Rancho Mesa and Sentry Insurance Enjoy Night at Aztecs Football Game

On Friday, November 8, 2024, Rancho Mesa employees were joined by the Sentry Insurance leadership team to watch the SDSU Aztecs football game at the Snapdragon Stadium in San Diego, CA.

Rancho Mesa was honored to host our Sentry guests, John & Lynne Fischl, Nic Hernandez, Joanne Rodriquez and Gabe Mendez in Rancho Mesa’s suite box.

“It was fun to have many of our talented service team members, including two of our newest members Joyce Flores and Olivia Velasco. Thank you to everyone for taking time, on a Friday night no less, to help make the night so fun,” Rancho Mesa President David Garcia said.

Although the outcome of the game was not in the Aztec’s favor, our team had a fantastic time building upon an already strong partnership and friendship with Sentry Insurance.

Rancho Mesa Insurance Services, Inc. Honored with Best Practices Agency Designation for Eighteenth Consecutive Year

Rancho Mesa Insurance Services, Inc., has been awarded by the Independent Insurance Agents & Brokers of America (Big “I”) as a Best Practices Agency for the eighteenth consecutive year.

This prestigious recognition is given to an elite group of agencies that undergo a comprehensive analysis of their methods, practices, and financials to determine who is the best in the industry. Out of approximately 35,000 independent insurance agencies in the U.S., 2,600 were nominated and only 235 were selected this year for this distinction. In California, Rancho Mesa stands out as one of a select few agencies to earn the Best Practices status.

To qualify, an agency must first be nominated. Following the nomination, it must submit detailed financial and operational information, which is then analyzed, scored, and ranked objectively based on operational excellence, including outstanding customer service, growth, stability, and financial management. Each agency must be among the 35-45 top-performing agencies in its revenue category to be awarded Best Practices status.

The data collected from these Best Practices independent insurance agencies is studied and used to establish benchmarks, enabling other agencies to measure their performance and adapt their businesses based on the best practices guidelines established through the study.

“This award is incredibly challenging to achieve, and I am immensely proud of our team's sustained efforts. Congratulations to everyone at Rancho Mesa for your dedication and hard work,” said Dave Garcia, President of Rancho Mesa.

Each year, the Big “I” publishes its "Best Practices Study," which includes financial and operational data collected from agencies across the United States. The 2024 Best Practices Study will be available later this year and will feature a list of all the Best Practices Agencies by state, as well as the study's results.

To learn more about what it takes to be a "Best Practices Agency," visit www.independentagent.com/best-practices.

RM365 Advantage Safety Star™ Program for Construction Moves to SafetyOne™ Platform

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

Rancho Mesa has officially released its RM365 Advantage Safety Star™ program in the SafetyOne™ platform. Moving forward, clients participating in the construction safety program will complete the courses entirely through the platform or via an in-person workshop.

The Safety Star videos have been updated with the most current safety information, and the required courses are now accessed entirely via the online training feature.

The Safety Star program teaches important topics relating to construction safety in the workplace to help employers mitigate job-related injuries. Fall protection, ladder safety, heat illness prevention, fleet safety, and accident investigation are some of the courses participants must pass in order to earn their certification in construction safety.

If clients are interested in Safety Star certification for themselves or their employees, they can submit an application on the Rancho Mesa website, or reach out to their Client Technology Coordinator.

Rancho Mesa’s Jeremy Hoolihan Attends Berkshire Hathaway Annual Shareholders Meeting

Rancho Mesa Partner in the Construction Group, Jeremy Hoolihan, was honored to be invited by Berkshire Hathaway to attend their 2024 Annual Shareholders meeting on Saturday, May 4, in Omaha, Nebraska. Jeremy had the opportunity to hear Berkshire Hathaway Chairman and CEO, Warren Buffet, speak about the State of Berkshire Hathaway, the first quarter results, and fielded questions the shareholders threw his way.

Guests of Berkshire Hathaway included independent insurance agencies from all over the US as well as several hand-picked Berkshire Hathaway team members.  Guests enjoyed visiting the exhibit hall where they could purchase Berkshire-owned products such as See’s Candy, Dairy Queen, Fruit of the Loom, Pampered Chef at a discounted rate.

Guest also enjoyed multiple dinners at Omaha’s famous 801 Chophouse and the Boiler Room.

“This was an amazing trip and I’m so thankful for Berkshire’s invitation,” Hoolihan said. “My highlight of the Shareholder meeting was the tribute they had for Charlie Munger, who was Warren Buffet’s long time business partner”.

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.

Together We Blaze the Trail: Rancho Mesa Kicks Off for 2024

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

On Friday, January 12, 2024, the Rancho Mesa team gathered at Stone Brewery in Liberty Station for its annual Kick-Off Meeting and lunch to reflect on the past year, acknowledge achievements, and set goals for 2024.

Employees enjoyed a catered lunch and dessert while Rancho Mesa President Dave Garcia, presented a summary of the 2023 year. Garcia commended successful milestones in sales and offered insight into the state of the market.

To celebrate members of the team for their dedication to the company, Garcia revealed personalized Rancho Mesa baseball jerseys for employees who have been with the company for at least 5 years.

We look forward to the year ahead with our clients and partners, as we blaze the trail together!

View the Rancho Mesa 2024 Video:

Rancho Mesa Celebrates at its 2023 Holiday Party!

Over the weekend, Rancho Mesa had a blast celebrating another amazing year and holiday season with our team, loved ones, and friends!

On Saturday, December 9, 2023, we enjoyed delicious food, drinks, music, dancing, games and lots of holiday cheer amid a beautiful ocean view at the Scripps Seaside Forum in La Jolla.

Rancho Mesa wishes you a Happy Holidays and New Year, from our family to yours!

Rancho Mesa Expands Ownership Welcoming Four New Partners

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

Rancho Mesa is excited to introduce its newest partners to the ownership team, Account Executive Jeremy Hoolihan, Account Executive Kevin Howard, Accounting Manager & Office Administrator Lori Stone, and Media Communications & Client Services Manager Alyssa Burley. These individuals have been offered ownership stakes in recognition of their contributions and dedication to Rancho Mesa’s success.

Unlike traditional practices that limit ownership to account executives, Rancho Mesa has extended this opportunity to key support staff members, acknowledging success is a collaborative effort that involves contributions from every department.

"I’m so excited to welcome Jeremy, Kevin, Alyssa and Lori as new partners. This obviously represents how much they have all meant to the business success of Rancho Mesa but also just what amazing people they all are. They are not just business partners to me but, most importantly, friendships I cherish." said Dave Garcia, President of Rancho Mesa.

Rancho Mesa's commitment to recognizing achievements at all levels not only celebrates its team members' accomplishments but also signifies a commitment to promoting a workplace where every individual, regardless of their role, is empowered to contribute to the company's overall success.

Happy Halloween from Rancho Mesa

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

Happy Halloween from the Rancho Mesa team! We're in the spooky spirit today. The team enjoyed a spooktacular potluck and costume contest, with Amy Johnston taking first place as a pink flamingo rider, Ashley Hunter winning second place as 'Holly Guacamole,' and Rachel Bristol snagging third place dressed as 'Jake From State Farm.'

We wish everyone a safe night filled with frights and delights! 🎃

Rancho Mesa Employees and Clients Enjoy Unforgettable Night at Aztecs Football Game

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

On September 2, 2023, Rancho Mesa employees and their clients gathered at the Snapdragon Stadium in San Diego, CA, for an unforgettable evening of college football. Attendees were treated to a top-notch experience within Rancho Mesa’s suite box and pregame field passes.

The San Diego State Aztecs took on the Idaho State Bengals in a thrilling match that had fans on the edge of their seats. The game concluded with the 2 for 2 win of the season for the Aztecs.

Rancho Mesa is looking forward to making many unforgettable experiences as the season continues.