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.

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.

Employee Spotlight: Whitney Chiriboga Attains MLIS Designation

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

Rancho Mesa is proud to announce that Assisant Client Manager Whitney Chiriboga has earned the Management Liability Insurance Specialist (MLIS) designation.

The MLIS program is designed to equip insurance professionals with a comprehensive understanding of management liability exposures and insurance coverage. The program provides Whitney with fundamental knowledge in areas such as professional liability insurance, directors and officers (D&O) liability, employment practices liability (EPL), and fiduciary liability exposures and insurance.

This accomplishment reflects Whitney's dedication to enhancing her expertise and better serving her clients, particularly in the human services and nonprofit sector.

MAAC Soirée 2023: Uniting for a Stronger San Diego

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

MAAC, an organization dedicated to maximizing self-sufficiency with families and individuals through high-quality programs and advocacy in our communities, held its annual MAAC Soirée on October 26, 2023. The event brought MAAC supporters together to celebrate the organization’s impact on the San Diego community.

Rancho Mesa is honored to support MAAC and its mission. Thank you Berkshire Hathaway Homestate Companies for sharing this moment with us.

Rancho Mesa President Dave Garcia pictured with MAAC President & CEO Arnulfo Manriquez.

About MAAC
Today, MAAC provides life-changing services to over 100,000 individuals annually throughout San Diego County. Collaboration with community partners ensures MAAC remains on the forefront of the community’s ever-changing needs, while strong relationships with funders foster strategic planning around emerging trends. MAAC’s Pathways of Service — Advocacy & Leadership Development, Economic Development, Education, Health & Well-being, and Housing — support our mission of maximizing self-sufficiency with families and individuals through high-quality programs and advocacy in our communities. For more information, visit www.maacproject.org.

SafetyOne™ Releases Updated Features for Custom Toolbox Talk Screens

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

The SafetyOne™ Mobile and Desktop Application is frequently updated to ensure our clients experience the most current risk management technology. Recently, our developers have released several new features for creating and modifying toolbox talks.

When creating a new toolbox talk in the administrator website, only the toolbox talk name and summary sections are now required. Red boxes appear around these required sections, allowing clients to make their toolbox talks more concise, if desired.

Additionally, when viewing toolbox talks on the mobile app and in final reports, only sections that contain content are displayed on the screen. This simplifies the experience for the end-user and eliminates any empty dropdowns.

Rancho Mesa is also excited to announce that QR codes for toolbox talks will be available in the near future. Employees will have the ability to scan the code and sign toolbox talks on their own devices. The signatures will then collectively display on the final toolbox talk report.

Updates such as these are valuable additions to SafetyOne as Rancho Mesa continually aims to help clients manage their risk and keep their employees safe.

Rancho Mesa Supports FHCSD's Spirit of the Barrio Fundraiser

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

On Friday, March 10, 2023 the Rancho Mesa team attended Family Health Centers of San Diego's Spirit of the Barrio.

Attendees enjoyed a tamale lunch, while helping raise funds for the San Diego community. A panel of regional leaders opened patrons’ eyes to county wide concerns, as they addressed the severity of homelessness, and the power of strategic partnerships.

Rancho Mesa is proud to have served the incredible organization for 25 years. To learn how you can support our San Diego community, please visit www.fhcsd.org/spirit-of-the-barrio.

About Family Health Center’s of San Diego
For over 50 years, Family Health Centers of San Diego’s (FHCSD) mission has been to provide caring, affordable, high-quality health care and supportive services to everyone, with a special commitment to uninsured, low-income, and medically underserved persons. To learn more information, please visit www.fhcsd.org.

Client Spotlight: UCP San Diego Hosts 39th Annual Celebrity Waiters Luncheon

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

On Friday, September 23, 2022, United Cerebral Palsy Association of San Diego County (UCP) hosted their 39th Annual Celebrity Waiters Luncheon on Coronado Island, CA.

Rancho Mesa’s Dave Garcia, Lori Stone, Alyssa Burley, and Christina Haake were honored to attend as guests of Berkshire Hathaway Homestate Companies. San Diego firefighters, local TV personalities, sports mascots such as the Padre’s Swinging Friar, celebrities, Hollywood look-a-likes, and generous supporters helped raise over $62,000. The proceeds benefit UCP’s mission to assist people affected by cerebral palsy and other disabilities.

Rancho Mesa is excited to attend 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 and numerous community based programs serving hundreds of local citizens on a daily basis. For more information, please visit www.ucpsd.org.

Rancho Mesa Welcomes Back In-Person Workshops with Captive Resources

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

Information provided by Captive Resources.

On Thursday, April 28, Rancho Mesa held its Control Your Insurance Costs with a Captive Workshop at the Mission Trails Visitor Center, the first in-person workshop in two years.

Captive Resources’ Doug Hayden explained the benefits of business involvement in a captive to attendees while they enjoyed light refreshments amidst the beautiful hills of Mission Trails Regional Park. 

Captive Resources is an independent consultant insurance firm that represents over 5,500 shareholders and exceeds $3.1 billion in combined premiums for its clients.

In his workshop, Hayden shared how captives work and offered advice on ways businesses can get the most out of them. Captives are a valuable way companies can achieve both professional and fiscal success through controlling their insurance premiums, Hayden explained

Rancho Mesa is excited to reintroduce in-person seminars such as these for its clients, and looks forward to hosting future workshops, this year.

The next live webinar is Fleet Safety: Above and Beyond Compliance on Thursday, May 26. Register today.

About Captive Resources

Our mission is to help companies control their insurance costs through the member-owned group captive model. Our industry-leading insurance professionals support every aspect of the group captives they advise, from claims advocacy to operational oversight, risk management, financial services, investment services and more. For more information, visit www.captiveresources.com.

Understanding Client Risk: Rancho Mesa Account Executives Become Safety Star Certified

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

Pictured: Rancho Mesa’s Assistant Account Executive Jack Marrs and Account Executive Greg Garcia.

Earlier this year, several Account Executives at Rancho Mesa earned their Safety Star certification as part of the RM365 Advantage Safety Star™ Program.

Account Executives Amber Webb and Greg Garcia earned their certification in Construction Safety and Associate Account Executive Jack Marrs earned his Safety Star in Human Services.

“I personally decided to complete the Safety Star Program so that I could have a better understanding of the most frequently exposed risks my clients and prospects are facing,'' Amber Webb, Account Executive in the Construction Group said. 

The Safety Star Program is important for all business owners and their employees as it teaches important topics relating to safety in the workplace in order to mitigate job-related injuries.

“The Safety Star Program is an important tool that our clients can use to bring common safety topics to the forefront of their workforce and ensure they are properly trained on these topics. It also allows me to showcase my client’s dedication to safety to our carrier partners,” Webb said. 

Rancho Mesa takes safety seriously. We aim to be as knowledgeable and prepared as possible in order to meet our clients’ needs and understand their industry.

“It was important for me to complete the RM365 Advantage Safety Star Program because I wanted to make sure I understood the courses and training that I was sending out to my clients, and how and why it can benefit them,” Greg Garcia, Account Executive in the Landscape Group, said. “Now that I have my Safety Star certification I can better understand the value and content this training can bring to my customers.”

Client Spotlight: Annual Celebrity Waiters Luncheon Returns to Raise Funds for UCP San Diego

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

Coronado Island welcomed back San Diego firefighters, local TV personalities, Hollywood celebrities, look-a-likes, and caring patrons on Friday, September 24, 2021 to raise funds for United Cerebral Palsy of San Diego County (UCP) at the 38th Annual Firefighters & Friends Celebrity Waiters Luncheon.

Rancho Mesa’s Kim Vasquez, Lori Stone, Alyssa Burley, Sierra Stone, and Jack Marrs were gratified to attend as guests of Berkshire Hathaway Homestate Companies. The event was filled with live and silent auctions, generous tips and sponsorships that raised funds for the organization whose mission is to advance the independence, productivity and full citizenship of people affected by cerebral palsy and other disabilities.

Rancho Mesa is truly honored to have UCP San Diego as a client.

About United Cerebral Palsy of San Diego County

UCP is an agency committed to serving people with cerebral palsy and other disabilities and their families since 1958. Working throughout the years to improve services with every step, UCP has program centers in San Diego and Escondido and numerous community based programs serving hundreds of local citizens on a daily basis. For more information, visit www.ucpsd.org.

Employee Spotlight: Jack Marrs Joins Rancho Mesa

Author, Emily Marasso, Media Communications & Client Services Coordinator, Rancho Mesa Insurances Services, Inc.

Jack be nimble, Jack be quick, Jack is Rancho Mesa’s newest pick.

The Human Services Group at Rancho Mesa welcomes Jack Marrs as its newest Associate Account Executive. 

Jack came to Rancho Mesa in early August and is a 4th generation insurance professional. He will be working alongside Sam Brown, Vice President of the Human Services Group.

Jack is a San Diego native and grew up near the coast. Besides enjoying the beach and catching a wave, here and there, you can find him cruising the streets or tinkering on his 2002 Harley-Davidson.

We are excited to have Jack and his enthusiasm for the industry.