New Employee Spotlight: Rancho Mesa Welcomes Tanisha

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

Rancho Mesa's growing team welcomes a new addition to the accounting department with Tanisha Ranaglia as an accounting assistant.

Throughout her career, Tanisha has gained over 15 years of customer service, inventory and operations experience, making her equipped for her new role in the accounting department.

Tanisha is a San Diego native, and was born and raised in East County. Outside of work, Tanisha enjoys cooking, cheering on her son at his baseball games, and watching the Padres play.

Rancho Mesa is thankful to have Tanisha's valued skills and experience on the team, and we are excited for her future at the company.

Giving Back to the Community: Rancho Mesa’s Greg Garcia Participates in MLB PlayBall Youth Event

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

Former Padres Player and Rancho Mesa Account Executive Greg Garcia pictured with Olympic Gold Medalist and NCAA National Champion Jennie Finch.

On Sunday, June 11, 2023, Rancho Mesa’s Account Executive Greg Garcia participated in “PLAY BALL,” a weekend pop-up event hosted by Major League Baseball and the San Diego Padres that aims to bring baseball and softball accessibility to underprivileged youth.

Garcia, a former Padres player, joined fellow players and over 150 kids in the MLB event at a specially designed, comic book-style lot in Logan Heights.

“To have a field where they can call home and come to hone in on their craft and have fun with their friends, it’s really important… this was me when I was eight or twelve, or however old these kids are — just enjoying the game for what it is,” Garcia said, in an article published by FOX 5 News.

Rancho Mesa is proud to have a member of our team serving the San Diego community.

“At Rancho Mesa we are always trying to look for opportunities to give back to our community so it came as no surprise to me that Greg would be involved in this awesome event,” says Dave Garcia, President, Rancho Mesa Insurance Services, Inc. “I’ve watched him do these things many times over his life and I’m very proud of him for representing Rancho Mesa in giving these kids a day to remember.”

Rancho Mesa Welcomes Bryn Frazee as Intern

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

Rancho Mesa’s Media Communications and Client Services department would like to introduce the newest addition to its team, intern Bryn Frazee.

Bryn is currently a student at New York University, pursuing a Bachelors in Fine Arts in Acting. With her passion for storytelling and eagerness to learn, Bryn will be developing her media and communication skills in the department over the summer.

Bryn grew up in San Diego, CA and splits her time between home and attending college in Manhattan, NY. She enjoys live theater, cinematography, and spending time with her loved ones.

New Employee Spotlight: Rancho Mesa Welcomes Keriann Hurd

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

Rancho Mesa would like to welcome Keriann Hurd to our ever-growing team, as Administrative Assistant and Certician®.

While originally born in Northern California, Keriann grew up a San Diego native. She earned both her Bachelors and Masters degrees at San Diego State University.

Keriann’s diverse career background in theater arts and customer service has developed her skills in communication and makes her a valuable contributor to the team. She will aid in certificates of insurance and office reception duties. We look forward to her future at Rancho Mesa.

In her free time, Keriann enjoys reading books, writing, connecting with friends, and spending time with her two cats, Luna and Sunny.

Rancho Mesa Hosts Heat Illness Prevention Workshop

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

On Friday, June 2, Rancho Mesa held its Heat Illness Prevention Workshop at the Mission Valley Library, presented by Zee Reid from Berkshire Hathaway Homestate Companies.

Attendees enjoyed bagels, pastries, and fresh coffee as they learned best practices for keeping themselves and their employees safe from heat illness on the job site.

Reid covered the symptoms of heat illness, tactics employees should follow to prevent heat-related illness, and how to develop written procedures to avoid heat-related OSHA violations.

Like many of Rancho Mesa’s live workshops, this training is a part of the RM365 Advantage Safety Star™ program. Clients who chose to participate, took the quiz at the end of the presentation and earned credit towards their certification in construction safety.

Rancho Mesa values offering these workshops to promote safety and help clients manage risk.

Our next webinar is Cyber Liability Explained: Hacking Trends for 2023 on Friday, July 14.

About Berkshire Hathaway Homestate Company
The Berkshire Hathaway Homestate Companies (BHHC) are a group of six regional insurance carriers that are part of the Berkshire Hathaway Insurance Group. With more than 40 years in business, BHHC has earned an enviable record of success in the insurance industry that is supported by A.M. Best's highest financial strength rating of A++. Its financial strength provides employees, agency partners, and policyholders the security rarely available in today's marketplace. To learn more, visit www.bhhc.com.

SafetyOne™ Adds Multi-Language Translation to Mobile Forms

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

The SafetyOne™ Desktop & Mobile App released a new feature that translates external mobile form pages on the client website to 136 languages.

This feature exists on the following two pages:

1. When an external user fills out a mobile form accessed via a QR code or browser link.

2. When an external user views their final report.

For those not yet familiar, Rancho Mesa clients have the ability to collect data using mobile forms via the SafetyOne™ app. These customizable forms can be completed through the mobile app, by scanning a QR Code, or clicking a link in an email. Having mobile forms accessible via QR code or a link allows non-app users to easily complete your company’s forms and submit data electronically.

For example, you can quickly and easily collect visitor information by creating a mobile form and placing its QR code at the entrance of your jobsite or facility.

Some Rancho Mesa clients put QR codes on their company vehicles. They ask their drivers to scan the QR code, and complete a quick vehicle inspection before taking the vehicle. This makes collecting mobile form data simple, and anyone can do it because the mobile app is not needed to complete the form, it is complete on the mobile device’s web browser.

Our developers recognized that not everyone is comfortable filling out mobile forms in English, so they added the ability to translate the mobile forms that are accessed through a QR Code or URL.

The person completing the mobile form can choose from any of the 136 languages, and the form will translate any dropdown list, check box, or prefilled option. Once the form is submitted, it is translated back into English for the SafetyOne™ administrator to review on the admin website. 

So, if you think the end user may prefer another language, consider customizing your mobile forms with predetermined options, so they can choose from your list and the system will translate it for you.

Listen to StudioOne™’s podcast episode 310, as Rancho Mesa’s Alyssa Burley and Megan Lockhart discuss the new mobile form updates in detail.

Rancho Mesa Hosts Fleet Safety Workshop for Vehicle Accident Prevention

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

On Thursday, May 18, 2023, attendees gathered at the Mission Valley Library for the Fleet Safety: Above and Beyond Compliance workshop, presented by Jose Pineda from Travelers Insurance.

Clients enjoyed a complimentary lunch while Pineda highlighted important vehicle safety strategies and ways organizations can control their risk for fleet-related accidents.

The presentation proved to be both educational and entertaining with lighthearted anecdotes and audience participation. In order to emphasize the dangers of driver multitasking on the road, Pineda picked audience members to attempt spelling their ABC’s while simultaneously counting to 26.

“I’m just trying to prove to you… multitasking cannot happen. Can you go from one task to the other very quickly? Absolutely, but can you do them both? So, someone that tells me that they can be behind the wheel and…look at that phone, answer emails or just use that time as office time, it's not possible and you're going to end up hurting yourself or someone else,” Pineda explained. 

This workshop was part of Rancho Mesa’s RM365 Advantage Safety Star™ Program. At the end of the presentation, attendees were administered a quiz to receive credit towards earning their Safety Star certification.

Rancho Mesa is proud to host workshops on important topics such as these to assist clients in keeping their employees safe and manage their overall risk.

About Travelers Insurance
Travelers has earned a reputation as one of the best property casualty insurers in the industry. Their expertise and focus on innovation has made them a leader in personal, business and specialty insurance and the only property casualty company in the Dow Jones Industrial Average. With 165 years in the business, and approximately 30,000 employees and 13,500 independent agents and brokers in the United States, Canada, the United Kingdom and Ireland, Travelers helps provide peace of mind to its customers every day. To learn more, visit www.travelers.com.

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.

SafetyOne™ Platform’s Latest Release Updates Mobile Form Layout

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

The SafetyOne™ platform has been updated with design changes to the mobile forms when accessing the screen via the website, scanning the QR Code, or following the URL link.

The header with the form’s name, project name, and report title has been moved to the center top of the screen. Additionally, a new icon has been added to the signature field, and brackets appear around groups of questions indicating they will be repeated. For fields with multiple option pulldowns, the selections chosen appear at the top of the field.

These changes were made to improve the user experience when accessing the mobile forms from outside the app and do not affect the layout of the forms in the mobile app.

More screens will be improved within the coming months. Rancho Mesa always aims to grant the best user experience for its clients.

For more information about the SafetyOne™ Mobile and Desktop application, contact your client services coordinator.