Business and Financial Services - Club Capital Logo
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People Advisory Services

Maximize your biggest asset by attracting the right people, developing the team, and retaining your top performers.

People Advisory Services - Club Capital
People Advisory Services Attract



  • Enhance your Applicant Tracking System (ATS)
  • Leverage assessments to screen candidates
  • Establish clear career paths
  • Utilize alternative platforms to meet demand


  • Build a comprehensive checklist
  • Onboarding training for the Agent
  • Employee onboarding into HR/Payroll
  • Welcome employees into company culture



  • Improve training methodology
  • Build leadership and soft skills
  • Standardize and regulate feedback systems


  • Performance improvement for the team
  • Simplify commission tracking
  • Maximize employee ROI
People Advisory Services Develop
People Advisory Services Retain



  • Improve Engagement
  • Automate check-ins and 1-1's
  • Clarify objetives with key results (OKR's) and reviews


  • Access to a labor law attorney
  • Build and review employee handbooks
  • Justify your termination procedure
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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.

Monthly Accounting

Take away the guesswork and empower your agency with monthly financial reports and quarterly meetings designed with your dedicated account manager to help your agency achieve your goals.