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 team 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.

 

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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

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:

  • Audit Track®
    Create audits, surveys, questionnaires, and self-assessments.
  • Safety Data Sheet (SDS) Track®
    Compile your safety data sheets and achieve GHS compliance.
  • Behavior-Based Safety (BBS) Track®
    Build job hazard analyses and conduct safety observations.
  • Job Description Track®
    Create job descriptions and return-to-work programs.
  • Certificate of Insurance (COI) Track®
    Manage certificates of insurance and avoid liability.
 

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.

Visit Workshops & Webinars for a list of upcoming events.

 

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!
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Legal Services

Rancho Mesa offers its clients complimentary legal consultation (up to 2 hours annually, by phone) with the law firm Meyers Fozi, LLP for employee handbook reviews, termination questions, and much more.