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.

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.

New OSHA Log Documentation Features Released in the HR Portal

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

In its most recent update, the RM365 HRAdvantage™ portal has released a new OSHA log feature that allows clients to document their OSHA recordable incidents in the portal.

Clients will now have the ability to document their company’s incidents, generate the OSHA 300 Form and 300A Summary, and sort the data by location of the incident, employees involved, and type of injury.

The portal also added a feature that helps employers determine whether an incident is OSHA recordable. The user can answer a brief series of questions to help determine if documentation is necessary.  

These new features can be found on the “Safety” menu, then click “OSHA Logs.”

For further information, please contact your Rancho Mesa client services coordinator.

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.   

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.

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.

Rancho Mesa Celebrates The Holidays!

Rancho Mesa spent the weekend celebrating another great year and holiday season with team members, family, and friends!

Saturday night, December 3, 2022, was filled with food, spirits, music, dancing, games, prizes, and holiday cheer at Feast & Fairway on the Coronado Island Golf Course.

Rancho Mesa wishes you a Happy Holidays and Happy New Year!

Rancho Mesa Hosts BHHC at Aztec’s Game

Pictured Margaret Hartmann Sr. Vice President Chief Marketing Officer, BHHC; Dave Garcia, President, Rancho Mesa; Danny Engell, Senior Vice President & Chief Underwriting and Analytics Officer BHHC; and Daniel Frazee, Executive Vice President, Rancho Mesa.

Rancho Mesa enjoyed hosting clients and Berkshire Hathaway Homestate Companies’ (BHHC) Executive Leadership Team in their suite for another fun night watching the SDSU Aztecs play against the SJSU Spartans.

Special thanks to all our clients who attended on Saturday, November 12, 2022, and thank you to President of BHHC Rob Darby, who made the trip down from San Francisco in order to attend. 

Go Aztecs!

Dave Garcia Attends ICW Trusted Advisor Event

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

Rancho Mesa President Dave Garcia, a member of the ICW Trusted Advisor Group, recently joined ICW’s Executive Leadership Team at their annual meeting at the beautiful Pelican Hills Resort in Newport Beach, CA.

Garcia indicated ICW’s primary goal was to learn from their members on how they could improve both their services to policy holders as well as their insurance agency partners.

“I’m honored to be selected as part of this amazing group and to continue building my relationships with their executive team,” Dave Garcia, President of Rancho Mesa, said.

In addition to the business meetings, ICW also hosted a Bocce Ball Tournament, which Dave and ICW San Diego Branch Manager Leo Carlino teamed up to win. The team also enjoyed a round of golf on the Pelican Hills Ocean Course, and five star meals each night.

“It’s an event I always enjoy attending, and I want to thank President Kevin Prior, Sr. Vice President Paul Zamora, and Branch Manager Leo Carlino for extending the opportunity to me,” Garcia said.

Rancho Mesa Hosts Sentry Insurance and Clients at SDSU Football Game

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

On Saturday, October 8, Rancho Mesa brought in Sentry Insurance partners, along with mutual clients, for a night of football and fun at the SDSU Snapdragon Stadium.

Clients Benchmark Landscape, Pacific Green Landscape, The Land Stewards, Century Painting, and Sea Crest Services, along with Rancho Mesa and Sentry executives enjoyed an Aztec victory against the University of Hawaii while making valuable personal connections. 

“It was an awesome night with great people. It was really fun to have Sentry and our mutual customers together to enjoy a fun night and build more meaningful partnerships,” said Drew Garcia, Rancho Mesa’s Vice President of the Landscape Group.

Rancho Mesa Hosts Second “Lunch and Learn” for Employee Personal Enrichment

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

On Wednesday, October 6, 2022, Rancho Mesa employees gathered in the Santee office conference room to hear about the importance of 401k plans while enjoying a catered lunch for its second “Lunch and Learn” event.

Rancho Mesa’s leadership hosts these events for team members as a part of its continued commitment to employee personal development.

James Pierik of Stratos Wealth Partners, outlined what 401k plans are, how they work, and the value of company matching. He also emphasized the importance of starting this strategic financial planning early in one’s career.

Rancho Mesa is happy to offer events such as these in order to support its team members not only in their career but also outside the office.

“I would like to find ways to help all of us grow outside of just the insurance functions that help us succeed professionally,” Dave Garcia, President of Rancho Mesa, said.

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.