New Employee Spotlight: Rancho Mesa Welcomes Olivia Velasco as Client Manager

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is happy to welcome the newest member of our team, Olivia Velasco as a Client Manager in the Human Service Group.

Olivia brings with her an impressive 23 years of experience in insurance, and has dedicated over a decade of her career specifically to the commercial lines side of the industry. In the past, Olivia has worked for a variety of agencies, supporting client needs and managing their accounts.

Olivia was born in Florida but grew up in San Diego. In her free time, she enjoys cooking and discovering new restaurants, as well as camping, being active, and utilizing her makeup artist skills at all types of events.

Velasco’s extensive experience and professional skills make her a major asset to the team, and we are excited for her future at Rancho Mesa.

New Employee Spotlight: Rancho Mesa Welcomes Joyce Flores as Senior Client Manager

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is proud to announce the newest addition to our growing account management team, Joyce Flores, as Senior Client Manager.

Joyce has 18 years of insurace experience. Throughout her career, Joyce has also earned her AIS, AINS, and CISR Designations, making her a valuable new member of the team.

Though originally from Northern California, Joyce has lived in San Diego since 2010. Outside of work, she enjoys watching her son play basketball, and listening to and watching live music. She also likes training and spending time with her two new rescue dogs.  

With Flores’s years of insurance experience and professionalism, we are excited to welcome her to the team and we look forward to her future at Rancho Mesa. 

Carrier Spotlight: President David Garcia Attends BHHC Producer Council Meeting

Rancho Mesa President, David Garcia, spent the past few days at the Berkshire Hathaway Homestate Companies Producer Council Meeting, at Boulders Resort in Scottsdale, AZ.

Garcia is grateful for the first class accommodations that the BHHC leadership team provided, including welcome gifts, meals, leisure activities, engaging conversations, and breakout sessions with other agency colleagues and their leadership teams.

“I’ve been fortunate to be invited to this event for the past 15 years so I always look forward to seeing old friends and meeting new ones,” Garcia said. “I’m rapidly becoming not only the most tenured attendee, but also the oldest. The former I’m proud of, the latter not so much.”

Rancho Mesa is proud to partner with BHHC and is grateful for the opportunity to connect and voice ways we can best serve the insurance community.

“A special thank you to Rob Darby, CEO and President, Margaret Hartmann, Sr. Vice President and CMO, and Danny Engell, Sr. Vice President of Underwriting, as well as the rest of the BHHC leadership team, for making me feel welcome and important,” Garcia said.

New Employee Spotlight: Rancho Mesa Welcomes Georgina Diaz

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa would like to announce our newest addition to the team, Georgina Diaz, as Client Coordinator.

Georgina has 8 years of experience in the construction industry, managing services and small projects. Most recently, she has worked in project management and dispatch roles for mechanical and piping contractors.

A San Diego native, Diaz spends much of her free time exploring the city with her toddler. She enjoys the beach, amusement parks, and spending time with her friends and family.

Georgina’s customer service skills and construction knowledge make her a valuable asset to our team of client coordinators. We are excited for her future at Rancho Mesa.

Employee Spotlight: Rancho Mesa Welcomes Jadyn Brandt to Media Communications Team

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is pleased to introduce a new member to our Media Communications department, Jadyn Brandt, as Client Communications Coordinator.

Jadyn graduated from San Diego State University with a degree in Journalism and Media Studies. Through her education and career experience, Jadyn has gained diverse knowledge in writing, media production, and communications, specifically as a producer for a news media group. She uses these well-developed skills to support the Media Communications team.

“I'm excited to be working with the team at Rancho Mesa, and I look forward to learning and growing in this industry,” Brandt said.

Jadyn is originally from the San Francisco Bay Area and has lived in San Diego since 2018. In her free time, she enjoys biking, playing soccer, and going to the beach.

We are grateful to have Jadyn’s experience, insight, and positivity on our team, and we are excited for her future at Rancho Mesa.

New Tree Care-Specific Toolbox Talks Added to SafetyOne™ Platform

Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa recently added 60 new tree care-specific toolbox talks to its SafetyOne™ platform.

The topics were added to support the agency’s growing tree care clients and help improve safety while on the jobsite.

“Part of how we provide the best level of service to our clients is by listening to their suggestions and needs,” said Brenda Khalil, Client Technology Coordinator with Rancho Mesa. “One way we do this is by providing additional resources through our SafetyOne™ Platform. We recently added tree-specific toolbox talks for our clients, and continue to build onto this extensive library of topics. Our goal is to consistently modify and update the resources we provide, to ensure each client is given the necessary tools to maintain a safe work environment.”

Rancho Mesa worked with both clients and subject matter experts to develop a comprehensive library of tree care toolbox talks that includes everything from aerial lift safety to proper use of wood chippers, and everything in between.

The 60 new toolbox talks are available in both English and Spanish, and are designed to offer a full year’s worth of safety meeting topics for tree care companies, plus a few additional options.

“We are excited to continue to support the tree care industry with these toolbox talks,” said Rory Anderson, Partner with Rancho Mesa and risk management expert for the tree care industry. “Safety is a top priority in the tree care industry, and having a strong safety program is essential to reducing risks. Our new tree care-specific toolbox talks are designed to help our clients build a culture of safety within their teams, addressing the unique hazards they face daily. By incorporating this content into their safety practice, clients can improve their risk profile, reduce accidents, and ultimately lower their insurance costs, making their business safer and more successful in the long run.”

The tree care-specific toolbox talks are accessible through the SafetyOne mobile app by supervisors, safety managers and foreman.

To enable access to these tree care-specific toolbox talks via the mobile app, Rancho Mesa recommends the SafetyOne administrator create a Tree Care toolbox talk group specifically for these toolbox talks. Assign these toolbox talks to the new group and set the group as the default. This will automatically enable the entire tree care library for all projects within the SafetyOne mobile app.

To find the tree care-specific toolbox talk topics in the SafetyOne™ administrator website, use the keyword “tree.” All topics in this library will display.

To access step-by-step instructions for assigning the tree care-specific toolbox talks to your team, visit our FAQ page, or contact your Client Technology Coordinator for more information.

Learning Management Gets New Look in SafetyOne™

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

In a recent update, the training section on the SafetyOne™ website was revised to simplify the administration of online trainings.

SafetyOne website users will now see two menu options under the training section in the navigation panel: “Training Documentation” and “Learning Management System.”

While the training documentation screen has not changed, the new learning management system screen encompasses the functionality that was previously available on the now retired “Training Program” and “Assign Training” screens.

The new learning management system screen now displays four simple tabs across the top. Each tab is specifically designed for either performing the online trainings, managing the training content library, assigning trainings, or creating training groups.

“The screen is pretty intuitive with the new tabs clearly labeled and easily accessible,” said Brenda Khalil, Client Technology Coordinator with Rancho Mesa. “Seeing all options across the top of the screen helps our clients quickly navigate the screen.”

The “Perform” tab displays all courses that have been assigned to the logged-in user. It includes the option to view all training courses, or only the incomplete courses using the “All/Incomplete” toggle button.

The “Manage” tab is only available to platform administrators and allows them to upload new training courses, copy existing courses and delete training courses from the library.

The “Assign” tab is only available to platform administrators and allows them to assign the online courses to their employees. They can assign a single training to multiple users, or assign a single user to multiple training courses by using the “Trainings/Employees” toggle button.

The “Group” tab is only available to platform administrators and allows them to either group similar trainings together, or group users together. This simplifies the process of assigning multiple trainings to a group of employees.

For example, if the employer has a team of employees that will be driving as part of their job description, the administrator would create both a driver group for all drivers, and a driver training group for all driver training courses. Then, they would be able to quickly and easily assign all the appropriate driver trainings to all the drivers in their organization. Training groups can also be used to consolidate new employee orientation into one training group.

The new learning management system screen in SafetyOne is designed to streamline the administration of online training courses.

Contact your Client Technology Coordinator for more information on the new Learning Management System screen in SafetyOne.

Rancho Mesa Welcomes New Partner Rory Anderson to Ownership Team

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Account Executive, Rory Anderson, has recently made an exciting step with Rancho Mesa, becoming the newest partner in the company.

Rory joined Rancho Mesa in 2019 as an Account Executive. Since his start, Anderson has dedicated his book of business exclusively to the tree care industry.

Rory was offered the partnership in recognition of his dedication and accomplishments, furthering Rancho Mesa’s success.

“I’m so excited and proud to welcome Rory to our ownership group. His work ethic, interpersonal skills, and strong character are all attributes we are looking for in building our present and future leadership team, I couldn’t be happier to have Rory join that group,” President Dave Garcia said.

We congratulate Rory on his achievement and are proud of his furthered commitment to the Rancho Mesa team.

SafetyOne™ Adds Custom Mobile Form Confirmation Emails

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

The most recent SafetyOne™ platform update offers administrators the ability to customize mobile form email confirmations.

Mobile forms are used to collect data either directly from the SafetyOne mobile app, or by third-parties who can access the form by scanning a QR code, or via a URL link.

These confirmation emails are sent to those third-parties who aren’t actually SafetyOne app users to let them know their completed mobile form has been received. Previously, upon a third-party completing a mobile form, they would receive a generic email confirmation with a link to their completed form.

This new feature allows SafetyOne administrators to tailor the confirmation email subject line and body text that is sent when those external third-parties submit a mobile form. This means the administrator can add specific content, adjust the messaging, and even apply custom styling to ensure that the communication aligns perfectly with the organization’s brand.

“Custom confirmation emails ensure brand consistency when automated emails are sent to third-parties on our client’s behalf,” said Brenda Khalil, Client Technology Coordinator with Rancho Mesa. “It’s important that when a third-party submits a form, the confirmation they receive has a clear and tailored message.”

These forms can be used for a variety of external data collection by non-SafetyOne mobile app users for a daily status report from a sub-contractor, daily caregiver report, submit a certificate of insurance, visitor sign-in, vehicle and equipment check-out, incident witness statements, and so much more.

This feature can easily be accessed and managed directly from the Settings menu within the mobile forms section of the administrator website. Each mobile form’s confirmation email can be customized specifically for the data that is collected.  

For more information about how to customize mobile form confirmation emails, contact your Client Technology Coordinator.

Employee Spotlight: Maria Lotta Promoted to Assistant Client Manager

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa would like to congratulate team member, Maria Lotta, on her promotion from Client Coordinator to Assistant Client Manager.

Maria joined Rancho Mesa in 2021. As a Client Coordinator she showed impressive initiative and commitment to her team, taking on extra work to support client managers and training many new employees.

Throughout her time here, Maria has excelled working in a variety of industries and has gained the essential experience for her new role. Her hard work and dedication has earned her this promotion to Assistant Client Manager, where she will give more hands-on assistants to client managers.

Rancho Mesa commends Maria for her accomplishments, and we look forward to her continued growth on the team.