
Rancho Mesa News

Rancho Mesa Hosts SafetyOne™ Workshop for Human Services Industry
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Friday, March 1, 2024 Rancho Mesa hosted Improve Your Human Services Operations with the SafetyOne™ Mobile App at our Mission Valley office.
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Friday, March 1, 2024 Rancho Mesa hosted Improve Your Human Services Operations with the SafetyOne™ Mobile App at our Mission Valley office.
The workshop was presented by Alyssa Burley, Partner in the Media Communications and Client Services Group with Rancho Mesa. Burley detailed how application of the SafetyOne platform can bring organization operations to the next level with features such as mobile forms, audits, and a library of toolbox talks.
Burley shared examples of how the platform can be tailored to the human services industry and improve efficiency by digitizing paper-based processes and streamlining communication within the organization. Attendees were also able to participate during the presentation by scanning QR codes and testing out the different features for themselves.
To learn more information about getting started in SafetyOne, clients can reach out to their client technology coordinator, or join the waitlist for a new account.
2023 Reflections: Rancho Mesa Milestones and Triumphs
Author, Alyssa Burley, Partner, Media Communications and Client Services Group, Rancho Mesa Insurance Services, Inc.
Rancho Mesa had an epic 2023. From moving offices to celebrating huge company milestones, the year was full of excitement for our team.
Author, Alyssa Burley, Partner, Media Communications and Client Services Group, Rancho Mesa Insurance Services, Inc.
Rancho Mesa had an epic 2023. From moving offices to celebrating huge company milestones, the year was full of excitement for our team.
Launching SafetyOne™
Rancho Mesa launched it’s very own proprietary safety mobile app, SafetyOne™, in January kicking off the year with client demonstrations, trainings and webinars designed to get users up to speed quickly. The official launch was a colossal endeavor. After several years of research, planning, development, and focus group input, the mobile app and website was released to Rancho Mesa clients. We’re currently at 999 users and will soon cross the 1,000 user mark.
Moving to Mission Valley
In typical Rancho Mesa fashion, the first day at the new Mission Valley office could not be just another April morning. Dubbed Opening Day, as a nod to the start of a new baseball season, the morning was carefully orchestrated to build excitement for the new space, the team would call their second home. Smiling faces eagerly arrived and waited outside the office doors like they were anticipating entering a concert venue. As 8:00 am rolled around, “cel-e-brate good times, c’mon” could be heard coming from within the new office. As the banners were moved from the doorway and the crowd was let inside, the word “wow” could be heard over and over like seeing one of nature’s wonders for the first time. People hugged and shook hands as they explored the new space. Little touches like the naming of The Clubhouse (large conference room) and The Dugout (small conference room) to the concessions sign in the lunchroom all reinforced the feeling of Rancho Mesa’s team spirit.
attending Summit Club
After settling into the new office, it was time to relax at Summit Club. Every year, this trip is attended by the agency’s top producers, leadership team and admin staff who have reached certain milestones. June was the perfect time to escape to the St. Regis Deer Valley in Park City, Utah. For five days, attendees relaxed and explored the natural beauty of the area while strengthening their relationships with other Rancho Mesa team members.
celebrating 25 years
Once the team came back from Summit Club, it was time for the entire agency, carrier partners and a few original Rancho Mesa clients to celebrate the company’s 25th Anniversary. Held at the Skybox at DiamondView Tower in San Diego, CA on a warm July evening, the celebration overlooked the city’s baseball stadium and downtown’s stunning skyline. Guests enjoyed a look back at Rancho Mesa’s 25 years through a heartfelt video that featured the story of the agency’s beginning.
Earning the National Best Practices Agency title
In August, for the 17th year, Rancho Mesa was named an Independent Insurance Agents & Brokers of America (Big “I”) National Best Practices Agency. Of the roughly 35,000 independent insurance agencies in the U.S., only about 150 across the nation were chosen in 2023. In California, Rancho Mesa is among about a dozen agencies to earn this distinction.
Giving Back to the Industry
Throughout the year, team members were encouraged to develop their industry knowledge through earning new designations, researching and writing articles, and participating in the StudioOne podcast. As a result of their efforts, many appeared on third-party podcasts, as webinar expert panelists, and speakers for various events.
Along with developing industry expertise, our team is also encouraged to take on leadership roles within various organizations. For the second year in a row, Christina Haake has accepted the role of Secretary of the PWI San Diego. Jeremy Hoolihan has joined the Independent Insurance Agents & Brokers of San Diego board. Andy Roberts has been elected President of the Surety Association of San Diego for 2024. And I, Alyssa Burley, continue to serve on the National Association of Women in Construction San Diego board.
Our team not only volunteered their time with industry associations but also throughout the community. We supported organizations like Nativity Prep, MAAC Project, Family Health Centers of San Diego, United Cerebral Palsy of San Diego and many others.
With an incredible year behind us, Rancho Mesa is grateful for our clients and partners for their support. The success and excitement of 2023 leaves us hopeful and optimistic for the 2024 year to come.
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.
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.
Employee Spotlight: Alyssa Burley Reappointed Into NAWIC Board of Directors
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
On the evening of September 21, 2023, the National Association of National Association of Women in Construction (NAWIC) San Diego Chapter hosted their Installation Dinner at the Bali Hai Restaurant in San Diego, CA. It was a momentous occasion as Alyssa Burley, Rancho Mesa's Media Communications & Client Services Manager, assumed her role on the NAWIC San Diego Board of Directors for the 2023-2024 term.
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
On the evening of September 21, 2023, the National Association of Women in Construction (NAWIC) San Diego Chapter hosted their Installation Dinner at the Bali Hai Restaurant in San Diego, CA. It was a momentous occasion as Alyssa Burley, Rancho Mesa's Media Communications & Client Services Manager, assumed her role on the NAWIC San Diego Board of Directors for the 2023-2024 term.
Since becoming a part of NAWIC in 2017, Alyssa has demonstrated remarkable leadership, consistently exceeding expectations in all her roles within NAWIC and Rancho Mesa.
We extend our heartfelt congratulations to all the newly appointed NAWIC officers and board members. Rancho Mesa takes great pride in supporting supporting women in construction.
About NAWIC San Diego Chapter
The National Association of Women in Construction (NAWIC) San Diego Chapter, chartered on April 30, 1959, is very active and involved in the construction industry and the community. For over 65 years they have been providing education, professional development, networking and more to their members. Learn more at www.nawicsd.org.
Celebrating 40 Years of Impact: UCP's Annual Celebrity Waiters Luncheon
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
On Friday, September 22, 2023, United Cerebral Palsy Association of San Diego County (UCP) hosted their 40th Annual Celebrity Waiters Luncheon on Coronado Island, CA. The anticipated event featured San Diego firefighters, local personalities, the Padre’s Swinging Friar, celebrities, Hollywood look-a-likes, and generous supporters in a beautiful outdoor setting overlooking the San Diego Bay.
Author, Lauren Stumpf, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
On Friday, September 22, 2023, United Cerebral Palsy Association of San Diego County (UCP) hosted their 40th Annual Celebrity Waiters Luncheon on Coronado Island, CA.
The highly anticipated event showcased San Diego firefighters, local personalities, the San Diego Padres' Swinging Friar, celebrities, Hollywood look-alikes, and generous supporters against the stunning backdrop of Coronado Island overlooking San Diego Bay.
Event proceeds benefit UCP’s mission to assist people affected by cerebral palsy and other disabilities.
Rancho Mesa’s Dave Garcia, Lori Stone, Alyssa Burley, Sierra Stone, Whitney Chiriboga, Kristi Kamenski, and Lauren Stumpf were honored to attend as guests of Berkshire Hathaway Homestate Companies.
Rancho Mesa looks forward to this event each year and is a proud sponsor of UCP and its mission!
About United Cerebral Palsy of San Diego County
Since 1958, UCP is an agency committed to advancing the independence, productivity, and full citizenship of people affected by cerebral palsy and other disabilities. Working throughout the years to improve services with every step, UCP has program centers in San Diego and Escondido that provide assistive technology, children's services, equipment recycling, family support, grants & funding, respitality, and more. For more information, please visit www.ucpsd.org.
SafetyOne™ Adds Multi-Language Translation to Mobile Forms
Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.
The SafetyOne™ Desktop & Mobile App released a new feature that translates external mobile form pages on the client website to 136 languages.
Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.
The SafetyOne™ Desktop & Mobile App released a new feature that translates external mobile form pages on the client website to 136 languages.
This feature exists on the following two pages:
1. When an external user fills out a mobile form accessed via a QR code or browser link.
2. When an external user views their final report.
For those not yet familiar, Rancho Mesa clients have the ability to collect data using mobile forms via the SafetyOne™ app. These customizable forms can be completed through the mobile app, by scanning a QR Code, or clicking a link in an email. Having mobile forms accessible via QR code or a link allows non-app users to easily complete your company’s forms and submit data electronically.
For example, you can quickly and easily collect visitor information by creating a mobile form and placing its QR code at the entrance of your jobsite or facility.
Some Rancho Mesa clients put QR codes on their company vehicles. They ask their drivers to scan the QR code, and complete a quick vehicle inspection before taking the vehicle. This makes collecting mobile form data simple, and anyone can do it because the mobile app is not needed to complete the form, it is complete on the mobile device’s web browser.
Our developers recognized that not everyone is comfortable filling out mobile forms in English, so they added the ability to translate the mobile forms that are accessed through a QR Code or URL.
The person completing the mobile form can choose from any of the 136 languages, and the form will translate any dropdown list, check box, or prefilled option. Once the form is submitted, it is translated back into English for the SafetyOne™ administrator to review on the admin website.
So, if you think the end user may prefer another language, consider customizing your mobile forms with predetermined options, so they can choose from your list and the system will translate it for you.
Listen to StudioOne™’s podcast episode 310, as Rancho Mesa’s Alyssa Burley and Megan Lockhart discuss the new mobile form updates in detail.
Opening Day: Rancho Mesa Employees Are Welcomed Into New Home
Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.
Monday, April 25, 2023 was an exciting day for the Rancho Mesa family, as the company officially moved into their new office location in Mission Valley, San Diego, CA.
Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.
Monday, April 25, 2023 was an exciting day for the Rancho Mesa family, as the company officially moved into their new office location in Mission Valley, San Diego, CA.
Three years ago the office separated into 2 locations to accommodate growing staff. Now, the new location’s spacious layout has allowed all employees to finally be reunited under one roof.
President Dave Garcia’s vision was brought to life thanks to Char Garcia, Kim Vasquez, Lori Stone, and Alyssa Burley.
Rancho Mesa's Media Communications & Client Services team Alyssa Burley, Lauren Stumpf, and Megan Lockhart had the honor of recording the first episode in the new StudioOne™ on opening day. The three reflected on the office’s opening day and highlighted exciting new features of Rancho Mesa’s new home. Listen to episode 302 below.
The Future of Risk Management: Rancho Mesa Launches SafetyOne™ Mobile Application
Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa Insurance Services, Inc. would like to formally announce the launch of its very own SafetyOne™ Mobile and Desktop Application, a platform that will allow clients to integrate risk management with mobile convenience.
Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa Insurance Services, Inc. would like to formally announce the launch of its very own SafetyOne™ Mobile and Desktop Application, a platform that will allow clients to integrate risk management with mobile convenience.
In our continual commitment to meet our client’s needs, Rancho Mesa will be discontinuing our previous risk management platform to make way for new technology. SafetyOne™ will allow companies to effectively manage their safety and risk management needs directly through any mobile device.
“I’m so excited about the launch of our SafetyOne™ app. Our amazing client services team has spearheaded the implementation of SafetyOne™,” Dave Garcia, President of Rancho Mesa, said. “Personal training, on-demand videos, and regularly scheduled webinars will ensure quick understanding and use of the SafetyOne™ App for our clients.”
SafetyOne™ is designed to carry out an effective safety program within your organization. With a variety of features, clients can administer tailgate talks, perform safety observations, complete mobile forms such as incident reports, and access company policies and files all from their mobile device.
“The SafetyOne™ App is really going to streamline our clients' safety programs through real-time data and intuitive technology. Plus, with minimal setup required, we expect clients to start using it right away," Alyssa Burley, Media Communications and Client Services Manager, said.
Rancho Mesa is looking forward to offering clients a unique risk management experience as well as a library of online safety training courses to assure they are best equipped to manage their risk.
“We’ve had a focus group of clients using it for the past six weeks and their reactions and excitement have been off the charts. We’ve been working for the last several years to create a mobile app that has the ability to assign trainings to employees, conduct those trainings in the field, and then digitally track their completion,” Garcia said.
With the new platform officially launched, Rancho Mesa’s client services team will begin reaching out to clients directly to start their personal onboarding process into the new platform.
Looking Back at 2022 and Forward to 2023
In episode 269 of Rancho Mesa’s StudioOne™ Safety & Risk Management Network Podcast, Rancho Mesa's Alyssa Burley and President Dave Garcia look back at some of Rancho Mesa’s accomplishments in 2022, and hint to new exciting upgrades to come in the new year.
In episode 269 of Rancho Mesa’s StudioOne™ Safety & Risk Management Network Podcast, Rancho Mesa's Alyssa Burley and President Dave Garcia look back at some of Rancho Mesa’s accomplishments in 2022, and hint to new exciting upgrades to come in the new year.
Transcript
Alyssa Burley: Hi, this is Alyssa Burley with Rancho Mesa's Media Communications and Client Services Department. Thank you for listening to today's top Rancho Mesa News. Brought to you by our Safety and Risk Management Network StudioOne™.
Welcome back, everyone. My guest is Dave Garcia, president of Rancho Mesa. Today, we're going to look back at some of Rancho Mesa's accomplishments in 2022 and maybe give some hints as to what's on the horizon for 2023.
Dave, welcome to the show.
Dave Garcia: Thanks, Alyssa, super excited to be here and talk a little bit about 22 and maybe forecast a little bit into 23.
AB: [Laughs] So, at the end of the year, we like to look back at our progress and take note of what was successful and maybe what wasn't. So we combed through our data to find our top podcast episodes published in 2022 and out of 103 episodes, the number three most popular episode on the list was number 175, California Prepares to Restore COVID pay, and in that episode my guest was Kevin Howard, our account executive who specializes in commercial insurance for roofing and solar contractors. Now, the number two episode on the list was number 166, Getting to Know Greg Garcia, account executive who specializes in landscape, and our number one episode published in 2022, was episode number 183, Understanding the Dart and the TCR Rates, where I actually interviewed Lauren Stumpf, our media communications and client services specialist.
DG: Wow.
AB: So, I know that's a lot. So looking at all of the episodes that we've done, is there an episode that we did in 2022 that stands out to you?
DG: You know Alyssa, I recognize like, I think this is episode 269. So, it's just amazes me what a great job you and your team have done in putting all these together, and there's any number of episodes that stick out in my mind, but if I had to just choose one, I would say it's not one in particular, but it's getting to know the Rancho Mesa family series of episodes.
AB: Yeah.
DG: It’s been so enlightening to me. I mean, I've interviewed some people here that have worked here for over 15 years, and I'm actually still finding out things about them that I had no idea about, and then there's a lot of the younger, newer people here that I find their backgrounds just crazy interesting. So I think it's those episodes, I feel like this real connection with them and I think we do get to know each other more on a personal level than just a business level. So, I think it's the getting to know the Rancho Mesa family episodes. They're probably my favorites.
AB: I agree, and those get a lot of listens when we do the “getting to know” that individual person, because I think people are really interested in that.
DG: Well, you know, there's just so many, like hidden talents that you're just, people don't just volunteer, you know, on a day to day basis. And I'm finding that we have musicians here, we have singers here, we have craftspeople here, we have martial artist-
AB: Bakers.
DG: Bakers, yeah. I mean, there's just a long, long, long list of really talented people. So, it's really fun.
AB: Yeah, I enjoyed those episodes. So in addition to publishing two podcast episodes per week, our team is also writing articles and in 2022 our account executives wrote over 60 industry articles covering everything from COVID-19 to the dual wage thresholds, in order to educate our clients and the greater community for that matter, about the things that can affect their insurance premiums.
So, why do you think these articles are having such an impact on businesses?
DG: You know, Alyssa I think the articles really impact the business community because the topics that the producers choose are very timely to what's going on in different industries, whether it's a change in that particular industry or maybe it's an overlooked coverage for that industry, or just a better enhancement to a coverage for that industry. I know it's impacted that because I get people reaching out to me that say, hey, I’ve just read this article, and they don't work for Rancho Mesa and they’re not a client of ours, they could be one of our carrier partners. So, it's educational but I think everything we do here at Rancho Mesa, we look at it kind of like an iceberg. There's the obvious, you know, like we're going to publish these articles and that's great, and then there's the not so obvious intent of the article.
And the intent of the article started way back when what we really wanted to do was specialize, and then we wanted to educate our producers within their industries, in part by forcing them to really dig into the actual specific areas of their industries and then write about it.
AB: Yeah.
DG: And then you and your team said, hey, that's great, but let's take those articles and turn them into podcasts as well. So there's so much below the surface of just publishing articles and I know there's many agencies that purchase their articles that they publish and you know, that's all well and good but I think for us we're looking at it in much more than just a “me too, we published an article,” we really want to be the authors and we challenge, you know, our producers to really be the specialist that we want them to be within their industry.
So I'm super excited about what we're going to produce next year.
AB: Yeah, and it shows that they're actually doing the research and they're writing these articles so that not only do they become the subject matter expert, but that they can talk intelligently to their clients about it.
DG: Yeah, and it falls too as they talk with the carriers, you know, when they're negotiating terms for their client and they're speaking from a very high insurance level on the areas of insurance that they're trying to place, that underwriter feels a lot more comfortable in maybe applying a few additional credits because they're talking to somebody that really understands.
AB: Absolutely. So not only does Rancho Mesa try to provide our clients and the community with information, but we're also involved with organizations that directly have a positive impact on people. Our construction group's Vice President, Sam Clayton, is involved with an organization called the East County Posse, and they help to provide a hand up to people in need, and many of our employees volunteer their time. They coach, they mentor, and they provide administrative support to local organizations. How has Rancho Mesa helped the community this year?
DG: Well, you know, Alyssa I think that's always been near and dear to Char’s and my primary goal when we started the company was to make sure that we were focused on, you know, being good business stewards and then having a positive impact within our community, encourage our employees to take leadership roles in different organizations and give their time is very rewarding.
I know you're very involved with Network. Christina Haake here is with the Professional Women in Insurance. We've always had somebody on the board of the IBA, so we really encourage people to do that. Additionally, you know, we volunteer our time, we have different people that coach youth sports, go down to Father Joel's and serve lunch work at the San Diego Food Bank, you know, things like that.
So we always are encouraging those things and then we understand, too, that we have a financial commitment to our community, and so what we do is we target 5%, which is a large number of our profits go back into the community the next year in different forms, all the way from sponsoring a Little League team to sponsoring a golf tournament to spirit of the Barrio with Family Health Centers to Mack Project and their soirée every year.
So we're excited to do that, and it really pleases Char and I that when we look back, we've now given out more than $1,000,000 back to the San Diego community. So we're super proud of that.
AB: Yeah, that’s amazing.
DG: Yeah, and we look forward to the second million. Now, when we did it, we didn't really think it was that impactful, you know, but we know that we want to spread it around, you know. So, it's little sprinkles here and there, but overall, we want to try to impact and change the lives of those people in San Diego community that are less fortunate than we've been here at Rancho Mesa.
AB: Yeah, that's great, and Rancho Mesa not only gives back to the community, but every year the company actually takes a group of employees who have either reached a particular performance threshold or for the administrative staff, have reached certain anniversaries to what is called Summit Club and this past year, the team went to Sedona, Arizona, and I got to attend.
The next group will visit Park City, Utah, in 2023. Where will the next Summit Club be held?
DG: Well, of course, that's a very guarded secret. So we although we have picked the destination, there's only a couple people here within the company that know where that destination is going to be and we hold the kickoff meeting offsite every January for the entire company, and as part of that kickoff meeting we’ll be announcing where the next Summit Club is and what the dates are.
It's usually a Wednesday to a Sunday and I think the thing that's, and you mentioned it a little bit earlier, that's a little bit unique to us is a lot of sales organizations have reward trips for their sales people or in our industry, the producers. And when Char and I started the company, we never really felt like the producer had any bigger impact to the company than any other employee. And so one way that we could define that and make sure that that occurred was to make sure that non-producers were included in these trips. So, what we decided on 25 years ago was that every fifth anniversary of every staff person, so their fifth year, their 10th year, their 15th, they would attend the same trip as the producer with their significant other.
So, the producer has to qualify for it. The staff person qualifies by tenure within Rancho Mesa. I'll tell you what, that's given me more great memories than anything we've done, and when we can walk in and talk to different people about, hey, remember the Jeep ride in Sedona? Remember fly fishing up in the, you know, the Tahoe mountain range and things like that.
It's super fun, and it seems to build that family feel around here.
AB: Yeah, I agree.
DG: Yeah. It's not just all about the producer. So we're excited. So I cannot announce where we're going yet. It will announce that January 6 that our kickoff meeting, I think this year there's three or four non-producers that will be attending, so they'll be excited to find out where they're going. And you know, it's funny, as we grow, that non-producer list grows.
AB: Yeah.
DG: Right? We never really thought that through. We've been very fortunate that people honestly don't leave Rancho Mesa. So we've, we've got people, non-producers here with 15, 20 years of tenure so they've gone on these trips three or four times and they kind of stack. So, you got your five year people, first timers, your tenure, second timers, 15.
So it's super awesome. It's Lori Stone here, who's also our director of accounting. In addition to that, she helps me organize these trips and does a lot of the planning. So when it was a smaller group, it was a lot easier.
AB: Yeah.
DG: Now that it's a larger group, it's a little bit more challenging. But Lori's always up for that challenge.
AB: Yeah, she can really pull off the amazing-
DG: Yeah.
AB: -Feats.
DG: Yeah. You go and you and you just feel like you're king or queen for that five days.
AB: Absolutely, yeah. Alright. So Rancho Mesa also has a big anniversary coming up in July 2023. What will the agency be celebrating?
DG: Yeah, so I mentioned it a little bit earlier, 25. So it'll be our 25th anniversary and I can't believe where the time has gone. You know, when Char and I started this company 25 years ago, we had no idea whether we would be celebrating the second anniversary, and here we are 25 years later and super, super excited about that. So we're really looking forward, we've got a big event planned in July. We'll just be celebrating all of it together again. So it would be super exciting. Looking forward to the next 25.
AB: Yeah, absolutely. We're excited. And you know, 25 years in business is a huge accomplishment and a testament to the leadership team, the dedicated employees, and of course, our clients who put their trust in Rancho Mesa and that trust translates into a successful agency. So, how did the agency do overall in 2022?
DG: So overall, in 2022, we had a really, really good year. We had our largest new business year ever. So that was exciting. Some of our younger producers just had exceptional years and our veteran people all contributed. So that was really, really exciting. The challenges that we've all have gone through over the last couple of years with the impacts of COVID, I think we're still trying to adjust to that. But I think as time has gone on, we've managed that transition really well. So I'm really proud of that fact. So overall, Rancho Mesa had a terrific year. We grew, we were profitable, so we're looking forward to 2023.
AB: Yeah, and we've definitely had a growth spurt this year. The surety group has doubled along with the growth in our green team and our admin staff. We're nearly out of space again. So back in March of 2022, we announced that Rancho Mesa would be moving into a new office in San Diego's Mission Valley, giving us the opportunity to bring everybody back from the Santee and La Mesa offices into one location.
How close is that dream to becoming a reality?
DG: Well, you know what? It's a lot closer than it was last March. I'm going to tell everybody if we don't have any delays, we'll be moving in March 10th and opening the doors that following Monday, March 13th. So it's just around the corner. I couldn't be more excited. The space will be phenomenal. Char has done an amazing job and in designing it and furnishing it and all of those things.
But I think the piece of furniture, so to speak, that's been missing are the people, and I'm most excited, as beautiful as that office is going to be, I'm super excited to bring everybody back into one office and just feel that that energy that that brings.
AB: Yeah I think everyone is looking forward to that.
DG: Yeah, across the board, you know, that's going to mean changes in commutes for some people. Some will get shorter, some get a little bit longer but I think overall the impact is going to be phenomenal, and I can't wait, you know, I can't wait. 2023 is going be a really busy year.
AB: Yes, absolutely. And with the anticipated move to Mission Valley, our client services group has already begun hosting a monthly workshops at the Mission Valley Library that's located just a few minutes’ walk from the new office. In 2022 we've hosted over 50 workshops and webinars as part of our client services offerings. What's new for client services in 2023?
DG: Well, I know where you're going with that. So in addition to some more terrific workshops and webinars, we have something kind of cooked up that we're going to launch that I'm not going to mention today for 2023. We’ll announce that at our kickoff meeting. I will give you some hints. To my knowledge, this is a tool for our clients to be able to use that no other agency that I'm aware of in the United States offers to their clients, and I think it's going to be super impactful for them. And the best part of it is our client services team, Alyssa, which you lead, is going to be the team that's going to be implementing this new tool. So enough said about that, super excited about that.
You guys will not have a boring 2023 producing videos and podcasts and editing articles and conducting workshops and trainings and all the other things, but we are going to add one more thing to your plate, just not going to see what it is.
AB: [Laughs] I know and we are very excited. We will be announcing very soon what is coming up, so we're really excited about that. So there are so many things to be proud of over the last 12 months and so much to look forward to in 2023. And I am just excited about the New Year and everything that it's going to bring and I think that you are as well.
DG: I'm pumped. And if you can't, you know, see me through this mic you can certainly hear me. I can't wait. It's going to be crazy busy, which is how I like it.
AB: Yeah.
DG: And you know, we've trademarked long time ago One of One™, because we're always trying to reach that next bar. We don't know what the bar is, and it doesn't exist because our challenge here, which I challenge everybody is think out of the box, dream your dreams, and let's achieve those dreams together, and I think 2023, when you just rattle off the first six months of what's going to happen, that's enough for 25 years of work. But we're going to get it done in six months. So I'm super excited about 2023. Ready to turn the page, let's go.
AB: All right. I love it. So, Dave, it's always a pleasure and thank you for joining me in StudioOne™.
DG: Thank you, Alyssa and one thing that we didn't mention is that the new office, you're going to have your own studio built out as a studio only.
AB: Yes.
DG: So, super excited to launch that. You'll see pictures, everybody.
AB: Yes, we are getting a dedicated studio.
DG: Yeah, It's going to be awesome. Thanks Alyssa for your time today.
AB: Thanks, Dave.
This is Alyssa Burley with Rancho Mesa. Thanks for tuning into our latest episode produced by StudioOne™. For more information, visit us at ranchomesa.com and subscribe to our weekly newsletter.
Employee Spotlight: Alyssa Burley Instated Into NAWIC Board of Directors
Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.
On Tuesday, September 13, 2022 the National Association of Women in Construction (NAWIC) San Diego Chapter held their Installation Dinner at Tom Ham’s Lighthouse in San Diego, CA. During the celebration, Rancho Mesa’s Media Communications & Client Services Manager Alyssa Burley was installed into the NAWIC San Diego’s Board of Directors for the 2022-2023 term.
Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.
On Tuesday, September 13, 2022 the National Association of Women in Construction (NAWIC) San Diego Chapter held their Installation Dinner at Tom Ham’s Lighthouse in San Diego, CA. During the celebration, Rancho Mesa’s Media Communications & Client Services Manager Alyssa Burley was installed into the NAWIC San Diego’s Board of Directors for the 2022-2023 term.
Alyssa has taken on multiple leadership roles since joining NAWIC in 2017; going above and beyond in every position she has held within NAWIC and Rancho Mesa.
Congratulations to all of the newly appointed NAWIC officers and board of directors. Rancho Mesa is proud to support its leaders within the community and women in construction!
About NAWIC San Diego Chapter
The National Association of Women in Construction (NAWIC) San Diego Chapter, chartered on April 30, 1959, is very active and involved in the construction industry and the community. For over 65 years they have been providing education, professional development, networking and more to their members. Learn more at www.nawicsd.org.