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.

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.

Video: Lead the Way in 2022

Rancho Mesa’s annual video highlighting the company’s theme for the year premiered at the company-wide virtual kick-off meeting on January 14, 2022.

Whether your organization’s specialty is building our community’s infrastructure or molding our communities’ character and well-being, Rancho Mesa is here to lead the way in 2022.

© Copyright 2022. Rancho Mesa Insurance Services, Inc. All rights reserved.

Transcript

Through our workers’ compensation Key Performance Indicator dashboard, we’ll provide the data and analysis your organization’s leadership needs to make informed business decisions.

Minimize the impact of workers’ compensation claims on your organization using our in-house claims advocacy service and ensure your employees get the care and respect they deserve throughout the process.

Our innovative technology platforms and personalized approach to risk management ensures you have the right tools and expertise when you need them.

Build confidence that your business is in compliance with the latest legislative requirements with our smart employee handbooks. Get personalized expert advice from live human resources professionals when you need help navigating the ever-changing labor market.

Our RM365 HRAdvantage™ portal is your one-stop-shop for managing your human resources.

Establish a safety culture with our Risk Management Center. Show your employees their well-being is most important to you and directly affects the overall health of the organization. 

Your dedicated client services coordinators will guide your team on a path to risk management, pointing out best practices along the way for generating OSHA logs, and implementing effective training programs.

Stay informed with StudioOne™, our safety and risk management network. Listen to interviews with industry leaders on your favorite podcast platform. Gain access to safety and risk management experts at our workshops and webinars. Tune in for on-demand video tutorials and training classes that fit your schedule.

Your Rancho Mesa team is here to walk you through managing your risks.

Join us, we’ll lead the way.

Developing solutions, building trust, protecting clients - one relationship at a time.

Are you OneofOne? Take Your Career ‘Above and Beyond’ with RMI

“It’s a total team effort that makes us stand out from the rest.”

- Rancho Mesa Employee

“It’s a total team effort that makes us stand out from the rest,” writes a Rancho Mesa employee. Following an impressive 2019, Rancho Mesa has grown its staff over 10% and is looking for like-minded people to join the team and further their careers.

“I’m so excited to be a part of this energetic, diverse and creative group of people,” says Rancho Mesa President Dave Garcia. “As Rancho Mesa grows, our company culture becomes even more important for us to maintain and attract the right people.”

Part of that company culture includes an employee-driven yearly theme. Rancho Mesa’s theme for 2020 is going ‘Above and Beyond' in everything that we do, from providing clients with insurance guidance to filming workshops for those who were unable to attend. We are excited to accept the challenge and find a way to consistently raise the bar of expectation and services we offer to our clients and community. Learn more about Rancho Mesa through StudioOne™, where we produce media featuring our clients, partners, services and more.

Our clients are genuinely our biggest champions. “Rancho Mesa has been a true partner in our tremendous growth throughout the years as they serve all 7 of our Offices throughout the United States,” writes Susan Baldassari from Standard Drywall. We believe relationships, whether with our clients or employees, is where Rancho Mesa excels. Take a moment to see what our clients have to say about their relationships with us.

Rancho Mesa currently has open positions for experienced account managers (10+ years in the industry) and are always actively looking for people that share our vision, regardless of their experience.

With our aggressive pay scale, multiple bonus plans, comprehensive health benefits, and OneofOne® 401K offering, our benefits package is truly ‘Above and Beyond’ the norm.

If you’re thinking you would be a perfect fit for Rancho Mesa’s relationship-focused team-centric culture, please reach out to us for an interview by sending us an email/resume to info@ranchomesa.com and let us know how you share our vision.

Developing Solutions • Building Trust • Protecting Clients  –  ONE RELATIONSHIP AT A TIME.™

CyberOne™ Liability Program Protects Clients From Cybercrime

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

San Diego, CA, February 2020 – Rancho Mesa Insurance Services, Inc., a thirteen-time National Best Practices Insurance Agency is pleased to offer CyberOne™, cyber liability coverage to companies with annual revenues of up to $50,000,000.

Rancho Mesa Insurance began working with CNA on the CyberOne program after it received an overwhelmingly positive response to the Cyber Liability presentation at the National Association of Women in Construction (NAWIC) Pacific Southwest Fall Conference in October 2018. By August 2019, interest in cyber liability had grown to the point that CNA was invited to present at the 64th Annual NAWIC National Conference in Atlanta, GA. That interest led to the development of the CyberOne program. 

Cybercrimes are a real concern for organizations of all sizes, in every industry that utilizes even basic technology to operate. It threatens to disrupt business operations while extorting capital and damaging the organization’s reputation. Scams are growing in sophistication, frequency and severity. These crimes range from simple telephone scams to highly sophisticated technological attacks. Preventive measures are vital to keep an organization’s data and capital safe, but no preemptive actions can offer a 100% guarantee against cybercrimes. Having a robust insurance policy to cover those instances that are unpreventable is vital for protecting the organization.

Rancho Mesa Insurance and CNA have put together a comprehensive cyber liability program. To access this program, contact Rancho Mesa.

About Rancho Mesa Insurance Services, Inc.
Rancho Mesa is a thirteen-time National Best Practices commercial insurance brokerage providing risk management solutions to dynamic organizations throughout the United States. Our core commitment is to be a trusted business partner and client advocate while delivering comprehensive and innovative products and services. To learn more, visit www.ranchomesa.com.

About CNA
Together, the CNA insurance companies are among the largest U.S. commercial property and casualty insurance companies. CNA provides a broad range of standard and specialized property and casualty insurance products and services for businesses and professionals in the U.S., Canada and Europe, backed by 120 years of experience and approximately $45 billion of assets. To learn more, visit www.cna.com.

Article edited 4/19/2021.

Rancho Mesa Welcomes New Year at Annual Kickoff Meeting

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

Rancho Mesa Insurance Services, Inc. held its annual Kick Off Meeting on Friday, January 10, 2020 at the Brigantine seafood and oyster bar in La Mesa, CA. President and CEO Dave Garcia spoke about the company’s success in 2019 by reaching impressive goals.

The room was filled with a positive energy, as Dave praised the team for their hard work and dedication while reviewing the team’s 2019 achievements. He addressed one goal after another, as they were all met or exceeded expectations.  

Dave expressed his enthusiasm for the 2020 year, as he highlighted some very exciting projects coming to life in the new year. With the opening of the La Mesa office, 2020 should be an exciting year of growth and achievement for Rancho Mesa.

During the kickoff meeting Dave announced Rancho Mesa’s theme for 2020, “Above and Beyond.” This covers two categories: the customer service we provide to our clients and the tangible services we develop to help them identify and manage risk. Above and Beyond 2020 video, produced by Rancho Mesa’s StudioOne™, premiered at the meeting; outlining how Rancho Mesa is going above and beyond the level of expectation and continuing to provide OneofOne® solutions. The video can be viewed below.

Rancho Mesa Opens 2nd Office

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

Rancho Mesa Insurance Service, Inc. is delighted to announce that the construction of the La Mesa, CA office is complete! As of Monday, December 16, 2019 the branch has been fully up and running.

“This is an exciting time for us, we’ve been looking for over a year and it’s amazing to be returning to La Mesa where it all started back in 1998” said David Garcia, President of Rancho Mesa Insurance Services, Inc.

The office is formatted very similar to the Santee location, so transferred employees feel right at home.

It is our pleasure to serve you from our new location with the same quality and service we have become known for!

The Spirit of Giving Continues with OneofOne® Legacy Gift Drawing Winners

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

Rancho Mesa Insurance Services is pleased to announce the winners of this year’s OneofOne® Legacy Gift Drawing on Thursday, November 7, 2019.

For the second year, Rancho Mesa has asked its clients to identify what makes the company OneofOne®. What actions have Rancho Mesa employees done to go above and beyond their normal duties? For every response, clients were entered into a drawing for a chance to win one of ten $250 donations to the nonprofit of their choice or the grand prize, the naming rights to an examination room at Family Health Centers of San Diego.

This drawing is a win-win for Rancho Mesa and our local nonprofit community. Rancho Mesa gathers feedback from clients and in return, monetary donations are made to nonprofits that our clients care about in our community.

Within San Diego, Rancho Mesa works with and supports about 40 non-profits, one of those is the Family Health Centers of San Diego. They are one of the largest community clinics within the United States, offering a wide range of health care services that provides care to over 190,000 unique patients a year. They provide these services through 23 primary care clinics, 8 behavioral health facilities, 7 dental clinics, 3 mobile medical units, a teen health center, an outpatient substance abuse treatment program, vision and physical therapy, and a pharmacy.

Grand Prize Winner

Fuller Electric

$250 Donation Winners

Peek Brothers Painting
Custom Installations Inc.
NEWest Construction Co.
Rancho Del Oro Landscape
Apex Mechanical

Bert W Salas Inc.
New Wave Electric
South Bay Salt Works
American Sheet Metal
Minegar Contracting Inc.

Some of the 2019 OneofOne® Testimonial Entries:

About Family Health Centers of San Diego

For nearly 50 years, Family Health Centers of San Diego’s (FHCSD) mission has been to provide affordable, high-quality health care and support services to all people, with a special commitment to the uninsured, low-income and medically underserved. Annually, our staff provides care to more than 210,000 unique patients—a third of our region’s low-income patients—through more than 935,000 encounters. For more information, visit www.fhcsd.org.

Rancho Mesa Builds Momentum with Release of New Video

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On April 25, 2019, Rancho Mesa Insurance Services released its highly anticipated “Building Momentum” video that highlights the firm’s emphasis on building relationships with clients and its OneofOne® motto.

The new video comes on the heels of the company’s “Momentum: The Rancho Mesa Insurance Landscape Division Story” that debuted in January at the Leaders Forum 2019 in Aruba.

From the beginning, our goal has been to establish long-term relationships with our clients by developing solutions to their risk management needs. Long ago, we stopped measuring our risk management capabilities by industry standards and developed a shared company interest in elevating our product through creativity and communication.

RM365 Advantage Safety Star Program™ Expands to Offer Modules Specific to Human Services

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

Rancho Mesa Insurance Services, Inc. recently launched its proprietary RM365 Advantage Safety Star Program™. When launched the program was offered exclusively for the construction industry; however, plans were underway to offer a program specifically designed for human services organizations, in the future.

Today Rancho Mesa is excited to announce that they have done just that, and expanded the RM365 Advantage Safety Star Program to offer modules specific to Non-Profit/Social Services. All participants will take the Accident Investigation and Analysis module while choosing several additional modules from Patient & Resident Handling, Office Workstation Ergonomics, Safe Lifting, Bloodborne Pathogens, and 15-Passenger Van Safety, to name a few.

“Clients love the Safety Star program,” said Sam Brown, Vice President of the Human Services Group at Rancho Mesa, "because industry leaders have identified the topics that have the greatest impact on employee safety. The homework has been done; now, clients benefit.”

Sending management through the RM365 Advantage Safety Star Program can give a company a competitive advantage in the insurance marketplace, reduce the probability of claims, and lower its overall insurance costs.

To enroll in the RM365 Advantage Safety Star Program, visit www.ranchomesa.com/rm365-advantage-safety-star-program and fill out the application.

For more information, please contact Alyssa Burley at (619) 438-6869.

RM365 Advantage Safety Star Program™ Lights Up the Sky

Author, Dave Garcia, President & Chief Executive Officer, Rancho Mesa Insurance Services, Inc.

The response to Rancho Mesa’s proprietary RM365 Advantage Safety Star Program™ has been like a rocket launch from Cape Canaveral, lighting up the sky. Countless clients from California and as far away as Illinois have already begun the certification process in a race to see who becomes the first Safety Star Team Member.

This program is designed to provide safety education to supervisors, foremen, safety coordinators and upper management in order to lower their company’s probability of work-related injuries, while promoting a safety culture. There are many reasons for completing the certification process, including improving the safety culture of the organization which:

•  Reduces the probability of claims.

•  Improves productivity by keeping your employees safely at work.

•  Demonstrates care about the impact a claim has on the employees’ families.

•  Provides a competitive advantage in the insurance marketplace.

•  Lowers overall costs of insurance.

Leaders in the insurance marketplace agree, stating:

“Rancho Mesa is always thinking outside the box for their clients to help them better manage risk,” said Margaret Hartmann, Senior Vice President & Chief Marketing Officer at Berkshire Hathaway Homestate Companies. “We value Rancho Mesa’s efforts as they help prepare our policy holders for the future.”

“Policyholders that recognize their employees are their most valuable asset, investing in and promoting a safety culture at their company, are Stars in our books,” said Gene Simpson, Vice President of Underwriting & Marketing at CompWest Insurance. “Businesses that strive to get their employees safely home to their families at the end of the day are valued customers at CompWest Insurance Company, because they care about their employees and understand the importance of avoiding workplace injuries.”

This program is available exclusively to Rancho Mesa clients. If you have not already registered and want to enroll in the RM365 Advantage Safety Star Program™, visit www.ranchomesa.com/rm365-advantage-safety-star-program and fill out the application.

For non Rancho Mesa clients who want to learn more, please contact Alyssa Burley at (619)438-6869 or aburley@ranchomesa.com.