Celebrating 40 Years of Impact: UCP's Annual Celebrity Waiters Luncheon

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

BHHC and Rancho Mesa employees pictured at 40th UCP Celebrity Waiters Luncheon.

On Friday, September 22, 2023, United Cerebral Palsy Association of San Diego County (UCP) hosted their 40th Annual Celebrity Waiters Luncheon on Coronado Island, CA.

The highly anticipated event showcased San Diego firefighters, local personalities, the San Diego Padres' Swinging Friar, celebrities, Hollywood look-alikes, and generous supporters against the stunning backdrop of Coronado Island overlooking San Diego Bay.

Event proceeds benefit UCP’s mission to assist people affected by cerebral palsy and other disabilities.

Rancho Mesa’s Dave Garcia, Lori Stone, Alyssa Burley, Sierra Stone, Whitney Chiriboga, Kristi Kamenski, and Lauren Stumpf were honored to attend as guests of Berkshire Hathaway Homestate Companies.

Rancho Mesa looks forward to this event each year and is a proud sponsor of UCP and its mission!

About United Cerebral Palsy of San Diego County
Since 1958, UCP is an agency committed to advancing the independence, productivity, and full citizenship of people affected by cerebral palsy and other disabilities. Working throughout the years to improve services with every step, UCP has program centers in San Diego and Escondido that provide assistive technology, children's services, equipment recycling, family support, grants & funding, respitality, and more. For more information, please visit www.ucpsd.org.

Employee Spotlight: Lauren Stumpf Takes On Marketing and Media Strategy in New Role

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

Lauren Stumpf, previously Media Communications and Client Services Specialist, has taken on a new role at Rancho Mesa as Marketing and Media Communications Specialist, where she will be able to focus on enhancing marketing and media strategy.

In her new role, Lauren will be instrumental in shaping marketing and media efforts at Rancho Mesa. She will serve as an essential strategist in brand management. This includes social media planning, podcasts and video production, website management, and public relations strategies. She will also assist in client technology for select clients.

We are thrilled to have Lauren’s experience and professionalism in this new role at Rancho Mesa.

Employee Spotlight: Megan Lockhart Elevating Client Communications at Rancho Mesa

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

Megan Lockhart, who previously served as the "Media Communications & Client Services Coordinator" at Rancho Mesa, has embarked on an exciting new journey in her role as the "Client Communications Coordinator." In her new position, Megan is spearheading efforts to enhance Rancho Mesa’s client communication strategies.

One of Megan's primary responsibilities is the creation of informative training content and materials, ensuring clients have the knowledge they need for a seamless digital experience within Rancho Mesa’s SafetyOne™ Desktop & Mobile App and the RM365 HRAdvantage™ portal. She also plays a crucial role in writing safety and industry news articles and keeping clients up-to-date with relevant information via the production of multimedia content, including StudioOne™ podcasts, videos, workshops and webinars.

Through her efforts, Megan is helping Rancho Mesa deliver on its commitment to providing exceptional service and support to its valued clients.

Rancho Mesa Employees and Clients Enjoy Unforgettable Night at Aztecs Football Game

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

On September 2, 2023, Rancho Mesa employees and their clients gathered at the Snapdragon Stadium in San Diego, CA, for an unforgettable evening of college football. Attendees were treated to a top-notch experience within Rancho Mesa’s suite box and pregame field passes.

The San Diego State Aztecs took on the Idaho State Bengals in a thrilling match that had fans on the edge of their seats. The game concluded with the 2 for 2 win of the season for the Aztecs.

Rancho Mesa is looking forward to making many unforgettable experiences as the season continues.

Behind the Scenes: Sentry Insurance Sets Up Video Production at Rancho Mesa Office

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

Sentry Insurance, a renowned name in the insurance industry, recently made a captivating visit to the Rancho Mesa office for an exciting promotional venture. Over the course of two days, the Sentry Insurance video production team made home at Rancho Mesa’s San Diego office to produce a video showcasing the thriving partnership between the two entities. The video featured exclusive interviews with key figures, including Rancho Mesa's President Dave Garcia, Sentry’s Regional Executive John Fischl, and one of their esteemed clients, Greenbrier Lawn & Tree Expert Co.

The video serves as a testament to the relationship between Sentry Insurance and Rancho Mesa, highlighting the companies’ commitment to providing top-notch insurance solutions to their shared clients across various sectors. This collaboration exemplifies the spirit of partnership and dedication that drives both organizations in their pursuit of providing OneofOne™ excellence. Stay tuned for the release of this engaging promotional video.

Employee Spotlight: Kathryn Zamora Becomes Safety Star Certified in Construction

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

Rancho Mesa’s Kathryn Zamora pictured holding her RM365 Advantage Safety Star certification.

Rancho Mesa would like to congratulate client technology coordinator, Kathryn Zamora, for recently earning her certification in construction safety as a part of the RM365 Advantage Safety Star™ program.

The courses in the Safety Star program teach important topics relating to construction safety in the workplace to help employers mitigate job-related injuries. Fall protection, ladder safety, heat illness prevention, and fleet safety are a few of the courses participants must pass in order to earn their certification in construction safety.

“Our Safety Star Program helped me learn about the safety requirements and standards in our client's industries,” Zamora said. “Now, I can confidently recommend the material in each course to clients looking to improve their safety programs.”

The Safety Star Program is just one way Rancho Mesa ensures our team understands the industry-specific risks our clients are exposed to in order to help mitigate them.   

Rancho Mesa Team Celebrates Aztecs' First Win of the Season at Snapdragon Stadium

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

On a sunny Saturday, August 26, 2023, Rancho Mesa employees came together for a day of camaraderie and sportsmanship at San Diego's Snapdragon Stadium. The occasion was the highly anticipated matchup between the San Diego State Aztecs and the Ohio Bobcats. From the comfort of Rancho Mesa's box suite, employees reveled in the game's twists and turns, surrounded by a vibrant atmosphere of cheering fans.

Amid the cheers and applause, employees enjoyed the perks of their VIP experience, savoring complimentary food and drinks while basking in the thrill of the game.

This memorable outing not only marked the Aztecs' first game of the season but also strengthened the bonds among Rancho Mesa's employees, fostering a sense of unity and shared achievement.

New Employee Spotlight: Rancho Mesa Welcomes Reina Maniscalco

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

Rancho Mesa would like to announce a new addition to the team, Reina Maniscalco as a Client Coordinator.

Reina has over 15 years of impressive customer service experience in both the health care and construction industries. Most recently, she ran her husband's grading and excavation company, which helps her better understand our construction clients’ needs.

Although Reina has lived in many different states throughout her life, she is native to San Diego and loves living here. Outside of work, Reina likes cooking and watching her daughter play basketball. She enjoys spending time with her family, camping, boating, and road tripping in nature.

Reina has a passion for helping others. Her years of experience make her a valuable addition to her new team. We are thrilled to see what her future holds at Rancho Mesa.

“I am excited to grow with RMI and look forward to making it my second home and family,” Reina said. “I absolutely love the positive and genuine vibe here at Rancho Mesa.”

Rancho Mesa Hosts Contractual Risk Transfer Workshop

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

On Friday, August 18, 2023, Rancho Mesa hosted an informative workshop, Safeguard Your Company with Contractual Risk Transfer, at the Mission Valley Library, presented by Alan Coppola from Travelers Insurance. 

Attendees enjoyed fresh coffee and pastries as Coppola outlined how companies can use contractual risk transfer to protect themselves from liability claims in the construction industry.

He explained the importance of written contracts in contractor agreements and the risk exposures to beware of when signing them.

In his presentation, Coppola emphasized the importance of establishing a record retention policy and explained how contracts can be used as a tool to transfer risk. He concluded by advising clients to assess their company’s contractual risk process to ensure they are fully protected.

Rancho Mesa offers industry-specific workshops such as this to ensure clients have access to the information they need to protect their organizations.

Our next workshop is Fighting Fraud within the CA Workers’ Compensation System on Friday September 22, 2023. Register today.

Rancho Mesa's Unbroken Streak: 17 Years of Excellence Recognized in National Best Practices Competition

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

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 seventeenth 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 35,000 independent insurance agencies in the U.S., only about 150 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.

“This is an award that is difficult to achieve, so I’m particularly proud of our continued efforts. Congratulations one and all for your contributions and efforts,” 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 2023 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, and industry specific training.