my policies in a timely manner allowing me to secure a new lease for my business. Thank you Ryan!

Steve E.

2/5

Reached out to Milestone Risk Management via the internet. Received a call from Teresa Shen. I outlined what I was looking for and Teresa sent me a detailed email requesting additional information to prepare a quote for insurance. I furnished all the information requested and I received the following email the next week:

"Are you shopping the account with various brokers/agencies? Milestone operates as an exclusive broker for our clients. Therefore, if you have the account sent out to other brokers, we will have to respectfully decline the opportunity to quote your account."

A waste of time and extremely poor service, in my opinion.

Don C.

5/5

John and his other staff are top notch folks who want to always do the right thing for their customers. They deal with small to medium sized companies that need a bit more guidance in their HR and Workers Comp needs. Top notch and worth a call.

Scott E.

5/5

Ryan helped me with our coverage. He was able to help me save a considerable amount of money and provide additional coverage.

tarit T.

5/5

John and Emily at milestone is the best.