Montgomery Risk Partners
Independent commercial insurance brokerage.
We work with Bay Area businesses to buy and renew commercial insurance, handling the market process and explaining the choices along the way.
Our approach
We do the reading and the follow-up.
Commercial insurance involves more than getting a price. A proposal needs to make sense for your operations and the commitments you have made to customers, landlords, or lenders. We read those requirements alongside the offered terms.
Montgomery Risk Partners takes your account through the market and explains the response. We handle the submission, pursue answers to open questions, and help you choose with an understanding of the coverage and its limits.
The people behind Montgomery.
Leadership titles and responsibility summaries are awaiting client verification before publication as formal biographies.
Reggie Ashworth
Role pending verification
Responsibility summary pending verification.
Dmitri Sokolov
Role pending verification
Responsibility summary pending verification.
Miles Castellano
Role pending verification
Responsibility summary pending verification.
Writers in the Insight Library.
Rajesh Kanna
Editorial focus: Contracts and field operations
Salman Baig
Editorial focus: Property and professional risk
Priyanka Vasudevan
Editorial focus: Payroll and liability layers
Zara Hashmi
Editorial focus: Cyber and financial controls
Tanya Oberoi
Editorial focus: Hospitality and renewals
What we handle
The work behind your insurance.
Understand what needs insuring
We ask how the business operates and read the insurance requirements in your contracts. Existing policies give us a starting point, including anything that needs changing.
Handle the market process
We assemble the account information and supporting documents, request terms, and deal with follow-up questions from the market.
Explain our recommendation
We compare the premiums and policy wording. You hear why we favor an option, where its limits matter, and which questions remain unresolved.
Work through the decision
Once you choose an option, we coordinate the remaining paperwork with our brokerage partners. At renewal, we revisit the account for changes in the business.
Put this to work on your account.
Book a call and we will start with the business, the contracts, and the renewal date.