Rancho Mesa's Youngest Team Members Head Back to School

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

Picture collage of Rancho Mesa employees’ kids on their first day back at school.

As summer closes, Rancho Mesa’s youngest team members have headed back to school!

Rancho Mesa wishes these star players the best of luck on this year’s adventures.

Rancho Mesa Attends Snapdragon Stadium Soft Opening

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

Rancho Mesa broke in their suite at the Aztec Snapdragon Stadium during a soft opening on Saturday, August 20, 2022. The SDSU Aztec’s football team held their final scrimmage and invited a select few to test out the stadium before the first game.

Rancho Mesa employees and friends enjoyed all the suite had to offer with freshly prepared foods, cold spirits, comfy theater seats, and an unbeatable view of the field.

The first Aztec game will be September 3, 2022 vs. the University of Arizona, of the Pac-12 Conference. Rancho Mesa is excited to use this new space to host smaller workshops and hold meetings with our clients and partners.

Rancho Mesa Named "Best Practices" Agency in National Competition for 16th Consecutive Year

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

Santee, CA, August 19, 2022 – Rancho Mesa Insurance Services, Inc., a leading Southern California-based commercial insurance brokerage firm, has been awarded the Independent Insurance Agents & Brokers of America's (Big “I”) Best Practices Agency designation for the sixteenth consecutive year.

An elite group of agencies endure a comprehensive analysis of their methods, practices and financials to determine the best agencies in the industry. Of the roughly 36,500 independent insurance agencies in the U.S., only 279 across the nation were chosen this year for this distinction. In California, Rancho Mesa is among about a dozen agencies to earn the Best Practices status.

In order to participate, an agency must first be nominated by the Big “I.” Then, it must submit detailed financial and operational information which is analyzed, scored, and ranked objectively based on operational excellence, including: outstanding customer services, growth, stability, and financial management.

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

“I’m so proud of everyone here at Rancho Mesa for their hard work, commitment to excellence, and client focused efforts that enable us all to be recognized for the 16th consecutive year with this prestigious award,” Rancho Mesa President Dave Garcia said. 

Each year, the Big “I” publishes its "Best Practices Study" using financial and operational data collected from agencies throughout the United States. The 2022 Best Practices Study will be available later this year. It will include a list of all the Best Practices Agencies by state and the results of the study.

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

About Rancho Mesa Insurance Services, Inc.

Rancho Mesa was founded in 1998 and is regarded as a leading Southern California insurance agency with recognized expertise in construction, landscape and nonprofit/social services. The company provides its clients with risk management services, comprehensive insurance programs, bonding, employee benefits, and industry specific training.

Bruce Wilson & Company Delivers Dynamic Leaders Event

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

On July 25-27, 2022, Rancho Mesa’s Vice President of the Landscape Group Drew Garcia attended Bruce Wilson & Company’s Thought Leaders Retreat in San Antonio, Texas at the JW Marriott San Antonio Hill Country Resort & Spa.

The Thought Leaders Retreat is a conference crafted to bring landscape industry leaders together to enhance attendees’ professional and personal lives. The event was centered on building meaningful connections in a personalized setting and delivering pioneered professional education.

“Bruce [CEO of Bruce Wilson & Company] is a green industry legend, he also founded the first peer group program for the landscape industry back in the early 2000s,” Garcia said. “I really enjoyed learning from Bruce, his team and the professional network of landscape companies in attendance.”

Rancho Mesa is honored to have been selected as a sponsor for this event.

To learn more, visit brucewilsoncompany.com.

Rancho Mesa Sponsors 40th Annual UCP Golf Classic

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

Rancho Mesa President Dave Garcia pictured with Dave Carucci, Executive Director for UPC.

United Cerebral Palsy (UCP) of San Diego County held their 40th Annual Golf Classic, benefiting the programs and services provided to children and adults with cerebral palsy and other disabilities. The event was be held on Monday, August 1, 2022 at El Camino Country Club in Oceanside, CA.

Rancho Mesa’s President Dave Garcia was in attendance of the tournament, where Rancho Mesa was the title sponsor.

As a proud supporter of UCP's mission and 7th consecutive year grand sponsor, Rancho Mesa is honored to be a part of this event.

Watch a recap of the 2022 40th Annual UCP Golf Classic below!

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.

Rancho Mesa and BHHC Attend SDSU Football Golf Tournament

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

Daniel Frazee, Greg Garcia, SDSU Head Coach Brady Hoke, Dave Garcia, and Rob Darby.

On Friday, July 29, 2022, Rancho Mesa’s President Dave Garcia, Executive Vice President Daniel Frazee, and Account Executive in the Landscape Group Greg Garcia were joined by President of Berkshire Hathaway Homestate Companies Rob Darby at the SDSU Football Golf Tournament at the Rancho Bernardo Inn. 

“I’m a proud graduate of San Diego State and longtime supporter of their efforts to help shape future generations of young people both on the field and in the classroom,” commented Dave Garcia at the event. 

“Having Rob come down from San Francisco and join us was awesome, it just shows his and BHHC’s commitment to both Rancho Mesa and organizations that we value – can’t thank him enough for making the time and effort,” Dave added.

Rancho Mesa is excited to have a suite at SDSU’s new Snapdragon stadium where the agency plans to entertain clients, carriers, and other partners when the it opens in September 2022.

Dave concluded, “getting to talk with Aztec’s Head Coach Hoke and hearing the excitement in his voice about both the opening of SnapDragon Stadium and the upcoming season, really fired us all up for the September 3rd game vs. Arizona.”

Rancho Mesa Employees Expand Their Estate Planning Knowledge Through Personal Development Initiative

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

A group of eager Rancho Mesa employees gathered in the company’s Santee office on Wednesday, July 27, 2022 as part of the company’s effort to provide not only professional development, but also personal development education to its team members.

Dave Garcia, Rancho Mesa’s President and CEO, had invited attorney Stephanie Downer from Buchalter to educate Rancho Mesa’s team on estate planning.

Pictured Stephanie Downer and Dave Garcia.

“We strongly believe that we should provide a platform for our team members to grow in their personal development outside of their professional development at Rancho Mesa,” said Garcia. “We want them to know we care about them as individuals not just Rancho Mesa employees.”

The presentation focused on the importance of estate planning, who should consider estate planning, and the goals of an estate plan. 

Downer went into detail about revocable trusts, wills, durable power of attorney for financial management, advance health care directives, and HIPAA authorization.

By the end of the presentation, the audience had a better understanding of the purpose of each document and how they work together to create an estate plan.

“I’ve been meaning to learn more about trusts,” said Alyssa Burley, Media Communications and Client Services Manager with Rancho Mesa. “So, I’m grateful that Rancho Mesa took the time to offer this class to us. I feel like we are now equipped to make informed financial decisions for our families.”   

“We want these trainings to become a part of our cultural fabric so we plan on holding them on a quarterly basis,” Garcia explained.

Rancho Mesa Hosts Cyber Insurance Webinar

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

On Thursday, July 28, Rancho Mesa hosted its Cyber Insurance: The Business of Hacking webinar, presented by Beau Bechelli from Evolve MGA.

Cyber attacks are prevalent among companies both small and large, costing them billions per year collectively in the United States. Attendees learned the most common strategies of hackers and ways owners can protect their businesses through mitigating exposures. 

Evolve MGA is a cyber insurance specialist company that provides cyber coverage and a team of specialists to businesses around the world. With 6.5 years of experience working in the cyber insurance industry, Bechelli presented valuable information regarding the benefits of a cyber policy and why it's important today.   

Webinars such as these are just one way Rancho Mesa keeps clients aware of the risks to their companies and informed on how to protect them.

Clients can access the recording of this webinar in the Risk Management Center.

New Employee Spotlight: Rancho Mesa Welcomes Aboard Lauren Koblischke

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

Rancho Mesa is excited to welcome Lauren Koblischke to the Surety Group as Surety Client Coordinator. With an impressive professional background in legal, licensing, and cause marketing, we are thrilled to have her on the team.

Lauren grew up in San Diego and after graduating with her bachelor’s degree from Point Loma Nazarene University, she acquired experience in the legal, marketing and administrative fields, working for organizations such as Simone & Associates and San Diego Wildlife Alliance.

“I'm most looking forward to starting new in the insurance world and being a part of the Rancho Mesa culture. My team is so supportive and I already enjoy so many people here,” Koblischke said.

Lauren has a love for animals, most particularly dogs. She resides in Alpine with her husband and dog. In her free time, Lauren enjoys being outdoors and spending time with her family and friends.

With her diverse professional knowledge and an impressive career background, Rancho Mesa is proud to welcome Lauren as a valuable addition to the Surety team.

Rancho Mesa President Dave Garcia meets with State Fund Leadership Team

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

Last week Dave Garcia, president of Rancho Mesa, met with the leadership team of State Compensation Insurance Fund (SCIF) to assist SCIF in their plans to introduce a workers’ compensation training curriculum for industry producers.

“I was honored to be included and to share my insights and thoughts as to what would be beneficial to producers in general, but in particular to new producers within our industry,” said Garcia. “It’s commendable that SCIF feels the need and understands the importance of educating producers on all facets of the workers’ compensation industry. It will only help our industry become stronger and more professional.”

SCIF is working diligently on refining content and testing the best delivery methods in hopes to roll out the training programs before the end of 2022.

Dave concluded, “We [at Rancho Mesa] do most of our coverage and sales training in-house. In fact, we recently formalized the training into a ‘Rancho Mesa New Producer Playbook,’ but welcome any outside sources such as SCIF’s workers’ compensation training to help round it out and provide additional content.”