Employee Spotlight: Rachel Bristol Earns CRIS Designation

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

In a notable achievement, Rachel Bristol, Assistant Client Manager at Rancho Mesa, has recently earned the prestigious Construction Risk and Insurance Specialist (CRIS®) designation. This achievement highlights Rachel's commitment to serving clients with the utmost expertise in construction insurance and risk management.

Rachel began her career at Rancho Mesa in July 2019, as a Receptionist & Certician®. Her rise to the position of Assistant Client Manager showcases her dedication to professional growth and her ability to provide top-tier service to Rancho Mesa clients. Earning the CRIS designation enhances her ability to provide invaluable guidance to clients and work more effectively with carriers.

Rancho Mesa is committed to staying at the forefront of construction insurance and risk management, ensuring our clients receive the best guidance and support in this specialized field.

MAAC Soirée 2023: Uniting for a Stronger San Diego

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

MAAC, an organization dedicated to maximizing self-sufficiency with families and individuals through high-quality programs and advocacy in our communities, held its annual MAAC Soirée on October 26, 2023. The event brought MAAC supporters together to celebrate the organization’s impact on the San Diego community.

Rancho Mesa is honored to support MAAC and its mission. Thank you Berkshire Hathaway Homestate Companies for sharing this moment with us.

Rancho Mesa President Dave Garcia pictured with MAAC President & CEO Arnulfo Manriquez.

About MAAC
Today, MAAC provides life-changing services to over 100,000 individuals annually throughout San Diego County. Collaboration with community partners ensures MAAC remains on the forefront of the community’s ever-changing needs, while strong relationships with funders foster strategic planning around emerging trends. MAAC’s Pathways of Service — Advocacy & Leadership Development, Economic Development, Education, Health & Well-being, and Housing — support our mission of maximizing self-sufficiency with families and individuals through high-quality programs and advocacy in our communities. For more information, visit www.maacproject.org.

New SafetyOne™ Features: QR Codes Allow Attendees to Sign Toolbox Talks with Ease

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

Recently, SafetyOne™ released exciting new features for toolbox talks. Employees can now review and sign toolbox talks on their own mobile devices by receiving a link or scanning a QR code.

When administering a toolbox talk on the jobsite, a new option to “invite others'' appears at the bottom of the screen. Supervisors can choose to either email or text a link to employees, or generate a QR code for the toolbox talk that can be scanned. Employees can then review and sign the toolbox talk on their device, documenting their participation.                                               

These new features contribute to the ease and accessibility of SafetyOne’s mobile app, allowing for quick attendance and information distribution while in the field.

Scan the QR code in the image above to try it out!

Additionally, the design of toolbox talk documentation record has been updated to appear more concise for viewing.

Rancho Mesa is continually improving SafetyOne in order to provide clients with the most updated safety and risk management technology.

For more information about the SafetyOne Mobile and Desktop application, clients can contact their client technology coordinator.

Rancho Mesa Hosts Captive Workshop at Mission Valley Office

Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Information provided by Captive Resources, LLC.

On Friday, October 20, 2023 attendees gathered at Rancho Mesa’s Mission Valley office conference room for Control Your Insurance Costs With a Captive Workshop, presented by Doug Hayden of Captive Resources.

Hayden outlined the benefits of entering an insurance captive and how it can help organizations manage their insurance costs while clients enjoyed light refreshments and asked questions.

The presentation offered an in-depth understanding of the captive business model and how members play a role in the process, allowing for open discussion.

Rancho Mesa values offering accessible and informative workshops such as these monthly. Our next seminar is the 2024 Employment Law Update webinar on Wednesday, November 8, 2023.

About Captive Resources, LLC
Captive Resources’ mission is to help companies control their insurance costs through the member-owned group captive model. Their 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.

Rancho Mesa Walks to End Alzheimer's

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

On the morning of Saturday, October 7, 2023, the Rancho Mesa team proudly joined Executive Vice President Daniel Frazee, and his family's team 'More for Les' at NTC Park at Liberty Station.

The team and countless contributors walked together to support the Alzheimer's Association San Diego Chapter in their mission to end Alzheimer's.

We stand united in raising funds for Alzheimer's care, support, and research.

Employee Spotlight: Matt Gorham Newest Account Executive for the Construction Group

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

We are thrilled to announce the latest addition to the Rancho Mesa family, Matt Gorham, who has joined us as an Account Executive, specializing in the construction industry with a focus on HVAC and plumbing contractors.

Prior to joining Rancho Mesa, Matt worked as a mortgage consultant, where he honed his skills in ensuring that every client received the best guidance and support possible. With this strong background in customer service and his passion for connecting with people, Matt is the ideal fit for our team.

A Southern California native, Matt originates from the scenic Ventura County. Today, he resides in Santee, CA, along with his son, Mason. Matt is an avid soccer player and loves to hit the beach in his free time. When winter rolls around, you can find him snowboarding down the slopes.

As we welcome him to the Rancho Mesa family, we look forward to his contributions and are excited to see him help our clients navigate the complex world of insurance.

Insurance Community Uniting to Change Lives: IICF San Diego Bowling Tournament

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

On Thursday, October 5, 2023, the Rancho Mesa team, alongside CompWest, participated in the IICF San Diego Bowling Tournament, helping raise over $40,000 to benefit local San Diego nonprofits through the Insurance Industry Charitable Foundation (IICF) Community Grants Program.

This event is just one of the ways IICF is able to make a difference in the lives of families across the local community. Rancho Mesa is a proud supporter of IICF and its mission.

About the Insurance Industry Charitable Foundation
The Insurance Industry Charitable Foundation (IICF) is a unique nonprofit that unites the collective strengths of the insurance industry to help communities and enrich lives through grants, volunteer service, and leadership. Established in 1994, IICF has served as the philanthropic voice and foundation of the insurance industry for close to thirty years, contributing more than $45million in community grants along with over 325,000 volunteer hours by more than 115,000 industry professionals. IICF reinvests locally where funds are raised, serving hundreds of charities and nonprofit organizations, for maximum community impact. To learn more, please visit  www.iicf.org.

Employee Spotlight: Alyssa Burley Reappointed Into NAWIC Board of Directors

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

On the evening of September 21, 2023, the National Association of Women in Construction (NAWIC) San Diego Chapter hosted their Installation Dinner at the Bali Hai Restaurant in San Diego, CA. It was a momentous occasion as Alyssa Burley, Rancho Mesa's Media Communications & Client Services Manager, assumed her role on the NAWIC San Diego Board of Directors for the 2023-2024 term.

Since becoming a part of NAWIC in 2017, Alyssa has demonstrated remarkable leadership, consistently exceeding expectations in all her roles within NAWIC and Rancho Mesa.

We extend our heartfelt congratulations to all the newly appointed NAWIC officers and board members. Rancho Mesa takes great pride in supporting supporting women in construction.

About NAWIC San Diego Chapter
The National Association of Women in Construction (NAWIC) San Diego Chapter, chartered on April 30, 1959, is very active and involved in the construction industry and the community. For over 65 years they have been providing education, professional development, networking and more to their members. Learn more at www.nawicsd.org.

New SafetyOne™ Online Training Courses Added Covering Workplace Violence

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

In Rancho Mesa’s continued effort to meet client needs, new online training courses have been added to SafetyOne™. The trainings cover a range of topics such as violence and security in the workplace, workplace stress, and active shooter survival, along with a few general safety trainings.

SafetyOne users now have access to the following training courses in English and Spanish:

• Active Shooter: Surviving an Attack

• Workplace Security

• Workplace Stress

• Workplace Violence

• Workplace Violence in Construction Environments (English Only)

• Workplace Violence in Healthcare Facilities

• Workplace Violence in Office Environments (English Only)

• Safety Awareness for New Employees

• Safety Orientation in Construction Environments

The course additions were made in response to client requests for resources addressing workplace violence. Specifically, construction industry employers expressed concerns about the safety of their workers, due to an increase in hostile individuals entering the jobsite and posing a security threat. The risk is not only affecting the construction industry, it is being reported across industries.

Rancho Mesa values feedback as we continuously strive to ensure clients have the resources they need to keep their employees safe and their risk mitigated.

For any questions regarding online training in the SafetyOne platform, reach out to your client technology coordinator.

Fighting Fraud within the CA Workers’ Compensation System: Workshop Recap

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

On Friday, September 22 attendees gathered at Rancho Mesa’s office in Mission Valley for an informative workshop, Fighting Fraud within the CA Workers’ Compensation System, presented by Chris Dill from ICW Group.

This was the first workshop to be held in Rancho Mesa’s new Mission Valley office since the team made the move from Santee in April 2023. Clients enjoyed donuts and fresh coffee while they learned about common workers’ compensation schemes in the construction industry and ways employers can prevent them.

Dill explained how fraudsters earn $34 billion per year and makeup 16% of claims. With California as one of the most prevalent states for fraud, he outlined how both employees and medical providers can commit these crimes. Dill ultimately emphasized the difference between the symptoms and the disease when fighting workers’ compensation fraud within your company.

“The suspect workers’ claims that you see [are] just symptoms, right? You start seeing more of those? That means the disease – there's more going on, so you have to address the disease… [and] there’s factors that make it more likely that the disease will develop at your location,” Dill said.  

Rancho Mesa was pleased the workshop not only allowed clients to learn important information, but also gave them the opportunity to visit the new office and mingle with both Rancho Mesa team members and fellow attendees.

Our next workshop is Control Your Insurance Costs with a Captive on Friday, October 20, held at the Rancho Mesa Mission Valley office.