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.

Are You Ready for Safe + Sound Week?

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

Safe + Sound Week, organized by Occupational Safety and Health Administration (OSHA) along with a number of various organizers and partners, is a nationwide event held each August that recognizes the importance and successes of workplace health and safety programs. The event allows companies to share their safety practices with one another to increase workers’ safety.

All organizations looking for an opportunity to recognize their commitment to safety are welcome to participate. More than 1,830 businesses are currently signed up to raise awareness about workers’ health and safety!

Your company can participate in 3 easy steps:

1. Sign Up

2. Plan and Promote Your Events

3. Recognize Your Participation

For more information, visit www.osha.gov/safeandsoundweek.

Client Spotlight: Clark Steel Fabricators Participates in Building Lakeside Landmark

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

If you have visited Lakeside, CA in the last month, you have probably driven under the 30-foot high “Lakeside” sign spanning the north end of Maine Avenue.

On Tuesday, July 16, 2019, enthusiastic residents watched as the new steel and aluminum sign was installed to welcome visitors to the historic business corridor of Lakeside.

Rancho Mesa client, Clark Steel Fabricators, Inc. was a part of the team of craftsmen who worked together to create the new sign.

Kim Clark, President/CEO and Kevin Clark, Vice President of Clark Steel Fabricators became involved with this project 8 years ago when Jerry Mosier of the Lakeside Chamber of Commerce asked if they wanted to take on the construction of the sign.

Clark Steel Fabricators has called Lakeside home since 1999. They take pride in the construction of a local landmark.

“Clark Steel is extremely proud to have been involved in fabricating and installing the Lakeside sign,” said Kim Clark. “We love our hometown and are thrilled to be a part of making Lakeside history!”  

Among the Lakeside sign, Clark Steel Fabricators has also worked on the San Diego Zoo Treetop Pedestrian Bridge, the Stadium Trolley Station, the College Avenue Pedestrian Bridge, and many other San Diego County structures and facilities.

About Clark Steel Fabricators, Inc.
Clark Steel Fabricators, Inc. was established as a family business in 1977 by Melvin Clark. The company is now run by Mel's children, Kim and Kevin, who have been active in the business since its beginning. Clark Steel Fabricators provides high quality steel construction and installation services to customers primarily in the San Diego County area. To learn more, visit www.ClarkSteelFab.com.

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.

Rancho Mesa's Sam Brown Appears in 'My MAAC Story' Video

Rancho Mesa’s Sam Brown, Vice President of the Human Services Group, is featured in MAAC’s recently released video “My MAAC Story - Katie.”

Katie talks about her journey with MAAC and how the program taught her valuable life skills like writing a resume, opening a bank account, and enrolling in a technical training course that has helped her put her life back on track. Sam Brown praises MAAC for providing programs that directly help our communities. 

Rancho Mesa is honored to partner with MAAC, as they continue to help individuals, like Katie, transform their lives and communities.

Video Provided by MAAC.
“We thank Rancho Mesa for partnering with us, as together we strive to make San Diego a better place.” - MAAC

About MAAC
In 1965, MAAC was founded upon a vision to provide a place where local families in need could find the means to self-sufficiency. Together, members from the San Diego Chapter of the GI Forum, Hermandad Mexicana, Laborer’s Local #89, Association of Mexican-American Educators, and the Council of Latin American Clubs, along with other leaders of San Diego’s Mexican American community turned their vision into reality and founded the Metropolitan Area Advisory Committee on Anti-Poverty.To learn more, visit www.maacproject.org.