Rancho Mesa Insurance Services, Inc. Honored with Best Practices Agency Designation for Eighteenth Consecutive Year

Rancho Mesa Insurance Services, Inc., has been awarded by the Independent Insurance Agents & Brokers of America (Big “I”) as a Best Practices Agency for the eighteenth consecutive year.

This prestigious recognition is given to an elite group of agencies that undergo a comprehensive analysis of their methods, practices, and financials to determine who is the best in the industry. Out of approximately 35,000 independent insurance agencies in the U.S., 2,600 were nominated and only 235 were selected this year for this distinction. In California, Rancho Mesa stands out as one of a select few agencies to earn the Best Practices status.

To qualify, an agency must first be nominated. Following the nomination, it must submit detailed financial and operational information, which is then analyzed, scored, and ranked objectively based on operational excellence, including outstanding customer service, growth, stability, and financial management. Each agency must be among the 35-45 top-performing agencies in its revenue category to be awarded Best Practices status.

The data collected from these Best Practices independent insurance agencies is studied and used to establish benchmarks, enabling other agencies to measure their performance and adapt their businesses based on the best practices guidelines established through the study.

“This award is incredibly challenging to achieve, and I am immensely proud of our team's sustained efforts. Congratulations to everyone at Rancho Mesa for your dedication and hard work,” said Dave Garcia, President of Rancho Mesa.

Each year, the Big “I” publishes its "Best Practices Study," which includes financial and operational data collected from agencies across the United States. The 2024 Best Practices Study will be available later this year and will feature a list of all the Best Practices Agencies by state, as well as the study's results.

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

Rancho Mesa Expands Ownership Welcoming Four New Partners

Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is excited to introduce its newest partners to the ownership team, Account Executive Jeremy Hoolihan, Account Executive Kevin Howard, Accounting Manager & Office Administrator Lori Stone, and Media Communications & Client Services Manager Alyssa Burley. These individuals have been offered ownership stakes in recognition of their contributions and dedication to Rancho Mesa’s success.

Unlike traditional practices that limit ownership to account executives, Rancho Mesa has extended this opportunity to key support staff members, acknowledging success is a collaborative effort that involves contributions from every department.

"I’m so excited to welcome Jeremy, Kevin, Alyssa and Lori as new partners. This obviously represents how much they have all meant to the business success of Rancho Mesa but also just what amazing people they all are. They are not just business partners to me but, most importantly, friendships I cherish." said Dave Garcia, President of Rancho Mesa.

Rancho Mesa's commitment to recognizing achievements at all levels not only celebrates its team members' accomplishments but also signifies a commitment to promoting a workplace where every individual, regardless of their role, is empowered to contribute to the company's overall success.

Rancho Mesa's Unbroken Streak: 17 Years of Excellence Recognized in National Best Practices Competition

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

Rancho Mesa Insurance Services, Inc., a leading Southern California-based commercial insurance brokerage firm, has been awarded the Independent Insurance Agents & Brokers of America's (Big “I”) Best Practices Agency designation for the seventeenth consecutive year.

An elite group of agencies endure a comprehensive analysis of their methods, practices and financials to determine the best agencies in the industry. Of the roughly 35,000 independent insurance agencies in the U.S., only about 150 across the nation were chosen this year for this distinction. In California, Rancho Mesa is among about a dozen agencies to earn the Best Practices status.

In order to participate, an agency must first be nominated by the Big “I.” Then, it must submit detailed financial and operational information which is analyzed, scored, and ranked objectively based on operational excellence, including: outstanding customer services, growth, stability, and financial management.

The data collected from these Best Practices independent insurance agencies is studied and used to establish benchmarks in which other agencies can measure their performance and adjust their businesses based on the best practices guidelines established through the study.

“This is an award that is difficult to achieve, so I’m particularly proud of our continued efforts. Congratulations one and all for your contributions and efforts,” Rancho Mesa President, Dave Garcia said. 

Each year, the Big “I” publishes its "Best Practices Study" using financial and operational data collected from agencies throughout the United States. The 2023 Best Practices Study will be available later this year. It will include a list of all the Best Practices Agencies by state and the results of the study.

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

About Rancho Mesa Insurance Services, Inc.

Rancho Mesa was founded in 1998 and is regarded as a leading Southern California insurance agency with recognized expertise in construction, landscape and nonprofit/social services. The company provides its clients with risk management services, comprehensive insurance programs, bonding, and industry specific training.

Rancho Mesa Named "Best Practices" Agency in National Competition for 16th Consecutive Year

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

Santee, CA, August 19, 2022 – Rancho Mesa Insurance Services, Inc., a leading Southern California-based commercial insurance brokerage firm, has been awarded the Independent Insurance Agents & Brokers of America's (Big “I”) Best Practices Agency designation for the sixteenth consecutive year.

An elite group of agencies endure a comprehensive analysis of their methods, practices and financials to determine the best agencies in the industry. Of the roughly 36,500 independent insurance agencies in the U.S., only 279 across the nation were chosen this year for this distinction. In California, Rancho Mesa is among about a dozen agencies to earn the Best Practices status.

In order to participate, an agency must first be nominated by the Big “I.” Then, it must submit detailed financial and operational information which is analyzed, scored, and ranked objectively based on operational excellence, including: outstanding customer services, growth, stability, and financial management.

The data collected from these Best Practices independent insurance agencies is studied and used to establish benchmarks in which other agencies can measure their performance and adjust their businesses based on the best practices guidelines established through the study.

“I’m so proud of everyone here at Rancho Mesa for their hard work, commitment to excellence, and client focused efforts that enable us all to be recognized for the 16th consecutive year with this prestigious award,” Rancho Mesa President Dave Garcia said. 

Each year, the Big “I” publishes its "Best Practices Study" using financial and operational data collected from agencies throughout the United States. The 2022 Best Practices Study will be available later this year. It will include a list of all the Best Practices Agencies by state and the results of the study.

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

About Rancho Mesa Insurance Services, Inc.

Rancho Mesa was founded in 1998 and is regarded as a leading Southern California insurance agency with recognized expertise in construction, landscape and nonprofit/social services. The company provides its clients with risk management services, comprehensive insurance programs, bonding, employee benefits, and industry specific training.

Uniting the Team: Rancho Mesa Announces Move to New Office

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

On Thursday, March 10th, the Rancho Mesa team gathered at the La Mesa Brigantine Seafood Restaurant to hear President Dave Garcia announce the company’s plan to move to a new office, located in Mission Valley.

Excitement flooded the room amid the appetizers and cocktails as Garcia outlined the long-awaited reuniting of the two offices into one space in April 2023.

“When I made the announcement I was blown away with the excitement I saw and felt from the group,” Garcia said. “They all have missed being together and can’t wait for next February when this becomes a reality.”

The presentation showed a video created by Media Communications and Client Services Manager, Alyssa Burley, which outlined the new features of the larger floor plan, one being the expansion of our safety and risk management network, StudioOne™. 

“I’m excited for the new office. We’re completely reimagining our StudioOne™ by incorporating new technology and improving its functionality. I can’t wait to see what the Media Communications and Client Services Group will accomplish in this new space,” Burley said.

The building includes a gym, outdoor seating area, and a rustic industrial interior. The location is also within walking distance of the Snapdragon Stadium, aka Aztec’s Stadium, where Rancho Mesa plans to hold meetings with clients in its box suit. 

The move marks an important goal achieved since 2019 when the team was divided into two offices. Garcia has worked hard since then to make the transition back into one office a reality.  

“I couldn’t be more excited to have everyone back together. This will not only enhance our abilities to serve our clients and their needs but allows our team to interact and grow on a daily basis,” Garcia said.

The presentation also featured words from Vice President Sam Clayton, and Account Manager Christina Haake who praised the work environment and employee opportunities Rancho Mesa offers.

“I was honored that he picked me to speak about the career opportunities that are offered here.  It's really incredible to see how much we’ve grown over the years, especially up to this point now that we're moving to such a bigger space,” Haake said. 

Rancho Mesa is thrilled to make this long anticipated announcement and looks forward to how it will benefit the company’s success as well as the clients we serve.

“Probably a little contrary to the current business climate as to the need for office space, we’ve taken the opposite position and are adding several thousand square feet to what we have now in two offices,” Garcia said.  “Everyone here believes very strongly that we will continue to grow at 15% a year and I for one am not about to doubt this amazing team and their abilities to make this happen.”

Rancho Mesa Earns “Best Practices Agency” Designation for 15th Consecutive Year

Author, Lauren Stumpf, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa Insurance Services, Inc., a leading Southern California commercial insurance brokerage, has been recognized by the Independent Insurance Agents & Brokers of America (Big “I”) as a Best Practices Agency for the fifteenth consecutive year.

Of the roughly 35,000 independent insurance agencies in the U.S., only about 120 are chosen each year for this distinction.

In order to participate, an agency must first be nominated by the Big “I.” Then, it must submit detailed financial and operational information which is analyzed, scored, and ranked objectively based on operational excellence, including: outstanding customer services, growth, stability, and financial management. The top agencies in six revenue categories are included, notified and deemed "Best Practices Agencies."

Each year, the Big “I” publishes its "Best Practices Study" using financial and operational data collected from agencies throughout the United States. The 2021 Best Practices Study will be available later this year. It will include a list of all the Best Practices Agencies by state and the results of the study.

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

About Independent Insurance Agents and Brokers of America

The Independent Insurance Agents & Brokers of America (Big "I") is a national alliance of more than a quarter million business owners and their employees who offer all types of insurance and financial services products. For more information, visit www.independentagent.com.

Rancho Mesa’s StudioOne™ Podcast Publishes 100th Episode

Author, Lauren Stumpf, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

StudioOne™, Rancho Mesa’s media productions team, is very excited to announce the publishing of the Safety and Risk Management podcast network’s 100th episode!

In January 2020, the podcast originally launched as a way for industry professionals to share safety and risk management knowledge with their peers. What started out as the release of one to two episodes a month, soon became two episodes a week. StudioOne broadened their audience and began recording weekly industry news insights, law updates, and episodes to get to know the Rancho Mesa team and industry partners.

The 100th episode is close to Rancho Mesa’s hearts because it discusses how the podcast came to life, the motivation to start interviewing guests, how we are able to record, edit, and release content, and even includes some fun behind the scenes content.

Rancho Mesa could not do this podcast without our team, carrier partners, and listeners like you. We want to thank our sponsors Berkshire Hathaway Homestate Companies, CNA, CompWest, ICW Group, Nationwide, Sentry, and Zenith for believing in Rancho Mesa and supporting our efforts to educate our clients and community.

Subscribe to the StudioOne™ Safety and Risk Management Network podcast on your favorite platform to never miss an episode. Episodes can also be listened to from your computer by visiting the StudioOne webpage.

Rancho Mesa Named CompWest Southern California Agency of the Year

Author, Lauren Stumpf, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa Insurance is thrilled to announce that we have been named the CompWest Southern California Regional Agency of the Year!

“We are excited and honored to be recognized with this prestigious award by CompWest,” commented Dave Garcia, President of Rancho Mesa. “I know CompWest works with many other agencies, so to be singled out and given this award really means a lot to me and speaks to our outstanding business partnership with them.”

Gene Simpson, Regional President of CompWest, agrees with Dave, “you’ve built an amazing agency and truly set the bar for partnership.”

Thanks to all of CompWest Insurance Company. Here's to a great 2021!

About CompWest Insurance Company
CompWest Insurance Company is a dynamic provider of workers’ compensation insurance in California and select Western states, targeting customers in health care, hospitality, manufacturing, professional services, retail and wholesale services and construction. To learn more, visit compwestinsurance.com.

Rancho Mesa Named "Best Practices" Agency in National Competition for 14th Consecutive Year

Author, Alyssa Burley Media Communications and Client Services Manager, Rancho Mesa Insurance Services, Inc.

Santee, CA, August 2020 - Rancho Mesa Insurance Services, Inc., a leading Southern California-based commercial insurance brokerage firm, has been awarded the Independent Insurance Agents & Brokers of America's (Big “I”) Best Practices Agency designation for the fourteen consecutive year.

An elite group of agencies endure a comprehensive analysis of their methods, practices and financials to determine the best agencies in the industry. Of the roughly 36,500 independent insurance agencies in the U.S., only about 250 across the nation are chosen each year for this distinction. In California, Rancho Mesa is among about a dozen agencies to earn the Best Practices status.

The data collected from these Best Practices independent insurance agencies is studied and used to establish benchmarks in which other agencies can measure their performance and adjust their businesses based on the best practices guidelines established through the study.

In order to participate, an agency must first be nominated by the Big “I.” Then, it must submit detailed financial and operational information which is analyzed, scored, and ranked objectively based on operational excellence, including: outstanding customer services, growth, stability, and financial management.

Each year, the Big “I” publishes its "Best Practices Study" using financial and operational data collected from agencies throughout the United States. The 2020 Best Practices Study will be available later this year. It will include a list of all the Best Practices Agencies by state and the results of the study.

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

About Rancho Mesa Insurance Services, Inc.

Rancho Mesa was founded in 1998 and is regarded as a leading Southern California insurance agency with recognized expertise in construction, landscape and nonprofit/social services. The company provides its clients with risk management services, comprehensive insurance programs, bonding, employee benefits, and industry specific training.

StudioOne™ Podcast Downloads Increase 745% in One Month

Author, Lauren Stumpf, Media Communications Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa Insurance Services’ StudioOne™ Safety and Risk Management Podcast network broke 500 listens and continues to increase rapidly! The podcast surpassed a massive 745% increase in downloads and streams from April to May.

The podcast series not only addresses safety and risk management issues that can affect a business's bottom line, but covers topics such as the effects of COVID-19 on the insurance marketplace, new executive orders, industry specific best practices, and more!

Subscribe to the StudioOne™ Safety and Risk Management Network podcasts on Apple Podcasts, Breaker, Google Podcasts, Overcast, Pocket Casts, RadioPublic, or Spotify to never miss an episode!

To find the StudioOne™ podcast in any of the above apps on your mobile device, type in “StudioOne Safety and Risk” in the search box. You can also listen from your computer by visiting www.RanchoMesa.com/StudioOne or anchor.fm/ranchomesa.