Vocational Visions Presents Rancho Mesa with Vendor of the Year Award

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

Sam Brown, Vice President of the Human Services Group at Rancho Mesa, accepting the Vendor of the Year award.

On Saturday, September 7, 2019 Vocational Visions, an Orange County nonprofit helping create opportunities for adults with disabilities, hosted the Enchanted Evening Gala at the Hyatt Regency in Newport Beach, CA.

Rancho Mesa’s Sam Brown, Shane Medlin, and Colin Cadman enjoyed the fun-filled event as it offered delicious food, a Vocational Visions participant dance routine, and one of the most impressive silent auction collections ever seen.

During the event, Joan McKinney, Executive Director at Vocational Visions, honored Rancho Mesa Insurance Services, Inc. as Vendor of the Year.

"Sam Brown always goes the extra mile," said Joan McKinney, Executive Director at Vocational Visions. "He helped us get no cost GPS devices and monitoring software, from our carrier, for our fleet of vehicles. He secured us a worker’s compensation quote that was significantly less than all other quotes we received. He did this by reviewing all our safety policies and staff training with the underwriter. Sam and Rancho Mesa are so responsive to our need to preserve resources for our non-profit organization, so that we can direct those resources to our programs and those who benefit from our services."

Joan McKinney, Sam Brown, and Linda Albers, Board President of Vocational Visions.

Rancho Mesa is a commercial property & casualty and benefits insurance agency with expertise in human services, construction, and landscape. Rancho Mesa has received the IIABA National Best Practices Agency designation for 13 consecutive years. 

"I’m so pleased to provide a real-world solution for Vocational Visions," remarks Sam Brown, Vice President of the Human Services Group at Rancho Mesa. "Their leadership’s commitment to client safety is so strong. The workers’ comp savings is a product of Vocational Visions hard work."

Thank you Sam Brown for always providing OneofOne® service to Rancho Mesa clients. Rancho Mesa is honored to receive the Vendor of the Year award!

About Vocational Visions
Vocational Visions is a non-profit agency located in Mission Viejo, CA which provides vocational and life skills training and support services to adults with intellectual/developmental and other disabilities. They create pathways to employment, life-long learning, and social inclusion for nearly 600 participants annually. To learn more, visit www.VocationalVisions.org.

BHHC Honored at OneofOne® Partners Recognition Spotlight Event

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

Like an intimate gathering of close friends, guests celebrated at the San Diego Yacht Club on Thursday, September 19, 2019 at the OneofOne® Partners Recognition Spotlight event hosted by Rancho Mesa’s President, Dave Garcia. The event honored Berkshire Hathaway Homestate Companies’ (BHHC) San Diego claims department and underwriting staff for their commitment to providing OneofOne® service to Rancho Mesa clients over the last 20+ years.

The evening was filled with views of the marina, food, drinks, music, photobooth, tequila, and friendly faces. All enjoyed the celebration.

"On behalf of BHHC,” wrote Margaret Hartmann, Senior Vice President & Chief Marketing Officer at BHHC. “I just wanted to express our gratitude for the amazing appreciation event in recognition of our service teams. It was a wonderful celebration of our long term and very successful partnership with Rancho Mesa. Everything was first class — the venue, food, tequila and even the weather was perfect. We were overwhelmed by your generosity and graciousness. Once again you have proved that Rancho Mesa is OneofOne. We look forward to continuing to provide the highest quality of service to our mutual clients. We can’t thank you enough!"

Thank you BHHC for your continued partnership!

Berkshire Hathaway Homestate Companies

The Berkshire Hathaway Homestate Companies is a group of six insurance carriers that are part of the Berkshire Hathaway group of insurance companies. Headquartered in Omaha, Nebraska, with more than 40 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. For more information, visit www.bhhc.com.

Rancho Mesa Receives CompWest President's Club Award

Author, Lauren Stumpf, Media Communications Assistant, Rancho Mesa Insurance Services, Inc.
Information provided by CompWest.

Rancho Mesa Insurance Services, Inc., is honored to receive the President’s Club Award from CompWest Insurance Company.

“These agencies are outstanding partners with CompWest,” said Al Gileczek, president of CompWest and Accident Fund. “We are proud to work with them in offering world-class workers’ compensation products and services to our customers. We deeply appreciate their continued support, ongoing feedback and valued insight into the individual needs of their clients. We look forward to a strong partnership for many years to come.”

The President’s Club Award recipients represent an exceptional group of high-performing agent partners in the western U.S. The qualifications for the 2018 award included written premium exceeding $2.25 million, a five-year cumulative loss ratio of 50 percent or less, and premium retention of 80% or higher.

About CompWest Insurance Company
CompWest Insurance Company, part of the AF Group, 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 artisan contractors, ranging in premium up to $1,500,000 (maximum of $500,000 for artisan contractors). They provide leading strategies to small and mid-market employers who desire to achieve long-term cost savings. To learn more, visit www.CompWestInsurance.com

Client Spotlight: United Cerebral Palsy of San Diego County Hosts 37th Annual Golf Classic

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

On Monday, August 19, 2019, United Cerebral Palsy (UCP) of San Diego County held their 37th Annual Golf Classic, benefiting the programs and services provided to children and adults with cerebral palsy and other disabilities. The event was held at the El Camino Country Club in Oceanside, CA.

Dave Garcia, President & CEO of Rancho Mesa, and Marc Carucci holding UCP Golf Tournament plaque.

As an advocate for UCP's mission and the event's grand sponsor, Rancho Mesa is honored to have been a part of this event and help support the organization.

Padres player Greg Garcia, Dave Garcia’s son, also recognized by UCP Annual Golf Classic as a Honorary Chairman.

About United Cerebral Palsy of San Diego County
The mission of UCP of San Diego County is to advance the independence, productivity and full citizenship of people affected by cerebral palsy and other disabilities. By making solid steps, UCP can build a better community for all in the process. For more information, visit ucpsd.org.

To become a sponsor or for upcoming event questions contact Marc Carucci at mcarucci@ucpsd.org or call (858) 571-5365 x112.

Rancho Mesa Launches RM365 HRAdvantage™ Platform

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

Rancho Mesa Insurance Services, Inc., a leading commercial insurance brokerage based in Southern California, launched its RM365 HRAdvantage™ platform in late August 2019. The platform is designed to assist business owners, human resources and office staff with navigating their employment risks through an online portal.

Clients enjoy unlimited access to a team of certified HR experts who can quickly answer complex human resources and compliance questions over the phone or through the online portal. They will provide their expert advice on how your company should proceed in unique situations.

Confidently manage a living employee handbook with an easy-to-use comprehensive handbook builder and receive suggested updated as laws change throughout the year.

Rely on an extensive library of human resources and compliance articles, forms, job description builder and calendar of important dates to ensure that your company is in compliance with regulations.

Develop your employees’ soft skills and ensure compliance through targeted online courses in human resources, compliance and legal issues, computer and IT, customer service, and professional development.

“Rancho Mesa saw a need and decided to offer its clients access to an online portal with expert human resources advice along with a host of other tools to assist them with their administrative duties,” said Dave Garcia, President and CEO at Rancho Mesa Insurance. “We’re confident our clients will take advantage of our new HRAdvantage resource.”

Feel confident that you have a team of HR professionals providing expertise and guidance to minimize the risks associated with employment law, safety, healthcare, and compliance.

All Rancho Mesa clients will receive login information to the RM365 HRAdvantage portal the first week of September 2019. Clients will have the opportunity to register for two overview webinars held the second week of September 2019.

To learn more about the HRAdvantage portal visit RanchoMesa.com/HRAdvantage.

Rancho Mesa Sponsors Another OneofOne® Legacy Gift Opportunity

Author, Sam Brown, Vice President, Human Services Group, Rancho Mesa Insurance Services, Inc.

Updated September 26, 2019

DEADLINE EXTENDED: In an effort to accommodate all who want to participate in the OneofOne® drawing, the deadline to submit entries has been extended to Tuesday, November 5, 2019. The drawing will take place on Thursday, November 7, 2019.

Rancho Mesa is excited to announce that we will be sponsoring another legacy gift opportunity and giving one of our clients the naming rights to a pediatric examination room at Family Health Centers of San Diego.

The Family Health Centers of San Diego is one of the largest community clinics within the United States, offering a wide range of health care services that provide care to over 190 thousand 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 & physical therapy, and a pharmacy. Through a financial commitment to help support their efforts we have been given the opportunity and privilege to have an examination room named on our behalf or to anyone of our choosing.

How to Be Entered into The Drawing

Please send Alyssa Burley a quick email about how Rancho Mesa has impacted your business. From an individual moment, to a consistent effort, or an overall feeling; we want to know what we have done to help support your company’s success. If you like, you can send us a short video explaining what we have done to give you that OneofOne® experience.

When you send us your OneofOne moment, we will enter you into the drawing for the naming rights. On the day of the drawing we will select 11 winners. For the first 10 we will make a $250 donation in your behalf to any one of the 44 non-profits we work with in the San Diego community, or to the non-profit of your choice. The 11th ball drawn will be the winner of the legacy gift and proudly have their name displayed outside a pediatric examination room at Family Health Centers of San Diego.

The drawing deadline has been extended! Submit your entries by Tuesday, November 5, 2019. The drawing will take place on Thursday, November 7, 2019.

I hope you can join us and have some fun while supporting our San Diego non-profit community. Let’s make a OneofOne® moment together!

Watch video of 2018 OneofOne® winners: OneofOne Drawing Winners Honored at Family Health Centers of San Diego

Dave Garcia Joins ICW Groups’ Trusted Advisor Board

Authors, Alyssa Burley, Media Communications and Client Services Manager and Lauren Stumpf, Media Communications Assist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa’s President and CEO Dave Garcia was recently invited to serve on ICW Group’s Trusted Advisor Board.

The distinguished members will meet to discuss ICW Group’s role within the insurance industry and provide a broker’s perspective.

Dave currently serves on several President Advisory Councils and is truly honored to be a member of ICW Group’s Trusted Advisor Board. “Working with and partnering with Kevin, Paul, Stephanie, and the entire ICW service team over the years has been a huge part of our success at Rancho Mesa. I’m excited for the opportunity to be a part of their Trusted Advisor Board!” says Dave Garcia.

About ICW Group
Based in San Diego, ICW Group Insurance Companies is the largest privately held group of insurance companies domiciled in California. Quoting more than $3 billion annually, ICW Group represents a group of Property, Auto and Workers’ Compensation insurance carriers, including Insurance Company of the West and Explorer Insurance Company.

Additionally, ICW Group was recently recognized as the 16th ranked carrier in Direct Work Comp premiums written nationwide. ICW Group is recognized nationally as an industry leader in helping policyholders achieve fewer and less costly claims, and is committed to meeting the needs of its policyholders and elevating the trusted agents and brokers who advise them. More information is available at www.icwgroup.com.

Employee Spotlight: Rachel Bristol Joins Rancho Mesa's Certificate Department

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

Rancho Mesa Insurance Services is pleased to announce the hiring of Rachel Bristol as a member of the certificate department and receptionist.

Rachel graduated from San Diego State University with a B.S. in Biology with an emphasis in Zoology, and went on to receive her M.A. in Biology from Miami University. Prior to Rancho Mesa, she worked at San Diego Safari Park as a private and public tour guide. Her strong customer service skills make her ideal for the certificate department and Rancho Mesa's front desk.

Rancho Mesa is excited to welcome Rachel Bristol to the RMI team, as she begins her new career in the insurance business!

Rancho Mesa Recognized as Best Practices Agency for 13 Consecutive Years

Author, Alyssa Burley Media Communications and Client Services Manager, 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 thirteenth consecutive year.

The 2019 Best Practices Study conducted by the Big “I” and Reagan Consulting subjectively scored and ranked agencies on 33 performance factors. Out of 1,349 nominated agencies, only 267 qualified for the coveted Best Practices designation as industry leaders.

“Since 1993, the Best Practices Study has examined top performing agencies across the country,” according to the study’s website. “The purpose of the research is to compile the operating statistics of the country's leading agents and brokers. This provides the industry benchmarks and operational information on growth, profitability, productivity and financial stability.” A list of the 2018 Best Practices agencies is available here. The 2019 study will be released later this year. Visit the Big “I” website for the 2018 study results.

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/best-practices/Pages/Become-BP/become-bp.aspx.

Rancho Mesa Enjoys Annual Family Summer Night

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

Rancho Mesa threw their annual Family Summer Night on Saturday, July 27, 2019. This year it was held at Stone Brewing World Bistro & Garden - Liberty Station. Family and friends gathered to enjoy delicious food, crafted drinks, fun games, and good company. The night was concluded watching The Lion King, under the stars, at the outdoor cinema space.

A huge thank you to Lori Stone for putting together another successful event!