New Updates to Rancho Mesa's SafetyOne™ Mobile Forms

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

The SafetyOne™ Desktop & Mobile App has released three new field types and one revised field type within its mobile forms feature. These four field types provide Rancho Mesa clients with more flexibility when creating their forms and enforce better structured data, making it easier to fill out forms and manage data within the form.

SafetyOne™ mobile forms can be used for collecting information about an employee injury, a daily jobsite report, checking out equipment, timecard tracking – the uses are limitless.

These forms can collect data like, addresses, dates, numbers, time, text, signatures, sketches, photos, and multiple and single selection options. New field types now include:

1. Dimension Field Type
When creating a mobile form and choosing the dimension field type, the form asks the user to provide a dimension as a numerical value and also to choose what units is to be used, such as feet, inches, miles, square feet, meters and more.

2. Mass Field Type
When creating a mobile form and choosing the mass field type, the form asks the user to provide a weight as a numerical value and also to choose what units to be used such as metric ton, kilogram, grams, or pounds.

3. Temperature Field Type
When creating a mobile form and choosing the temperature field type, the form asks the user to provide a temperature as a numerical value and also to choose what temperature units are being used such as Fahrenheit, Celsius, or the Kelvin scale.

4. Currency Field Types
When creating a mobile form and choosing the currency field type, the form asks the user to provide a numerical value and also to choose from five different currency units. Currency fields will give options for the US Dollar, Euros, Swiss Franc, British Pound, and Canadian Dollar.

Previously, if there was not a specific field type, our clients could use the text or number field to the collect temperature, dimensions, mass, or currency. So, for those who have created custom mobile forms, consider changing out the field types from just a text or number field to one of the new field types so your employees can select the appropriate units for their dimensions, mass, temperature, and currency.

Rancho Mesa Hosts Captive Workshop

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

Information provided by Captive Resources.

On Thursday, April 20, attendees gathered at Rancho Mesa’s Santee office conference room for the Control Your Insurance Costs with a Captive Workshop, presented by Doug Hayden of Captive Resources.

Hayden explained the benefits of entering a captive and how it can help organizations manage their insurance costs while clients enjoyed a complimentary sandwich lunch.

The presentation welcomed interaction as attendees asked questions regarding how captives work and Rancho Mesa account executives commented on ways their clients have fiscally benefitted from captives.

Rancho Mesa values offering accessible and informative workshops such as these monthly. Our next upcoming workshop is Fleet Safety: Above and Beyond Compliance on Thursday, May 18. 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.

Opening Day: Rancho Mesa Employees Are Welcomed Into New Home

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

Monday, April 25, 2023 was an exciting day for the Rancho Mesa family, as the company officially moved into their new office location in Mission Valley, San Diego, CA.

Three years ago the office separated into 2 locations to accommodate growing staff. Now, the new location’s spacious layout has allowed all employees to finally be reunited under one roof.

President Dave Garcia’s vision was brought to life thanks to Char Garcia, Kim Vasquez, Lori Stone, and Alyssa Burley.

Rancho Mesa's Media Communications & Client Services team Alyssa Burley, Lauren Stumpf, and Megan Lockhart had the honor of recording the first episode in the new StudioOne™ on opening day. The three reflected on the office’s opening day and highlighted exciting new features of Rancho Mesa’s new home. Listen to episode 302 below.

Tree Care Specialist Rory Anderson Panelist During NIP Group Webinar

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

Rancho Mesa's tree care expert Rory Anderson, alongside fellow industry peer Eric Petersen, were panelists during a recent informative webinar designed specifically for tree care professionals.

The webinar on April 6, 2023 was hosted by NIP Group, a carrier specializing in insurance coverage for the tree care and landscape industries. NIP Group has provided specialized coverage and risk control to the industries for more than 30 years. Rancho Mesa is proud to partner with them to provide our tree care and landscape clients with the best service possible.

During the webinar, Rory and Eric discussed coverages that tree care professionals should have, but might be missing.

"The tree care industry has unique risks that many general policies don't cover,” says Anderson. “It was an honor to be asked to speak on specific coverages and risk management practices for tree care professionals. It's exciting and fulfilling to continue to help the tree care industry."

Thank you NIP Group for hosting a beneficial forum for tree care industry professionals.

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.

Rancho Mesa Hosts Prevailing Wage Workshop for California

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

On Friday, February 17, at the Mission Valley Library, attendees gathered with notebooks and pens in hand for the “Navigating Prevailing Wage on CA Public Works Projects” workshop.

Prevailing wage has long been a challenge among California contractors working on public works projects. CFOs, controllers, and payroll staff listened as presenter Kimberly Tobin, President and CEO of Contractors Prevailing Wage Insurance Services, taught the legal and mathematical factors required for understanding prevailing wage in California. 

In her presentation, Tobin covered selecting the right wage determination, completing necessary paperwork such as the DAS 140/142, and maintaining a proper audit trail. Calculating rates for individual employees is also not an easy task. Tobin explained the two formulas needed and how to complete a certified payroll report and the fringe benefit statement, to attendees.

Rancho Mesa is pleased to be able to offer learning opportunities such as these through our workshops, and we appreciate Kimberly for her time teaching our clients this often intimidating yet important topic.

About Contractors Prevailing Wage Insurance Services

CPW are subject matter experts on prevailing wage requirements and compliance along with Davis-Bacon regulations. In addition, CPW has found powerful and innovative ways to benefit both employer and employees, saving the employer hundreds of thousands of dollars, while helping the employees by providing them with meaningful and valuable employee benefits. To learn more, visit contractorsprevailingwage.com.

New OSHA Log Documentation Features Released in the HR Portal

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

In its most recent update, the RM365 HRAdvantage™ portal has released a new OSHA log feature that allows clients to document their OSHA recordable incidents in the portal.

Clients will now have the ability to document their company’s incidents, generate the OSHA 300 Form and 300A Summary, and sort the data by location of the incident, employees involved, and type of injury.

The portal also added a feature that helps employers determine whether an incident is OSHA recordable. The user can answer a brief series of questions to help determine if documentation is necessary.  

These new features can be found on the “Safety” menu, then click “OSHA Logs.”

For further information, please contact your Rancho Mesa client services coordinator.

The Future of Risk Management: Rancho Mesa Launches SafetyOne™ Mobile Application

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

Rancho Mesa Insurance Services, Inc. would like to formally announce the launch of its very own SafetyOne™ Mobile and Desktop Application, a platform that will allow clients to integrate risk management with mobile convenience.   

In our continual commitment to meet our client’s needs, Rancho Mesa will be discontinuing our previous risk management platform to make way for new technology. SafetyOne™ will allow companies to effectively manage their safety and risk management needs directly through any mobile device. 

“I’m so excited about the launch of our SafetyOne™ app. Our amazing client services team has spearheaded the implementation of SafetyOne™,” Dave Garcia, President of Rancho Mesa, said. “Personal training, on-demand videos, and regularly scheduled webinars will ensure quick understanding and use of the SafetyOne™ App for our clients.”

SafetyOne™ is designed to carry out an effective safety program within your organization. With a variety of features, clients can administer tailgate talks, perform safety observations, complete mobile forms such as incident reports, and access company policies and files all from their mobile device.

“The SafetyOne™ App is really going to streamline our clients' safety programs through real-time data and intuitive technology. Plus, with minimal setup required, we expect clients to start using it right away," Alyssa Burley, Media Communications and Client Services Manager, said.

Rancho Mesa is looking forward to offering clients a unique risk management experience as well as a library of online safety training courses to assure they are best equipped to manage their risk.

“We’ve had a focus group of clients using it for the past six weeks and their reactions and excitement have been off the charts. We’ve been working for the last several years to create a mobile app that has the ability to assign trainings to employees, conduct those trainings in the field, and then digitally track their completion,” Garcia said. 

With the new platform officially launched, Rancho Mesa’s client services team will begin reaching out to clients directly to start their personal onboarding process into the new platform.

Rancho Mesa Hosts Cal/OSHA’s Consultation Services Workshop

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

On Friday, January 13, 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. It is designed to help employers learn what is needed for compliance while issuing no citations or penalties for what they may find.

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, please visit the Cal/OSHA website.

Employee Spotlight: Rancho Mesa Welcomes Kristi Kamenski to the Team

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

With our team ever-growing, Rancho Mesa is pleased to welcome aboard Kristi Kamenski, as our newest client coordinator.

Kristi was born and raised in San Diego. After graduating from Monte Vista High School, she studied Business Administration and Accounting at Cuyamaca College.

Kristi resides in Lemon Grove and enjoys spending time in her garden alongside her three sulcata tortoises.

With her relevant education and skill set, we look forward to Kristi being a valuable addition to the team. We are excited for her future at Rancho Mesa.