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.
Learn More →
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.
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!"
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."
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."
Allison Shaw, Office Manager, Curtis Drilling Co.
“Partnering with Rancho Mesa has been both cost effective and educational. We have received continued support with managing claims and reducing policy cost. Our RMS team is always there for the day to day requests with professionalism and promptness.”
Josh Flud, President, Bull Fence, Inc.
"In business it's important to find people you can count on. You can always count on Matt, Kathy, and the bond department at Rancho Mesa."
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."
Barbara Carr, Family Health Centers of San Diego
"I deeply appreciate your sustained commitment to ensuring health care to those in need in our community. You're the best!"
Deanna Thomason, Office Manager, KT Construction, Inc.
"Debbie Milburn administers our Medical and Dental Health coverage for our many employees. Debbie always strives to provide us with the most cost-effective coverage without compromising patient options. Her attention to detail and timely dissemination of materials to our employees surpasses industry standards."
Jessica Romo, Corporate Secretary, Spring Valley Insulation Contractors, Inc.
"Although Spring Valley Insulation Contractors has been in business since 1963, as of 1999 there had always been the same insurance agent. My oneofone moment with Rancho Mesa was when Kevin Howard came into our office and truly educated us on what the power of being proactive in regards to our experience modification rate. Since that day, he has made it an enjoyable task to become wholeheartedly involved in keeping our rate down!"
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!"
Kami Elam, The HVAC Exchange, Inc.
"For the first time, the HVAC Exchange, Inc. has not only MORE insurance coverage but also more appropriate insurance coverage for LESS money! Kevin is a total professional. I have tremendous gratitude for Kevin and I am excited to say he makes my job easier."
Tyler Rogers, Controller, Heritage Landscape Services, Inc.
“Rancho Mesa provides the services and perspective that Heritage needs to manage risk. Drew knows the landscape industry and we consider Rancho Mesa a valuable business partner to our company.”
Jon Parry, General Manager, Bemus Landscape
"Drew takes a proactive approach in understanding the landscape industry as it relates to insurance. The Rancho Mesa team has been a reliable and responsive partner to Bemus Landscape."
Angela Andrews, Vice President, True Lawn Care, Inc.
"Drew has taken the time to fully understand the landscape industry and specific risks associated with True Lawn Care. We truly benefited from Rancho Mesa’s claims advocacy program and our Experience MOD dropped 40 points resulting in a significant savings in the year to come. We value their partnership and commitment to knowing the Landscape Industry."
Craig Gerber, President, Landcare Logic
"Drew has specific knowledge of the landscape industry and his service plan for Landcare Logic has road mapped our ability to control our risk and help our bottom line. Rancho Mesa is a partner to our business. Thank you to the Rancho Mesa team!"
Dennis Haggar, Director of Human Resources, Interfaith Community Services
"I’ve had the privilege of working with Sam as our Insurance Broker since 2011 (when we became a client). Without a doubt, he’s always gone above and beyond in satisfying our unique and ever demanding insurance requirements, quickly performing agency-critical requests with little or no notice. Very knowledgeable, always available and extremely professional. Sam and the team at Rancho have always exceeded our expectations. I’ve been extremely pleased with Sam and his quality of work, ethics, and integrity, and would highly recommend him to anyone seeking a hard working broker to look out for the best interests of their organization."
Matt Ziskin, President, Tierra Verde Resources, Inc.
"Working with Rancho Mesa, we have reduced our mod, reduced our costs, and increased our control."
Dave Carucci, Executive Director, UCP of San Diego County
“For many years now, Dave Garcia and his staff has been a great partner with UCP. The firm has helped us control our insurance costs with innovative programs and meticulous follow-up, and that means more dollars go into our program services through reduced premiums. The company continues to maintain a high level of professional standards with us and is also very supportive of the mission of our agency. We’re pleased and proud to be working with Rancho Mesa.”