IIAB San Diego Hosts Past Presidents Luncheon

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Wednesday, September 19, 2018, the Independent Insurance Agents and Brokers of San Diego (IIAB) hosted its annual Past Presdients luncheon at the San Diego Yacht Club.

Rancho Mesa’s Daniel Frazee, Executive Vice President and former IIAB President (2010) attended the event along with Sam Clayton, Vice President at Rancho Mesa and current board member.

The group gathers once a year to reminisce and look through old memorabilia collected by the organization.

About Independent Insurance Agents and Brokers of San Diego
IIAB San Diego is a group of local insurance professionals dedicated to upholding the ideals of the American Agency System. Our Association is founded on mutual respect and support of its members. Through our Association, members access information necessary to further their business. The continuing work of our Association benefits our members, the insurance industry and the San Diego community at large. We stand ready to meet the challenges of both the present and the future through involvement in both profession and the community. For more information, visit www.iiabsandiego.com.

Employee Benefits Workshop Video Now Available On-Demand

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Thursday, August 30, 2018, Rancho Mesa's Shane Medlin and Barbara Ciudad from Total Administrative Services Corporation (TASC) discussed employee benefits compliance topics at the workshop for Rancho Mesa Insurance Services clients.

The workshop was designed to discuss frequently missed employer requirements within COBRA, ERISA requirements and summary plan descriptions.

The video of the workshop is now available via the Risk Management Center or by submitted a video request form.

Contact Alyssa Burley at (619) 438-6869 for questions about the Employee Benefits Compliance Workshop on-demand video.

About Total Administrative Services Corporation (TASC)
TASC is proud to provide administrative services that are second to none. Comprehensive, competitive, and dependable, its nationally known products have grown to dominate the industry over the past 40 years. With more than 21 innovative service offerings, we confidently serve businesses of all sizes in all 50 states. Last year our annual revenue exceeded a robust $100 million. All this is possible thanks to TASC's team of dedicated professionals, made up of 7,600 field representatives and more than 900 associates at our Madison, Wisconsin, campus and remote locations. For more information, visit www.tasconline.com.

OneofOne Drawing Winners Honored at Family Health Centers of San Diego

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

OneofOne drawing winners, Tom and Debby Doyle of Progressive Electric Co. were honored on August 29, 2018 at the Family Health Centers of San Diego Logan Heights clinic.

Outside the door of exam room 8 of the pediatric ward, a new plaque reads, “this room is dedicated to Thomas & Deborah Doyle for generously supporting Family Health Centers of San Diego.”

The couple was bestoyed the naming rights to the examination room on Monday, April 2, 2018 after they participated in Rancho Mesa’s "OneofOne" drawing.

Watch the OneofOne Drawing.

Rancho Mesa clients were asked to submit their OneofOne moments describing an instance when Rancho Mesa exceeded their expectations. In return, Rancho Mesa donated $250 to ten local nonprofits on behalf of the winners. Tom and Debby Doyle won the grand prize, the naming rights to the examination room.

“The OneofOne drawing is an excellent way for Rancho Mesa to bring our construction and human services clients together to support our community,” said Sam Clayton, Vice President of the construction group at Rancho Mesa Insurance.

Sam Clayton, Tom & Debby Doyle standing in front of the room plaque.

The couple received a tour of the facility by Anthony White, Director of Community & Government Relations at Family Health Centers of San Diego. Accompanied by Sam Clayton, the couple spent the morning learning about the organization’s programs.

“My wife Debby and I are honored to be recognized at the Family Health Centers of San Diego Logan Heights clinic. We are so excited that Rancho Mesa introduced us to this valuable organization that helps so many people in the community,” said Tom Doyle, Progressive Electric Co.

Wall plaque that reads “This room is dedicated to Thomas & Deborah Doyle for generously supporting Family Health Centers of San Diego.”

Anthony White, Sam Clayton, Tom and Debby Doyle talking in hallway in front of an examination room at Family Health Centers San Diego.

“I was touched—by your generosity, and by the [OneofOne Drawing] winner’s humility and happiness over their acknowledgement,” wrote Fran Butler-Cohen, CEO, Family Health Center of San Diego. “Thank you for your continued support of our mission! This is a model for other corporations!”

About Family Health Center of San Diego

For more than four decades, Family Health Centers of San Diego’s (FHCSD) mission has been to provide affordable, high-quality health care and support services to all people, with a special commitment to the uninsured, low-income and medically underserved. Annually, our staff provides care to more than 190,000 unique patients—a third of our region’s low-income patients—through more than 800,000 encounters. For more information, visit www.fhcsd.org.

Rancho Mesa and TASC Team Up to Provide an Employee Benefits Compliance Workshop

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Shane Medlin from Rancho Mesa Insurance giving a presentation at the Employee Benefits Compliance workshop.

On Thursday, August 30, 2018, Rancho Mesa's Shane Medlin and Barbara Ciudad from Total Administrative Services Corporation (TASC) discussed Employee Benefits Compliance Topics at the workshop for Rancho Mesa Insurance Services clients.

The workshop was designed to discuss frequently missed employer requirements within COBRA, ERISA requirements and summary plan descriptions.

A video of the workshop will be available on-demand via the Risk Management Center, within a few weeks.

About Total Administrative Services Corporation (TASC)
TASC is proud to provide administrative services that are second to none. Comprehensive, competitive, and dependable, its nationally known products have grown to dominate the industry over the past 40 years. With more than 21 innovative service offerings, we confidently serve businesses of all sizes in all 50 states. Last year our annual revenue exceeded a robust $100 million. All this is possible thanks to TASC's team of dedicated professionals, made up of 7,600 field representatives and more than 900 associates at our Madison, Wisconsin, campus and remote locations. For more information, visit www.tasconline.com.

Client Spotlight: United Cerebral Palsy of San Diego County Hosts 36th Annual Golf Classic

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Monday, August 20th, 2018, the UCP 36th Annual Golf Classic was held at the El Camino Country Club in Oceanside, CA to benefit United Cerebral Palsy of San Diego County (UCP).

As an advocate for UCP's mission and the tournament grand sponsor, Rancho Mesa is honored to have been a part of this event and help support the organization.

Uploaded by FactCheck75 on 2018-08-30.

About United Cerebral Palsy of San Diego County
The mission of UCP of San Diego County is to advance the independence, productivity and full citizenship of people affected by cerebral palsy and other disabilities. By making solid steps, UCP can build a better community for all in the process. For more information, visit ucpsd.org.

Client Spotlight: YardApes' Philanthropy Recognized in Lawn & Landscape Magazine

Par for the Course

August 6, 2018
Story by Kate Spirgen, Lawn & Landscape

The YardApes Quad AM Golf Classic has raised thousands of dollars for local nature preserves and nonprofits. Photo courtesy of YardApes.

Back in 1999, when Yardapes was a small company, the seven or eight employees would get together about once a month to go golfing and let off some steam. “We used to call it the Hack Fest because some people could barely swing a club or hit the ball, so we’d just go have fun and then have a cookout afterward,” says Shayne Newman, founder and owner.

Then, an employee suggested turning the Hack Fest into a charity event, and after two or three years of talking about it, Newman decided to just go for it. Now in its 13th year, the annual YardApes Quad AM Golf Classic is a huge success, benefitting nonprofits in Connecticut to the tune of $43,500 since 2006. “We’ve had a lot to learn but we’ve been really successful,” he says.

And that’s just one of many projects YardApes employees take part in. Newman is a big believer in the idea that if you do good things, good things will come back around. But once the company started giving back, he realized how much recognition the company would get from the community and the landscaping industry. Not to mention the team-building aspect of volunteerism.

^{Reproduced with permission.}

Fleet Safety Workshop Video Now Available On-Demand

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Thursday, July 26, 2018, Stephanie Bartley from Liberty Mutual presented the Fleet Safety Workshop for Rancho Mesa Insurance Services clients at San Diego Christian College in Santee, CA.

Stephanie discussed how to increase vehicle safety, control vehicle accidents, and safeguard long-term profitability, the essential points of a fleet safety and accident prevention program, plus defensive driving skills. 

Attendees came away with a better understanding of the importance of adopting fleet safety strategies that go beyond compliance, how company profitability can be positively impacted, and strategies to increase safe driving behaviors & reduces costs.

The video of the workshop is now available via the Risk Management Center or by submitted a video request form.

Contact Alyssa Burley at (619) 438-6869 for questions about the Fleet Safety Workshop on-demand video.

Workshop Video Library Offers On-Demand Training

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Leaving the office or job site to attend a workshop can be difficult for some Rancho Mesa clients. So, we've provided two easy ways to access the workshop videos on-demand from the video library within the Risk Management Center or through the Workshop Video Request Form.

To view a workshop video on-demand, login to the Risk Management Center, navigate to the Risk Management Library and locate the Rancho Mesa folder. There, you will find the Workshops & Webinar list. 

To request a video if you don't have access to the Risk Management Center, go to the Workshop page on the RanchoMesa.com website, scroll down to the “Previous Workshops” section. Click on the “Request a Workshop Video” button, complete the form and we’ll send you a link to view the video.

Requesting a video via the RanchoMesa.com website makes it easy for employees who may not have access to the Risk Management Center to watch valuable training videos, or for prospective clients who want to see the types of resources that are available to clients.

Available on-demand workshop videos include:

• Early Return to Work Program
• Employee Benefits: EaseCentral
• Employment Law Update 2018
• Fleet Safety
• Fraud Within the CA Workers’ Compensation System
• Heat Illness Prevention

• Mod Doctor (Landscape)    
• Nonprofit Risk Management
• On-Site Health & Safety
• OSHA Reporting Series: Generating the 300A Electronic Report
• Risk Management Center Overview

Contact Alyssa Burley at (619) 438-6869 for questions about the Risk Management Center, workshops, webinars or on-demand videos.

Talking Risk: Daniel Frazee Delivers Talk To ICW Group Risk Managers

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Insurance Company of the West (ICW) risk consultants gathered on Tuesday, August 14, 2018 for training and to hear Daniel Frazee, Executive Vice President at Rancho Mesa Insurance Services, Inc. speak about the importance of the broker/risk manager relationship.

Daniel covered in detail the important role risk consultants can play in developing a strong relationship with employers. He encouraged the new employees to study claim trends, look for cause and nature of injuries, and listen with intent as they build partnerships with businesses.

Daniel also recommended asking pointed questions in initial meetings about what specifically businesses are looking for in their relationship with a workers' compensation carrier. Tying those answers together and working in step with brokers were critical pieces to Daniel’s message to the group.

“It is always a pleasure working with Tom Joliff and his team of risk consultants," said Daniel Frazee. "It just continually reminds me what a forward-thinking insurance company ICW is. They have been so proactive with their growth, adding quality talent to ensure that their servicing remains strong for their policyholders. Having a chance to speak to these new employees allowed us to share some of Rancho Mesa’s service tenants and philosophies, as well. Building on this partnership to ultimately reduce risk for our clients is very satisfying.”

"Daniel did a great job," said Tom Jolliff, Sr. Risk Management Consultant for ICW Group. "What we were looking for from Daniel today was just to give a little input to our associate risk managers about the broker/producer relationship with the carrier and also the risk management consultants. And the information that he provided was exactly what we were looking for. Daniel is a perfect example of somebody who's a great business partner with ICW Group. I've dealt with him for over ten years and I understand you know what that relationship with the broker and the risk management consultant means. So, he was really my first choice when it came to thinking about somebody to talk to our new folks. That's really why I chose Daniel."

About ICW Group
Based in San Diego, ICW Group Insurance Companies is the largest group of privately held 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. For more information, visit www.icwgroup.com.

Vigilance Risk Solutions Delivers Active Shooter Awareness and Preparedness Workshop

Author, Alyssa Burley, Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Ty Smith from Vigilance Risk Solutions giving a presentation at the Active Shooter Awareness and Preparedness workshop.

On Wednesday, August 8, 2018, Ty Smith from Vigilance Risk Solutions (VRS) presented the Active Shooter Awareness and Preparedness workshop for Rancho Mesa Insurance Services clients.

This dynamic two-hour course covered the evolution of the active shooter threat, industry trend evaluations, how to spot a potential threat, psychology of a shooter, the vigilance mindset, run-hide-fight, decision making, supervisor responsibilities and so much more.

"This was easily the most important workshop we've had all year," said Sam Brown, Vice President of the Human Services Group at Rancho Mesa Insurance. "I can't wait to have VRS back and I have no doubt that we will fill the room again." 

About Vigilance Risk Solutions
Vigilance Risk Solutions offers industry-leading risk mitigation services to organizations large and small through an effective three-step approach.  This process is a proven pathway to the layered and holistic security required to protect people, assets, operations, and reputation. For more information, visit www.vigilancerisk.com.