Rancho Mesa Hosts Contractual Risk Transfer Workshop

Alyssa Burley

August 27, 2024

Risk Management, Client Services

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

On Friday, August 23, 2024, Rancho Mesa enjoyed a great turnout for its workshop, Protect Your Company with Contractual Risk Transfer, presented by Alan Coppola from Travelers.

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Sep 17, 2024

Digitalizing Risk Management: A Step-by-Step Guide for Getting Started

Sep 17, 2024

Author, Alyssa Burley, Partner, Media Communications & Client Service Group, Rancho Mesa Insurance Services, Inc.

Imagine you are working in a highly productive organization. Over many years of trial and error, the team has streamlined their operations to the point of a well-oiled machine using good ol’ paper and spreadsheets. Then, your insurance broker offers a digital risk management solution and you are faced with the prospect of transitioning your manual processes to a digital platform. This is the scenario that many Rancho Mesa clients have faced and successfully overcome.

Sep 17, 2024

Building a Productive Surety Relationship

Sep 17, 2024

Author, Anne Wright, Surety Relationship Executive, Rancho Mesa Insurance Services, Inc.

Having represented contractors and developers of all types and sizes for many years, I have plenty of examples of what works best for clients to maintain a level of surety support that helps them meet their growth goals and objectives: updated financials and proper communication.

Sep 17, 2024

Sep 10, 2024

Don’t Wait Until It’s Too Late: Notify Your Insurer of a Claim Right Away

Sep 10, 2024

Author, Sam Brown, Vice President, Human Services Group, Rancho Mesa Insurance Services, Inc.

Rancho Mesa’s commercial clients purchase insurance to transfer financial risk to a third party and protect their business against claims of liability. These clients rightfully expect their respective insurers to fulfill the obligation found in black and white on the Insurance Service Office (ISO) general liability form that reads “We will pay those sums that the insured becomes legally obligated to pay as damages because of bodily injury or property damage to which this insurance applies.” So, what must a policyholder do to ensure this obligation is fulfilled?

Sep 10, 2024