Rancho Mesa Hosts Contractual Risk Transfer Workshop

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.

Attendees munched on cookies and sipped refreshments at our Mission Valley office, during the informative presentation. Coppola outlined the importance of including insurance requirements in written contracts on construction projects, and covered common risk exposures associated with these contracts.

Coppola closed his presentation by advising clients to assess their company’s contractual risk process to ensure they are fully protected.

Through workshops such as these, Rancho Mesa aims to help clients gain necessary information to keep their businesses secure and manage risk.

Rancho Mesa’s Fleet Safety Workshop Recap: Teaching Safety and Compliance

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

On Friday, May 17, 2024, Rancho Mesa welcomed attendees at the Mission Valley Library for Fleet Safety: Above and Beyond Compliance, a workshop presented by Jose Pineda from Travelers Insurance.

Clients enjoyed refreshments while Pineda highlighted important vehicle safety strategies and ways organizations can control their risk for fleet-related accidents.

The presentation proved to be both educational and entertaining as the presenter kept the audience engaged with frequent questions and anecdotes. After covering topics relating to insurance claims for commercial drivers and the many ways to prevent them, Pineda concluded by emphasizing the dangers of distracted driving and its threat to people’s lives on the road. 

“There is no claim amount that will replace a human life or the damage that will happen to a generation of people if it's removed because someone did something behind the wheel that they shouldn't have done. It's just not worth it. Let's make sure that you know that, and let's tell our folks that they need to know it too,” Pineda said. 

The presentation was recorded and will be available to clients at the end of the week.

Rancho Mesa is proud to host workshops on important topics such as these to assist clients in keeping their employees safe and their businesses secure.

Rancho Mesa Hosts Contractual Risk Transfer Workshop

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

On Friday, August 18, 2023, Rancho Mesa hosted an informative workshop, Safeguard Your Company with Contractual Risk Transfer, at the Mission Valley Library, presented by Alan Coppola from Travelers Insurance. 

Attendees enjoyed fresh coffee and pastries as Coppola outlined how companies can use contractual risk transfer to protect themselves from liability claims in the construction industry.

He explained the importance of written contracts in contractor agreements and the risk exposures to beware of when signing them.

In his presentation, Coppola emphasized the importance of establishing a record retention policy and explained how contracts can be used as a tool to transfer risk. He concluded by advising clients to assess their company’s contractual risk process to ensure they are fully protected.

Rancho Mesa offers industry-specific workshops such as this to ensure clients have access to the information they need to protect their organizations.

Our next workshop is Fighting Fraud within the CA Workers’ Compensation System on Friday September 22, 2023. Register today.

Rancho Mesa Hosts Fleet Safety Workshop for Vehicle Accident Prevention

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

On Thursday, May 18, 2023, attendees gathered at the Mission Valley Library for the Fleet Safety: Above and Beyond Compliance workshop, presented by Jose Pineda from Travelers Insurance.

Clients enjoyed a complimentary lunch while Pineda highlighted important vehicle safety strategies and ways organizations can control their risk for fleet-related accidents.

The presentation proved to be both educational and entertaining with lighthearted anecdotes and audience participation. In order to emphasize the dangers of driver multitasking on the road, Pineda picked audience members to attempt spelling their ABC’s while simultaneously counting to 26.

“I’m just trying to prove to you… multitasking cannot happen. Can you go from one task to the other very quickly? Absolutely, but can you do them both? So, someone that tells me that they can be behind the wheel and…look at that phone, answer emails or just use that time as office time, it's not possible and you're going to end up hurting yourself or someone else,” Pineda explained. 

This workshop was part of Rancho Mesa’s RM365 Advantage Safety Star™ Program. At the end of the presentation, attendees were administered a quiz to receive credit towards earning their Safety Star certification.

Rancho Mesa is proud to host workshops on important topics such as these to assist clients in keeping their employees safe and manage their overall risk.

About Travelers Insurance
Travelers has earned a reputation as one of the best property casualty insurers in the industry. Their expertise and focus on innovation has made them a leader in personal, business and specialty insurance and the only property casualty company in the Dow Jones Industrial Average. With 165 years in the business, and approximately 30,000 employees and 13,500 independent agents and brokers in the United States, Canada, the United Kingdom and Ireland, Travelers helps provide peace of mind to its customers every day. To learn more, visit www.travelers.com.

Travelers Shares Best Practices at Fleet Safety Webinar

Author, Emily Marasso, Media Communications & Client Services Coordinator, Rancho Mesa Insurances Services, Inc.

As many people start to head out of their homes and back to the office, the roads have become much busier than we’ve seen during the height of the pandemic. Distractions are at a high and people are out of practice.  Implementing a Fleet Safety program for your business can significantly lower the risk of accidents and cost of claims. Thanks to Travelers, our clients got an inside look on Fleet Safety best practices at our Thursday, May 13, 2021 webinar.

Jose Pineda, Senior Risk Control Consultant, walked the webinar attendees through developing a comprehensive fleet safety program.

The Fleet Safety webinar is part of the RM365 Advantage Safety Star Program™. If you are interested in achieving your Safety Star, register today.