Rancho Mesa Hosts Fiesta Friday 2024 with OneofOne Success

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

On Friday, May 3, Rancho Mesa revived its annual Fiesta Friday on the lawn and recreational space of its Mission Valley office.

After a four-year break from the event due to COVID-related circumstances, the team was ecstatic to bring back one of Rancho Mesa’s beloved traditions. The event brought together employees, clients, and carrier partners to an outdoor Cinco de Mayo-inspired party.

The event offered live music, fresh street tacos, a churro stand, and a tequila tasting while guests socialized, played cornhole and captured memories in the photo booth.

At the tequila tasting table, guests sipped Nicho Real Extra Añejo or Komos Añejo Cristalino and voted on their favorite. The Komos Añejo Cristalino claimed the winning spot among participants.

Near the end of the fiesta, Rancho Mesa President Dave Garcia thanked guests for attending and drew names for the raffle. Winners went home with either a bottle of Nicho Real Extra Añejo or Komos Añejo Cristalino as well as a flask.

Rancho Mesa would like to thank the clients and partners that helped make Fiesta Friday 2024 a success. We were thrilled to spend the afternoon with our guests and are grateful for their dedication to and relationship with our brokerage.

Rancho Mesa Hosts Captive Workshop for Clients

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

On Thursday, April 25, Rancho Mesa hosted its workshop, Control Your Insurance Costs with a Captive at our Mission Valley office, presented by Doug Hayden of Captive Resources.

Hayden detailed the concept of an insurance captive and the ways clients can effectively manage their insurance costs by being a part of one.

The presentation offered an in-depth understanding of the captive business model and how members play a role in the process, allowing for open discussion as attendees asked questions.

For more information about insurance captive and how they might work for your business, clients can contact their account executive.

Rancho Mesa values offering accessible and informative workshops such as these monthly. Our next workshop is Fleet Safety: Above and Beyond Compliance on Friday, May 17.

About Captive Resources
Captive Resources’ mission is to help companies control their insurance costs through the member-owned group captive model. Their 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. To learn more, please visit www.captiveresources.com.

SafetyOne™ Updates: Embedded Links Added to Observation Questions

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

Recently, SafetyOne™ has released an update that allows users to add links to custom Observation questions.

In the Administrator website, when clients create their own questions for the Observation feature, they will now have the ability to link a website URL. When employees conduct the Observation on the mobile app, they will be able to follow the link in the custom question. Users can also add a share link to a file either stored in SafetyOne’s File Cabinet or any online file storage site. 

Rancho Mesa continuously strives to meet the needs of our client’s operations. This update was made as a result of client feedback to expand Observation feature function.

Our Frequently Asked Questions page on the Rancho Mesa website has a step-by-step guide detailing to add these links to Observations. Clients can also contact their client technology coordinator for further questions. 

Rancho Mesa Hosts Ladder Safety Workshop

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

On Friday, March 22, 2024, attendees gathered at Rancho Mesa’s Mission Valley office for the Ladder Safety workshop, presented by Rick Sanchez and Lito Reyes, Senior Loss Control Consultants with CompWest Insurance.

Sanchez and Reyes highlighted the different types of ladders and their intended uses as well as important ways companies can control their risk for ladder-related accidents.

“Ladder accidents and ladder violations are in the top 10 most common types of violations in [Cal/OSHA’s] book,” Sanchez said. “The three most common things that they see is incorrect use, improper setup, and poor condition.”

The presenters showed photos taken in the field of incorrect ladder use and encouraged the audience to point out what was wrong.

“All of these photos support the fact that [majority] of accidents on the job result from unsafe behavior, not the equipment, not physical hazards but unsafe behavior so it's really important to reinforce proper use and awareness and hold people accountable,” Reyes said.

Rancho Mesa values providing educational workshops in order to assist clients in keeping their employees safe and manage their overall risk.

New SafetyOne™ Toolbox Talks Added for the Land Care Industry

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

In Rancho Mesa’s continued efforts to meet the industry-specific needs of our clients, 52 new toolbox talks have been added to the SafetyOne™ platform, specific to landscape and lawn care.

The new library covers a vast range of topics such as poisonous plant awareness, chainsaw safety, mulch and soil handling safety, green waste disposal, and PPE use for landscape contractors.

The 52 new toolbox talks are available in both English and Spanish, and are intended to provide a years-worth of lessons for land care companies.

For instructions about accessing the library of land care-specific toolbox talks, view the steps in the FAQ section of the Rancho Mesa website. For further questions about SafetyOne, clients can reach out to their client technology coordinator.

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.

Cal/OSHA Consultation Services: Workshop Recap

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

On Friday, January 26, attendees met at the Mission Valley Library for the Cal/OSHA’s Consultation Services: A Proactive Approach to Workplace Safety Workshop.

Business owners, safety directors, managers, and supervisors listened as Cal/OSHA Consultation Branch Manager, Carmen Cisneros, presented valuable information about how their companies can effectively utilize Cal/OSHA’s Consultation Services.

Cisneros explained the benefits of Cal/OSHA Consultation, a free service separate from the enforcement branch that’s designed to help employers learn what is needed for compliance while issuing no citations or penalties for what they may find. She also shared personal anecdotes to highlight the importance of following construction safety guidelines.

Rancho Mesa appreciates Carmen and Cal/OSHA for presenting this valuable information for businesses and we are pleased to be able to offer workshops on important topics such as these to our clients.

For more information about utilizing Cal/OSHA’s Consultation Branch, clients can visit the Cal/OSHA website.

Employee Spotlight: Rancho Mesa’s Andy Roberts Appointed President of SASD

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

Surety Account Executive Andy Roberts was appointed President of the Board of Directors for the Surety Association of San Diego (SASD) as of 2024, an impressive leadership position.

The Surety Association of San Diego is an organization that aims to support members, educate the community, and impact legislation relating to the surety industry. SASD promotes the benefits of corporate suretyship and actively strives to improve its business conditions and practices.

Roberts has over a decade of experience in both the insurance and surety industries. He previously held the position of Treasurer for the organization's board.

“This opportunity to be President of the Surety Association is something I’m very excited about as it represents an opportunity to make a meaningful impact within this wonderful industry,” Roberts said.     

Rancho Mesa commends Roberts on his leadership accomplishment, making a positive impact within the surety industry.

Employee Spotlight: Rancho Mesa Welcomes Alex Torres to the Team

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

Rancho Mesa is pleased to welcome its newest member to the team, Alex Torres, as Administrative Assistant and Certician©.

Alex will handle certificates of insurance as well as maintain administrative assistant duties at the front desk. Her career experience in administrative, billing, and receptionist roles makes her a valuable asset to the team.  

Alex was born and raised in San Diego. She spends her weekends cheering on her three children at their soccer tournaments and cooking with her family. Alex also enjoys traveling, dancing, and watching movies.

Rancho Mesa is excited for Alex’s future at the company.

Employee Spotlight: Rancho Mesa Welcome Diana Venegas as Client Coordinator

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

In our continued growth as a team, Rancho Mesa would like to welcome its newest addition, Diana Venegas, as client coordinator.

Diana’s experience in business administration and billing has given her strong customer service, communication, and technical skills vital to the client coordinator role.

Born and raised in San Diego, Diana enjoys spending her free time creating memories with her three children, cooking and spending quality time with her family and loved ones.

Rancho Mesa is excited to be expanding its client coordinator team with valuable members like Diana and we look forward to her future at the company.