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Dedicated Account Manager

When you become a Club Capital member, you’re assigned a dedicated account manager who serves as your liaison here and as an extension of your team. Whether your goal is to increase profitability, increase revenue or simply get a better grip on your finances, your Dedicated Account Manager is here to help you out.

Monthly Reporting

Every month you’ll receive a detailed financial
report including:

• Recommendations
• Full profit and loss statement*
• Revenue charts
• Agency performance compared nationally

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Peer Benchmarking

Only Club Capital compares your agency’s financials to other agents around the country based on tenure, revenue, entity type, and region. These unrivaled insights help you evaluate business decisions based on peer groups. Imagine data from the largest “Study Group” in the country!

 

Analyze Trends

Your financials can power better business decisions. Analyze revenue trends from auto and fire or new and renewal business. Learn how your new mortgage revenue is performing or what months were the most lucrative. Identify seasonality in your business to create performance incentives for your team for historically low performing months.

 

Your back office operating system

CFO Services

Should you hire an employee? Should you buy your office building? Should you rent it? As insurance agency owners, these are questions you ask yourself every day, and our CFO Services will help you determine how these decisions will impact your bottom line.

Industry-Specific Tax Services

Club Capital exclusively works with insurance agents. Our team will help you create strategies to lower your tax liability while keeping you compliant with federal, state and local tax codes.