Rancho Mesa has a commitment to our clients that we take very seriously. We refer to this commitment as the RM365 Advantage™.
RM365 is our promise to constantly push the envelope every single day of the year. We achieve this by developing cost-saving strategies through leading risk management tools that help protect organizations.
Our mission is to be the “OneofOne” commercial insurance agency, continually re-setting our own benchmarks that measure our risk management expertise and, most importantly, ongoing customer satisfaction.
Following are some of the services and tools we offer to achieve this dream:
Workers Compensation Claim Advocate
Our dedicated Workers' Compensation Advocate, Jim Malone, is responsive, experienced and results-focused. Each Claims Advocate has extensive experience in the administration of workers' compensation claims and is uniquely qualified to work aggressively on your behalf.
Risk Management Advocate
Rancho Mesa's Risk Management Advocate, Alyssa Burley, provides clients with useful tools to effectively manage their company's risk. The Risk Management Advocate offers access to:
- The Risk Management Center
- Workshops & Webinars
- Human Resources & Benefits Library
- Weekly Risk Management Email
The Risk Management Center
The Risk Management Center is an online portal that allows businesses to proactively manage their risk exposures and develop effective workplace safety programs to reduce claims, losses, and associated costs.
Rancho Mesa has an in-house trainer to assist clients in the implementation of the Risk Management Center. The online portal includes safety training resources, educational tracking, OSHA compliance and much more.
Workshops & Webinars
Rancho Mesa believes in providing its clients with the resources they need to manage their risks. Therefore, we offer monthly workshops and webinars to our clients on various topics like Employment Law, Sexual Harassment Prevention and CPR/First Aid.
Human Resources & Benefits Library
The HR & Benefits Library is an award-winning online database complete with attorney-developed content to help you stay compliant with federal and state labor laws and regulations including COBRA, HIPAA, FMLA, USERRA, ADA, and Health Care Reform. The platform includes:
- Downloadable Forms, Policies, and Checklists
- Employee Handbook Wizard
- Hiring and Termination Practices
- Injury and Illness Prevention Program (IIPP) Template
- Job Description Builder
- Performance Review Builder
and much more!
Weekly Risk Management Email
The Weekly Risk Management Email includes a training topic with links to both English and Spanish training shorts, upcoming workshops and webinars, relevant articles written by knowledgeable Rancho Mesa staff, and a HR & Benefits video.
Julie Romero, AMC
"What I loved about my experience is Jim didn’t just tell me what needed to be done and then hang up, he instead stayed on the phone with me while we found a medical center for the employee. He let me know what forms I needed to fill out, helped me find them and instructed me on who they would need to go to. He took me through the process step by step, even instructed me on the importance of the employers interview, telling me what questions to ask and how detailed they needed to be. I truly felt like I had a partner! He also took the time to tell me what will need to be done in the next few steps and assured me that if I had any questions, he was there for me. I loved the customer service."
Melissa Rogers, Lunstrum Windows & Doors
"Christina Haake, at Rancho Mesa, has been an extremely helpful business partner when navigating through the wide array of insurance requirements needed on all our different projects. She has always been super responsive, very professional, and tremendously personable. I enjoy working with her and never hesitate to call if I have any questions regarding our insurance."
Kelly Terrell, Huntington Hardware
"It feels like Kevin and Christina are in the next building with how fast they respond, and how diligent they are with getting us answers. We don’t have many insurance claims and that is attributed to the ongoing efforts of Kevin and Rancho Mesa keeping us in the know about changes in our industry. One of One is a perfect way to describe RM. There is no one else like them around.”
Patricia Cooper, CFO, Health Plus Home Health Care Inc.
"We have worked with Chase Hixson at Rancho Mesa Insurance since 2015 and I cannot say enough good things about our experience with Chase. He has proved himself to be very professional, knowledgeable and responsive. He works hard at securing competitive rates and once the policy is in place the work doesn’t stop there. Throughout the year Chase makes sure that the policies in effect continue to meet the needs of the company. It has been a great pleasure to partner with Chase for our insurance needs."
Kim Clark, Clark Steel Fabricators, Inc.
"Clark Steel has been a client of Rancho Mesa Insurance since 2007 and we could not be more pleased with the service we receive. Our agent, Sam Clayton, has extensive construction knowledge and he’s always willing to review a contract or an OCIP manual to make sure we’re able to meet our contractual obligations and to point out any potential problems. Sam’s support group is also top notch. Our certificate request are filled in a timely manner and we always receive a prompt response to all of our requests."
Andrew Simone, Providence Speech & Hearing Center
“Sam Brown elevated the appeal to the highest level when the state workers’ comp board wanted to change our workers’ comp class codes. He researched similar organizations, class definitions, and job duties to make the best possible argument in our favor. I’m certain he will never back down when advocating for Providence. Sam Brown’s careful attention to detail saves us money. The most recent example is an $18,000 error on our Workers’ Compensation audit. Thank you, Sam!”
Mark Schroeder, President, Mark Schroeder & Company
"It has been a great pleasure to work with the team at Rancho Mesa regarding our Workers Comp Policy. Drew and team worked hard to keep our rates affordable. Needless to say we are very pleased that we switched to Rancho Mesa."
Laurie Fleischmann, Controller, Jackson Design & Remodeling
"As the new Financial Controller for Jackson Design and Remodeling I was excited to have the opportunity to present my professional network relationships to my new employer, including an insurance broker I had worked with for over 10 years, BUT no need to present realized when I was introduced to Jeremy, John and Alyssa of Rancho Mesa Insurance services. During the company insurance review and renewal time Jeremy quickly won me over with his people skills, delivering a sense of putting the client first and a show of great customer service through the introduction of John and his quick responses and Alyssa with her risk management tool kit. John Parker, Alyssa Burley and Jeremy Hoolihan listen to our needs and provide the best solutions to any problem or coverage need at hand. Technical knowledge, high energy, persistence and honesty are all very important to me, and Rancho Mesa has not missed a beat."
Fran Butler-Cohen, Family Health Centers of San Diego
"Always appreciate the work you do on our behalf. Dave, you have been an ardent supporter for many years and your efforts have not gone unnoticed. Many thanks!"
Rosemari Spooner, Vice President, Spooner’s Woodworks
"We have been fortunate enough to have established a strong business relationship with Rancho Mesa for almost 10 years. We value the relationship as much as the added value of service. From our account Executive, Jeremy Hoolihan, to the support staff in all departments, they are dedicated to providing customer support above and beyond. Thank you Jeremy.......we appreciate you!"
Vicki Francis, Controller, Advance Plumbing Co.
"OneofOne is the perfect title, as I always feel as if I am their only one client because of their ability to complete all my requests timely. When I was non-compliant on a contract-required pollution policy, Sam got me one immediately."
Susan Agonia, Sterling Land Care
“Working with Jeremy and his team at Rancho Mesa over the last 13 years has been a pleasure. Rancho Mesa’s expertise in the construction industry has really put my mind at ease that our business is well taken care of from a risk management perspective. Thank you Jeremy & Rancho Mesa for all you do.”
Mark Girard, CEO, Habitat Restoration Sciences, Inc.
“Drew and the Rancho Mesa team continue to be a strong and trustworthy advocate for us. Over the years, we have implemented several of their programs including - Mobility & Stretch and we use their Risk Management center for managing our safety documentation. We appreciate all of the resources offered by Rancho Mesa, along with the personal attention our company receives. Drew is passionate about his work and about helping companies like ours to always work towards improving our exMOD. In addition, he develops new and relevant safety training/workshops for our industry and he brings competitive pricing to the table each year for our renewal.”
Kathleen Macka, Administrator, Avenue Home Care, Inc.
"Placing all of Avenue Home Care’s insurance needs with Rancho Mesa has been one of the best decisions for our company! I was completely lost when it came to our insurance needs and response from our previous broker to questions or needs seemed to take days. Chase has educated me regarding our various insurance needs and the Rancho Mesa office is always prompt with replies to an queries or needs. Thank you Chase and Rancho Mesa!"
Andrew Moreno, President, Able Heating & Air Conditioning
“We work in an industry where insurance procurement can be a challenge and having a partnership like Rancho Mesa and Kevin Howard really helps. We have seen our experience mod rate drop on a very rapid decline. With our type of work if your XMOD gets over 1.00 you can lose a job so it’s important. We lean on Rancho Mesa quite a bit. Risk management is not what we do. We build things so we love leaning on their expertise."
Don Martin, Mr.D's Construction Services
"We have been doing business with Rancho Mesa Insurance for the past 13 years. Daniel Frazee has been a pleasure to work with over the years. He and his knowledgeable staff have been very helpful to us and our business as we face the ever changing challenges of being a business owner in the state of California. The Fact that we have had a business relationship for this long is a testimony to their Honesty and Integrity. Their Commitment to customer service and the personal attention that we are given goes above and beyond what we could have ever expected. We Look forward to continuing the wonderful relationship that we have developed over the years."
Gary Pavitt, Classy Closets
"Thanks for the service Jeremy, your team is great. 10 years of providing us the very best experience."
Jim Vitale, President, J. Vitale Landscape & Maintenance
"Rancho Mesa has been a reliable business partner to J. Vitale Landscape & Maintenance. Their knowledge of the landscape industry has helped protect our experience MOD and insulate our insurance cost."
Kristine Buse, Modern Home Health Care
"Rancho Mesa was able to eliminate gaps created from our previous program. Not only did they enhance our coverage, they were able to do so with a reduction in pricing. We are so grateful to Chase and his team for their hard work."
Matt Mauzy, President, Mauzy Heating, Air & Solar
"One of the things we love about Rancho Mesa is their risk management division. All the workshops that are scheduled, all the classes…they really help keep our employees safe."
Robert Jensen, Vice President for Advancement & Administration, San Diego Christian College
"We have a relationship with Rancho Mesa that is beyond healthy and is really a match made in Heaven. They came alongside us, educated us in terms of coverage that are needed and introduced Best Practices to our team. The partnership has been mutually beneficial."
Ernie Pearn, Cutting Edge Drywall
"Cutting Edge Drywall has been with Rancho Mesa Insurance since at least 2004. Prior to that, we dealt with several other Insurance companies and were just a customer. I have the utmost confidence in their ability to get us the best value. While price is important, Dan understands that value is a combination of price, service, and the quality and reputation of the insurance company. Dan has also helped us to better our safety by introducing us to a safety consultant and personal trainer which lowers our claims rate and makes us more marketable to the insurance companies. This level of service is top notch and what makes Rancho Mesa Insurance second to none!"
Yvonne Reid-Hairston, Senior Human Resources Analyst, MAAC
"When you work with Sam Brown and the team at Rancho Mesa, you are working with the best insurance brokerage in the San Diego area. They provide hands-on services to support our organization in so many ways, beyond insurance, including participating in our Safety Committee. "
Lauren Reynolds, Founder/Administrator, At Home Nursing Care
"Chase Hixson and Rancho Mesa Insurance have been an invaluable partner for our home care agency. Honest, ethical and responsible, they’ve been responsible for decreased costs, increased productivity and as a result, better pay for our employees and better care for our clients. I feel completely comfortable recommending Chase and Rancho Mesa to any business owner for great service to fulfill insurance needs. You won’t regret it."
Michael M. Chism, President, Chism Brothers Painting
"One thing I have appreciated about Daniel is that does not take our business for granted! He has faithfully, every year taken the time to sit down with me to review, explain and update (up or down) our coverages. Perhaps the highlight of my relationship with Daniel was the time he arranged for me to have lunch with him and his father. What an honor!"
Graycia Garlough, Office Manager Asphalt & Concrete Enterprises, Inc.
"Kevin & Vicki are all over it - Vicki with the insurance certs and Kevin being on point with insurance policies & risk management. They do an awesome job, always there to help."
Chris Fife, Executive Director, Pathfinder Ranch
"Our experience with Rancho Mesa has been nothing but positive. I have been pleasantly surprised by the caring and personal service we have received. Our broker Chase has been there for us at every turn and has exceed our expectations."
Rick Kail, Controller, Ickler Electric
"Matt worked tirelessly with us to expand our bonding capacity on a late $4 million change order for our ViaSat project. He juggled dealing with our owner, project manager, general contractor and the bonding company to resolve all the requirements and issues. Big thanks to Matt for his help."
Jeanne Reinholz, Associate Mechanical Contractors
"AMC has partnered with Rancho Mesa Insurance for over 11 years and it’s through our one on one relationship, their dedication to integrity and service as well as an outstanding risk management approach that AMC has been able to focus and excel in the construction industry. We trust our insurance business to Rancho Mesa!"