Rancho Mesa Celebrates Launch of New Agency Management System

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

With champagne and cheers, Rancho Mesa Insurance Services, Inc., a twelve-time Best Practices Agency, celebrates a successful migration from Applied Systems’ TAM agency management system to Applied Systems’ Epic®. To ensure the company continues to stay ahead of the pack with the latest technology, sixteen months ago, the decision was made to upgrade the agency’s internal system.

The migration process was a labor of love for members of the implementation team, Kim Vasquez and Lori Stone. Without them, this process would not have gone so smoothly.

The implementation team worked for over a year and a half to ensure the transition went off without a hitch. Their diligence and attention to detail was not only to ensure staff were well-trained and prepared for the new system, but also to ensure that Rancho Mesa clients saw no disruption in service.

“I’m so proud of everyone’s dedication, hard work and the overall effort it required to insure that this is yet another OneofOne moment for Rancho Mesa – Cheers!,” said Dave Garcia, President and CEO at Rancho Mesa Insurance Services, Inc.

After months of intense preparation and weeks of online and in-person training, Rancho Mesa’s staff is well prepared and eager to dive into using the new agency management system.

Boys & Girls Clubs of East County Raises $70K at 46th Annual Golf Day

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

On Friday, July 12, 2019 the Boys & Girls Clubs of East County held their 46th annual Golf Day at Singing Hills Golf Resort, Oak Glen Course, in El Cajon, CA.

Pictured from left to right: Chase Hixson, Account Executive of Human Services; Sam Brown, Vice President of the Human Services Group; Jeremy Hoolihan, Account Executive of Construction.

144 participants showed up to raise nearly $70K which directly supports the after school and summer programs provided by the Boys & Girls Clubs of East County for almost 60 years.

Several companies sponsored the event including Stan Boney & Family, Hunter's Run Apartments, Walmart, Christian Brothers Emergency Building Services, Republic Services, Waste Management, and Rancho Mesa.

Rancho Mesa was honored to take part in the event as both a sponsor and participant.

About the Boys & Girls Clubs of East County
The Boys & Girls Clubs of East County have been developing, implementing, and providing activities and programs to disadvantaged youth since 1961. Operating in the communities of El Cajon, Lakeside, La Mesa and Santee, the Clubs offer three full –service clubhouses with gymnasiums for children 5-10, and two Teen Centers in La Mesa and El Cajon designated for teens ages 11-18. Providing children with age appropriate activities, trained professional staff, state of the art computer labs; cool, clean, well maintained buildings and a safe, healthy atmosphere to learn and grow has been the ultimate goal of the Boys & Girls Clubs of East County. To learn more, please visit www.bgcec.org.

NALP Field Trip Comes to San Diego!

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

Rancho Mesa is excited to announce our sponsorship to what has been described as the “Can’t miss educational event of the summer!”

Industry icons Marty Grunder and Frank Mariani, along with host Mike Bogan of LandCare, headline an incredible opportunity for educational growth and networking. The event will be held at the Hyatt Regency in La Jolla, CA on August 6th & 7th and there will be a special tour of the LandCare facility. 

For a complete list of information about this event please visit NALP Field Trip: Frank and Marty’s Excellent Adventure or contact Lisa Wood at NALP for more details. 

We hope to see you there!

Rancho Mesa Co-Hosts OSHA 10 Course with Sentry Insurance

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

On May 23 & 24, 2019 Rancho Mesa Insurance Services co-hosted the OSHA 10 Course for the Construction Industry at the San Diego Christian College in Santee, CA. The two-day training was provided by Sentry Insurance.

Ken Grote, a Senior Safety Services Consultant for Sentry, taught the course covering a variety of topics such as the differences between Cal/OSHA and federal OSHA, hazard communication, fall prevention, proper scaffold usage, working safely with electricity, hearing protection, reducing falls, trenching and excavation safety, personal protective equipment (PPE), and much more.

Thank you Sentry Insurance for providing this valuable training to Rancho Mesa Insurance clients.

About Sentry
Sentry Insurance started in 1904 and has grown to become one of the largest, and financially secure mutual insurance companies in the nation. They have recently opened their West Coast Regional office in Irvine, CA. At Sentry—because they are a mutual insurance company—their business is built on a foundation of service to their policyholders. Although they’ve grown and changed a lot over the past 110 years, one thing hasn’t changed. They still work to serve policyholders, and to help their clients’ businesses thrive. For more information, visit www.sentry.com.

Rancho Mesa Insurance Services, Inc. is proud to partner with Sentry Insurance. They hand-picked Rancho Mesa as a business partner to grow their market share, due to Rancho Mesa’s expertise in the construction area.

Employee Spotlight: Ashley Burner Joins Media Communications Team

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

Rancho Mesa Insurance Services is pleased to announce the hiring of  Ashley Burner as a Media Communications Intern.

Ashley is a current Business Administration student at Gonzaga University in Washington state where she is concentrating on marketing.

Ashley was born and raised in San Diego, CA. She went to Academy of Our Lady of Peace. In her free time she enjoys spending time at the beach with family and friends.

Rancho Mesa Insurance Services is excited to welcome Ashley Burner to the RMI team!

Rancho Mesa Throws Fiesta Friday

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

Rancho Mesa Insurance Services, Inc. hosted its annual Fiesta Friday on May 17, 2019 in Santee, CA. Partners and staff of Rancho Mesa enjoyed great company, tequila tasting, and delicious street tacos & churros made fresh on site.

The tequila tasting included score cards to judge the tequila based on appearance, aroma, flavor, and smoothness. This year’s, Nicho Real Extra Añejo 5 Years Tequila took the fan favorite, bumping last years winner, Avion Reserva 44 Extra Anejo Tequila, off the throne.

The pop-up photobooth was a favorite new addition to Fiesta Friday, as attendees had fun posing with props and friends!

Rancho Mesa Attends Padres Game with IIAB San Diego

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

Members of Rancho Mesa Insurance Services spent the afternoon with the Independent Insurance Agents & Brokers of San Diego (IIAB San Diego) at the organization’s Padre Game Event on Wednesday, May 22, 2019 at San Diego’s Petco Park.

Account Executive Jeremy Hoolihan, Account Manager Christina Haake, Vice President Sam Brown, Account Manager Yvonne Gallagher, and Vice President Sam Clayton represented Rancho Mesa at the event.

The San Diego Padres did not disappoint their fans with a 5-2 victory over the Arizona D-backs. Rancho Mesa cheered for hometown favorite Greg Garcia. Read more about the game highlights on MLB.com.

About the Independent Insurance Agents & Brokers of San Diego

IIAB San Diego is a group of local insurance professionals dedicated to upholding the ideals of the American Agency System. Our Association is founded on mutual respect and support of its members. Through our Association, members access information necessary to further their business. The continuing work of our Association benefits our members, the insurance industry and the San Diego community at large. We stand ready to meet the challenges of both the present and the future through involvement in both profession and the community. For more information, visit www.iiabsandiego.com.

Rancho Mesa Co-Hosts OSHA 10 Course for Landscape Industry

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

Attendees holding certificates after completion of the OSHA 10 Course for the Landscape Industry.

On May 14 & 15, 2019 Rancho Mesa Insurance Services’ co-hosted the OSHA 10 Course for the Landscape Industry at the San Diego Christian College in Santee, CA.

The OSHA 10 Course for the Landscape Industry is a two-day training provided by Berkshire Hathaway Homestate Companies (BHHC) in partnership with the National Association of Landscape Professionals (NALP) and Rancho Mesa Insurance Services, Inc. 

Multiple companies were in attendance at the workshop, including Atlas Tree Service, Four Seasons Tree Care, Inc., Heaviland Landscape Management, Rancho West Landscape, Inc., Pacific Green Landscape, Inc., True Lawn Care, Inc., and Urban Habitat.

Art Marquez of BHHC started off the training with an introduction of the history of OSHA. Steve Hamilton taught the rest of the course covering a variety of topics such as the fatal four hazards (i.e., fall protection, caught in or between, electrical exposures, and struck-by hazards), material handling storage/use, and stairways/ladders. Steve and Art are in the Loss Control department at BHHC, which assists the insureds with safety related trainings and site inspections to ensure that they are not doing anything that would create a hazard or potential claim.

Rancho Mesa's Daniel Frazee Accepts Award at I-Day

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

On Wednesday, April 25, 2019 Rancho Mesa Insurance Services Inc. attended Greater San Diego Insurance Day (I-Day) at the Town and Country Resort and Convention Center in San Diego, CA.

The annual San Diego I-Day, organized by the Independent Insurance Agents and Brokers of San Diego Association (IIAB), is the largest one-day trade fair and seminar in the State of California. Numerous insurance agents/companies along with assorted carriers, vendors, sponsors and more gather at I-Day to enjoy the luncheon, exhibit hall, and awards ceremony.

Daniel Frazee, the Executive Vice President at Rancho Mesa, was honored to accept the Broker of the Year award presented by the of IIAB committee chair. Daniel has been with Rancho Mesa since February of 2000 as an Account Executive in the Property & Casualty department. He became a stockholder in the Agency and was named Vice President in 2004. In 2009, he was elected to the Board of Directors. Frazee holds an Associate in Risk Management (ARM) and a Construction Risk Insurance Specialists (CRIS) designation. He has served on the IIAB of San Diego board for six years; one of those as President, four as committee chair, and two years as the golf committee chair. Rancho Mesa is proud to have Daniel Frazee apart of our team!

NAWIC Celebrates WIC Week at RDO's Demo Day

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

The National Association of Women in Construction (NAWIC) San Diego Chapter concluded its celebration of Women in the Construction (WIC) Week at RDO Demo Day on March 7, 2019 at RDO Equipment Co. in Lakeside, CA.

RDO Equipment Co.’s staff and WIC Week committee members welcomed attendees with savory tacos, good music, goodie bags that included personal protective equipment like a pink hard hat, safety vest and safety glasses, and a John Deere pink/camouflage cap, sticker and key chain.

The evening’s main event was the mini excavator competition. Using the excavator’s bucket, participants tried to scoop up three basketballs that were balanced on safety cones, then drop the basketballs into a box. Participants were given a quick instructional lesson on safety and how to operate the Deere 35G excavator. Then, they began their timed run. Ashley Landers from Bay City Electric Works won the competition with the most number of balls dropped in the box in the fastest time.

“At first it was very scary,” said Shelby Ballow from Dowling Construction, Inc. when asked about her experience operating the excavator. “But, my adrenaline was pumping the whole time and it was really fun. I got one ball - first try. And then, it went downhill from there. But, it was really cool and every girl should try an excavator.”

The RDO Demo Day event was part of WIC Week which is designed “to highlight women as a viable component of the construction industry,” according to NAWIC. “WIC Week also provides an occasion for NAWIC’s thousands of members across the country to raise awareness of the opportunities available for women in the construction industry and to emphasize the growing role of women in the industry. It is also a time for local chapters to give back to their communities.”

Rancho Mesa Insurance Services is pleased to support the National Association of Women in Construction San Diego and its mission.

About NAWIC San Diego Chapter
The NAWIC San Diego Chapter, chartered on April 30, 1959, is very active and involved in the construction industry and the community. Each year the chapter participates in a variety of events including educational seminars and conferences, Women in Construction Week (WIC Week), Block Kids (construction awareness program for children in grades 1 thru 6), CAD/Design/Drafting Contest (High School student activity), Camp NAWIC (a week long program designed to mentor high school girls planning to enter the construction industry), college scholarships, joint meetings with other San Diego professional organizations and various activities with local charities. For more information, visit www.nawicsd.org.

About RDO Equipment Co.
RDO Equipment Co. in Lakeside, California, serves the greater San Diego and surrounding areas. We sell and service John Deere construction equipment, Hitachi equipment, and Vermeer equipment as well as provide construction technology solutions from Topcon and more. Whether your job calls for paving, excavation, utilities, concrete, demolition, or landscaping work, our experienced sales department will help you find the right equipment for your needs. Our large inventory of parts ensures you get the right parts fast to reduce any costly downtime. We also have highly trained and certified technicians to get your equipment back up and running as quickly as possible. Contact us day or night for your service needs. For more information, visit www.rdoequipment.com.