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!

Rancho Mesa Celebrates Launch of New Agency Management System

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

With champagne and cheers, Rancho Mesa Insurance Services, Inc., a twelve-time Best Practices Agency, celebrates a successful migration from Applied Systems’ TAM agency management system to Applied Systems’ Epic®. To ensure the company continues to stay ahead of the pack with the latest technology, sixteen months ago, the decision was made to upgrade the agency’s internal system.

The migration process was a labor of love for members of the implementation team, Kim Vasquez and Lori Stone. Without them, this process would not have gone so smoothly.

The implementation team worked for over a year and a half to ensure the transition went off without a hitch. Their diligence and attention to detail was not only to ensure staff were well-trained and prepared for the new system, but also to ensure that Rancho Mesa clients saw no disruption in service.

“I’m so proud of everyone’s dedication, hard work and the overall effort it required to insure that this is yet another OneofOne moment for Rancho Mesa – Cheers!,” said Dave Garcia, President and CEO at Rancho Mesa Insurance Services, Inc.

After months of intense preparation and weeks of online and in-person training, Rancho Mesa’s staff is well prepared and eager to dive into using the new agency management system.

Boys & Girls Clubs of East County Raises $70K at 46th Annual Golf Day

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

On Friday, July 12, 2019 the Boys & Girls Clubs of East County held their 46th annual Golf Day at Singing Hills Golf Resort, Oak Glen Course, in El Cajon, CA.

Pictured from left to right: Chase Hixson, Account Executive of Human Services; Sam Brown, Vice President of the Human Services Group; Jeremy Hoolihan, Account Executive of Construction.

144 participants showed up to raise nearly $70K which directly supports the after school and summer programs provided by the Boys & Girls Clubs of East County for almost 60 years.

Several companies sponsored the event including Stan Boney & Family, Hunter's Run Apartments, Walmart, Christian Brothers Emergency Building Services, Republic Services, Waste Management, and Rancho Mesa.

Rancho Mesa was honored to take part in the event as both a sponsor and participant.

About the Boys & Girls Clubs of East County
The Boys & Girls Clubs of East County have been developing, implementing, and providing activities and programs to disadvantaged youth since 1961. Operating in the communities of El Cajon, Lakeside, La Mesa and Santee, the Clubs offer three full –service clubhouses with gymnasiums for children 5-10, and two Teen Centers in La Mesa and El Cajon designated for teens ages 11-18. Providing children with age appropriate activities, trained professional staff, state of the art computer labs; cool, clean, well maintained buildings and a safe, healthy atmosphere to learn and grow has been the ultimate goal of the Boys & Girls Clubs of East County. To learn more, please visit www.bgcec.org.

NALP Field Trip Comes to San Diego!

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

Rancho Mesa is excited to announce our sponsorship to what has been described as the “Can’t miss educational event of the summer!”

Industry icons Marty Grunder and Frank Mariani, along with host Mike Bogan of LandCare, headline an incredible opportunity for educational growth and networking. The event will be held at the Hyatt Regency in La Jolla, CA on August 6th & 7th and there will be a special tour of the LandCare facility. 

For a complete list of information about this event please visit NALP Field Trip: Frank and Marty’s Excellent Adventure or contact Lisa Wood at NALP for more details. 

We hope to see you there!

Rancho Mesa Co-Hosts OSHA 10 Course with Sentry Insurance

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

On May 23 & 24, 2019 Rancho Mesa Insurance Services co-hosted the OSHA 10 Course for the Construction Industry at the San Diego Christian College in Santee, CA. The two-day training was provided by Sentry Insurance.

Ken Grote, a Senior Safety Services Consultant for Sentry, taught the course covering a variety of topics such as the differences between Cal/OSHA and federal OSHA, hazard communication, fall prevention, proper scaffold usage, working safely with electricity, hearing protection, reducing falls, trenching and excavation safety, personal protective equipment (PPE), and much more.

Thank you Sentry Insurance for providing this valuable training to Rancho Mesa Insurance clients.

About Sentry
Sentry Insurance started in 1904 and has grown to become one of the largest, and financially secure mutual insurance companies in the nation. They have recently opened their West Coast Regional office in Irvine, CA. At Sentry—because they are a mutual insurance company—their business is built on a foundation of service to their policyholders. Although they’ve grown and changed a lot over the past 110 years, one thing hasn’t changed. They still work to serve policyholders, and to help their clients’ businesses thrive. For more information, visit www.sentry.com.

Rancho Mesa Insurance Services, Inc. is proud to partner with Sentry Insurance. They hand-picked Rancho Mesa as a business partner to grow their market share, due to Rancho Mesa’s expertise in the construction area.