Rancho Mesa Shows Support for Breast Cancer Awareness Month

Throughout the week of October 13-17, our team donned the color pink to recognize Breast Cancer Awareness Month. This year in particular, our Rancho Mesa family stood together to honor our friend and fellow co-worker, Kim McCoy, who lost her battle with breast cancer after a courageous five-year fight.

We hold Kim and the entire McCoy family in our hearts, celebrating her amazing life and the lasting impact she made on all of us.

The month of October is important to our team as we show our continued support for those affected by breast cancer, and participate in furthering awareness.

Representing RMI at the 2025 Philadelphia Insurance Big Hitters Event

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

From left: Human Services Group VP, Sam Brown with Philadelphia Insurance Senior VP, Mike Freeman

On October 12th, I attended the 2025 Philadelphia Insurance Big Hitters event in New Orleans, Louisiana. The two-day conference allowed attendees, which included insurance agency leaders and Philadelphia Insurance executives from around the country, a chance to learn from one another, share insights on what the near and long term future holds for insurance stakeholders, and look back fondly on the previous year of positive client outcomes.

Philadelphia remains committed to insuring non-profit and human service organizations, despite the challenging underwriting climate. Part of that is educating and listening to its partner agencies. Over the course of two days, leadership invited the gathered agents to explore what makes Philadelphia successful, but also asked agents as many questions as they answered. Everyone can improve and learn from the attendees’ combined client interactions, successes, and lessons learned.

Business discussions included a sobering presentation on the state of legal system abuse as well as easing property market conditions. To create shared experiences and grow relationships, we had the opportunity to join a local food tour or visit the city’s World War II museum.

Meeting the Philadelphia leaders who make decisions impacting Rancho Mesa clients is the true highlight. I went to advocate for our clients and learn how we can uncover opportunities to produce more successful client outcomes. You don’t always hear a “yes,” but I see possibilities in the “maybes,” too.

 Rancho Mesa has been a Philadelphia appointed agency since 2010.

Rancho Mesa Attends UCP's Annual Celebrity Waiters Luncheon

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

On Friday, September 26, 2025, United Cerebral Palsy Association of San Diego County (UCP) hosted its 42nd Annual Celebrity Waiters Luncheon on Coronado Island, CA.

The event featured San Diego firefighters, prominent local figures, Hollywood personalities, as well as dedicated supporters, all set against the beautiful backdrop of the San Diego Bay at the Coronado Island Marriott Resort & Spa.

The proceeds from the event supported UCP’s mission to empower individuals with cerebral palsy and other disabilities.

Our team was honored to attend as guests of Berkshire Hathaway Homestate Companies. Rancho Mesa looks forward to 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 that provide assistive technology, children's services, equipment recycling, family support, grants & funding, respitality, and more. For more information, please visit www.ucpsd.org.

Rancho Mesa Hosts BHHC and Clients at Aztec Football Game

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

On Saturday, September 20, 2025 Rancho Mesa employees were joined in the Snapdragon Stadium suite box by members of Berkshire Hathaway Homestate Companies, E.L. Hobbs and Fuller Electric to witness a historic night of San Diego State football.

“We are always so grateful for time spent with our friends at Berkshire,” said Daniel Frazee, Executive Vice President with Rancho Mesa. “They are truly a part of our Rancho Mesa family and we feel so fortunate to be partnered with them. Go Aztecs!”

The Aztecs put on quite the show, beating the California Golden Bears 34-0 and improving their record to 2-1. The shutout marks the first time SDSU has held a current team from a power conference scoreless since 1975.

Rancho Mesa Strengthens Industry Bonds at IICF San Diego Bowling Tournament

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

On Thursday, August 28th Rancho Mesa attended the IICF San Diego Bowling Tournament at Mira Mesa Lanes.

Members of the Rancho Mesa team spent the afternoon throwing strikes and spares alongside our carrier partners and other insurance professionals. The event was a positive way to strengthen relationships within the industry while also giving back to the community.

“Relationships are crucial for our business, and they make it possible to more effectively serve our clients,” said Matt Gorham, Account Executive with Rancho Mesa. “Events like this create opportunities to foster and further connections with our carrier partners, helping to promote open, honest communication with underwriters and underwriting managers.”

Rancho Mesa was proud to support the event, as over $40,000 was raised to benefit local San Diego nonprofits through the IICF Community Grants Program.

Visit IICF San Diego’s website to learn more about the organization and how you can get involved.

Rancho Mesa Sponsors NAWIC San Diego Annual Golf Tournament

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

On Friday, July 25, Rancho Mesa was proud to sponsor NAWIC San Diego’s 3rd Annual Paula Covert Memorial Golf Tournament at Twin Oaks Golf Course in San Marcos, CA.

Partner Alyssa Burley, Marketing & Media Communications Specialist Megan Lockhart and Client Technology Specialist Brenda Khalil handed out snacks, refreshments and Rancho Mesa koozies while connecting with tournament participants at our table on Hole 11.

Players could also subscribe to one of our email newsletters for a chance to win two Padres tickets.

Rancho Mesa was grateful to NAWIC for hosting this fun-filled event that offered us the opportunity to network and build stronger relationships within the industry.

SafetyOne™ Adds New Functionality for Training Reminders

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa aims to provide practical resources to help our clients implement an effective safety program and mitigate risks. We do this by listening to feedback from our clients and implementing features to better serve their needs.

In the latest platform update, SafetyOne™ Administrators (often safety managers and human resources personnel) can ensure their team stays on top of online trainings with our new email reminder feature. Administrators can set email reminders to be sent at three different intervals and/or daily until the training is completed.

“Our clients expressed a need, and we listened,” Rancho Mesa Client Technology Specialist Brenda Khalil said. “This new feature is a great addition to the platform, and we feel it will become a key feature for ensuring employees stay on top of training within their organization.”

The training reminders can be accessed through the SafetyOne website. For step-by-step instructions on how to schedule training reminders, visit Rancho Mesa’s SafetyOne FAQ page.

Employee Spotlight: Natalie Aguayo Promoted to Client Manager

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is proud to announce Natalie Aguayo’s recent promotion from Assistant Client Manager to Client Manager.

Natalie has proven a vital member of the Construction Group since joining in December 2024. Her nearly 10 years of experience in the commercial insurance industry has allowed her to skillfully master the Assistant Client Manager role and make a smooth transition to Client Manager.

Natalie’s experience, work ethic, and professionalism make her a valuable member of our team. We are proud of her achievement and look forward to her continued success.

Rancho Mesa’s Christina Haake Accepts Emerging Leader Award at I-Day

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa had a reason to celebrate at this year’s Greater San Diego Insurance Day (I-Day), hosted by The Independent Insurance Agents and Brokers (IIAB) of San Diego.

On Tuesday, May 20, 2025 our team joined other insurance companies, agents, and carriers at the Town and Country Resort and Convention Center in San Diego, CA for the annual I-Day luncheon and awards ceremony.

Rancho Mesa’s Christina Haake was presented with the Emerging Leader Award for her contributions to the industry.

“Over the last few years, Christina has shown her willingness and aptitude for leadership,” Alyssa Burley, Partner with Rancho Mesa, said. “Throughout her time with PWI, she has chaired, co-chaired, or volunteered for countless events. We are so proud of her and her willingness to give back to the industry and her community.”

Christina began her insurance career with Rancho Mesa as a Client Coordinator in 2011. She was promoted to Client Manager in 2015 before accepting her current role of Senior Client Manager in 2022.

Rancho Mesa Hosts PWI San Diego’s Membership Kick-Off Social & Game Night

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

On Thursday, January 23, 2025 over 50 insurance professionals and members of PWI San Diego gathered at Rancho Mesa’s Mission Valley office for the PWI 2025 Membership Kick-Off Social & Game Night.

Attendees were invited to enjoy food, drinks, and games, along with a chance to grow and strengthen relationships with other specialists in the insurance industry. The event featured speeches from Rancho Mesa’s Vice President of the Construction Group Sam Clayton, former PWI San Diego President Cheena Malicki and Business Office Technology Coordinator Sosha Thomas from Grossmont College’s OPT Program.

Through all the fun and excitement, Rancho Mesa and PWI San Diego still kept their focus on helping the community by hosting a charity drive to collect over a dozen rolling backpacks for OPT students.

“It was a great start to the new year for PWI,” said this year’s PWI President and Rancho Mesa Senior Client Manager Christina Haake. “I loved seeing everyone gathered together and having a great time.”

If you missed out on this event, there are still plenty more exciting networking opportunities coming up in the rest of the year.

“2025 is going to be a really fun year for PWI,” Haake said. “We have some really exciting events coming including Paint Night in March and our first Pickleball Tournament in June. I'd like to encourage people to come to an event and see what we are all about if they have not done so before. It's always a good time”

To become a PWI member, or for details on upcoming events, visit the PWI San Diego website.

About PWI San Diego
PWI provides people in the insurance industry (and those who support the insurance industry) opportunities for networking, business development, idea exchange, career enhancement, education and giving back to our community. They do so through general membership meetings and through special events like golfing, shopping events, happy hours, and more.