Rancho Mesa Hosts BHHC and Clients at Aztec Football Game

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

On Saturday, September 20, 2025 Rancho Mesa employees were joined in the Snapdragon Stadium suite box by members of Berkshire Hathaway Homestate Companies, E.L. Hobbs and Fuller Electric to witness a historic night of San Diego State football.

“We are always so grateful for time spent with our friends at Berkshire,” said Daniel Frazee, Executive Vice President with Rancho Mesa. “They are truly a part of our Rancho Mesa family and we feel so fortunate to be partnered with them. Go Aztecs!”

The Aztecs put on quite the show, beating the California Golden Bears 34-0 and improving their record to 2-1. The shutout marks the first time SDSU has held a current team from a power conference scoreless since 1975.

Rancho Mesa Strengthens Industry Bonds at IICF San Diego Bowling Tournament

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

On Thursday, August 28th Rancho Mesa attended the IICF San Diego Bowling Tournament at Mira Mesa Lanes.

Members of the Rancho Mesa team spent the afternoon throwing strikes and spares alongside our carrier partners and other insurance professionals. The event was a positive way to strengthen relationships within the industry while also giving back to the community.

“Relationships are crucial for our business, and they make it possible to more effectively serve our clients,” said Matt Gorham, Account Executive with Rancho Mesa. “Events like this create opportunities to foster and further connections with our carrier partners, helping to promote open, honest communication with underwriters and underwriting managers.”

Rancho Mesa was proud to support the event, as over $40,000 was raised to benefit local San Diego nonprofits through the IICF Community Grants Program.

Visit IICF San Diego’s website to learn more about the organization and how you can get involved.

Sun, Fun, Team Bonding: Rancho Mesa Celebrates Summer at Mission Bay Resort

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa made the most of the warm weather at this year’s company summer party. On Saturday, August 9th, employees and their loved ones gathered at Mission Bay Resort for an afternoon of food, drinks, and friendly competition.

The team got to enjoy some delicious barbecue and cold drinks before taking each other on in ping-pong, Jenga, and cornhole all followed by s’mores around the fire.

It was a great chance for our team to relax alongside their families, and celebrate all the hard work that happens year-round. Thank you to everyone who joined us—we’re already looking forward to next year’s event!

19 Years Strong: Rancho Mesa Named IIAB National Best Practices Agency

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc

Rancho Mesa Insurance is honored to be awarded the Independent Insurance Agents & Brokers of America's (Big “I”) Best Practices Agency designation for the 19th consecutive year.

The IIAB defines insurance companies who achieve the Best Practices Agency title as elite industry leaders. This year, over 1,100 agencies throughout the U.S. were nominated to compete for the designation. The agency submissions were scored and ranked objectively on a variety of performance factors. Rancho Mesa was one of only 348 agencies that scored high enough to qualify as a Best Practices Agency.

“Being selected as a Best Practices Agency now for the 19th consecutive year is something I’m extremely proud of,” Rancho Mesa President and CEO, David Garcia, said.

Each year, the data submitted by these top-performing agencies serves as the foundation for the Big “I” Best Practices Study, which is used as a benchmark for other agencies to measure their performance and adjust their businesses based on best practices guidelines.

“The award is one that you have to continually earn the old fashion way, by future of your financial stability, expertise and the services you offer both your clients and employees. With around 39,000 insurance agencies in the United States, being one of just a few hundred agencies honored is really special,” Garcia said.

For nearly two decades, Rancho Mesa has prioritized excellence across all categories of business. The National Best Practices Agency Award serves as a reminder that we’re doing things right, by way of our growth, financial operations, and client care. 

To learn more about what it takes to be a "Best Practices Agency," visit www.independentagent.com/best-practices.

Rancho Mesa Employee Referral Program: Rewarding OneofOne® Talent

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa believes great people know great people, an idea recently demonstrated by Client Managers Amy Johnston and Kevin Dwyer through our Employee Referral Program.

Amy received a referral bonus after recommending Kevin for our open Client Manager position in the Construction Group. Kevin officially joined the team last month, and we were excited to welcome him to the Rancho Mesa family.

The Employee Referral Program recognizes and rewards team members who help our team grow by bringing in top talent. Once a referred candidate is hired and completes a number of employment days, the referring employee receives a bonus as a sign of appreciation for their contribution.

The program has become a valuable resource for attracting qualified professionals while cultivating community at Rancho Mesa. We are thankful to Amy for setting a OneofOne example.

Rancho Mesa Sponsors NAWIC San Diego Annual Golf Tournament

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

On Friday, July 25, Rancho Mesa was proud to sponsor NAWIC San Diego’s 3rd Annual Paula Covert Memorial Golf Tournament at Twin Oaks Golf Course in San Marcos, CA.

Partner Alyssa Burley, Marketing & Media Communications Specialist Megan Lockhart and Client Technology Specialist Brenda Khalil handed out snacks, refreshments and Rancho Mesa koozies while connecting with tournament participants at our table on Hole 11.

Players could also subscribe to one of our email newsletters for a chance to win two Padres tickets.

Rancho Mesa was grateful to NAWIC for hosting this fun-filled event that offered us the opportunity to network and build stronger relationships within the industry.

Rancho Mesa Attends San Diego ASA Annual Awards and Installation Banquet

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa’s Surety Group Leader Andy Roberts and Surety Relationship Executive Anne Wright were in attendance for the San Diego Associated Subcontractors Alliance (ASA) 35th Annual Awards and Installation Banquet on Friday, July 18, 2025.

ASA rolled out the red carpet at Humphrey’s by the Bay for a night of cocktails, dinner, and industry awards to celebrate the achievements of its members.

San Diego ASA brings together subcontractors, specialty trade contractors and, construction industry suppliers, providing them with support, resources, and networking opportunities. Anne Wright previously held positions as ASA’s President, Board Member, and Chairperson.

Rancho Mesa’s Christina Haake Accepts Emerging Leader Award at I-Day

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa had a reason to celebrate at this year’s Greater San Diego Insurance Day (I-Day), hosted by The Independent Insurance Agents and Brokers (IIAB) of San Diego.

On Tuesday, May 20, 2025 our team joined other insurance companies, agents, and carriers at the Town and Country Resort and Convention Center in San Diego, CA for the annual I-Day luncheon and awards ceremony.

Rancho Mesa’s Christina Haake was presented with the Emerging Leader Award for her contributions to the industry.

“Over the last few years, Christina has shown her willingness and aptitude for leadership,” Alyssa Burley, Partner with Rancho Mesa, said. “Throughout her time with PWI, she has chaired, co-chaired, or volunteered for countless events. We are so proud of her and her willingness to give back to the industry and her community.”

Christina began her insurance career with Rancho Mesa as a Client Coordinator in 2011. She was promoted to Client Manager in 2015 before accepting her current role of Senior Client Manager in 2022.

Rancho Mesa Celebrates Partners and Clients with Fiesta Friday 2025

Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

Fresh tacos, live music and sunshine set the scene on Friday, May 9, as Rancho Mesa hosted its annual Fiesta Friday event on the lawn and recreational space of its Mission Valley office.

A beloved tradition, the event brought together employees, clients, and carrier partners to an outdoor Cinco de Mayo-inspired party.

The event featured a live band, street tacos, a churro stand, and tequila tasting. Guests socialized, enjoyed delicious food and sipped Don Pilar Extra Añejo and Komos Añejo Cristalino at the tequila tasting table, and voted on their favorite.

Rancho Mesa President Dave Garcia thanked guests for attending and drew names for the raffle. Winners took home one bottle of tequila.

Rancho Mesa is grateful for the clients and partners who attended Fiesta Friday 2025, making it such a success. We enjoyed spending the afternoon connecting with our guests and are thankful for their dedicated relationship to the brokerage.  

Rancho Mesa Hosts Hands-On SafetyOne™ Workshop

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

On Friday, May 2nd, 2025 Rancho Mesa hosted The SafetyOne™ Advantage: Mastering Rancho Mesa’s Safety Platform, presented by Media Communications and Client Services Partner Alyssa Burley and Client Technology Specialist Brenda Khalil.

Attendees were given hands-on instruction on how to effectively use the SafetyOne website and mobile application to streamline safety practices within their company.

Participants were guided through key features on the administrative website including Mobile Forms, Observations and Toolbox Talks. The session also included an interactive overview of the mobile app.

Attendees were able to ask questions and receive answers from Rancho Mesa’s in-house experts, ensuring user confidence and maximizing safety benefits.

“This hands-on workshop went better than expected and the feedback we got from our clients that attended was fantastic. Introducing our client's to the platform prior to the workshop really helped them understand the steps we walked them through as well,” Khalil said. “Putting together this hands-on approach to teaching our clients how to get started with implementing SafetyOne™ was truly a success.”

For more information about the SafetyOne platform, contact your Client Technology Specialist.