Running an insurance agency comes with a lot of moving parts — marketing, sales, customer service, operations… and of course, finances. For agency owner John Tunnell, the financial side of the business used to feel overwhelming — until he partnered with Club Capital.

Here’s how that partnership helped him take control, stay organized, and make smarter business decisions.

The Struggle: Staying on Top of It All

Before working with Club Capital, John faced a familiar challenge: keeping up with financial tasks while wearing a dozen other hats as a small business owner.

“We’ve got our hands in so many cookie jars at the same time. It’s hard to keep track of everything.”

Without a streamlined system, John found himself falling behind. He described trying to handle an entire year’s worth of transactions in one sitting — a stressful and inefficient way to manage finances.

The Shift: Finding Structure and Support with Club Capital

That all changed when John started working with Club Capital. With dedicated support from his team — especially Sutton and Paul — John gained the structure, accountability, and expertise he needed.

“Just having the reminders from Club Capital has been really helpful… someone to hold me accountable and keep us organized.”

Club Capital didn’t just provide tools — they became an extension of John’s team, offering guidance on how to handle financial operations in real time.

The Results: Clarity, Confidence, and Control

💡 Better Decision-Making Through Real Data

Gone are the days of relying solely on gut instinct. John now uses up-to-date financial data to drive decisions.

“It’s a lot easier to make decisions when you base them on actual data — not just a gut feeling.”

💡 Proactive Forecasting and Cash Flow Management

Instead of waiting until tax season to spot financial red flags, John is able to plan ahead and adjust course quickly.

“If you keep spending this way, in three months you’ll have a big problem. That kind of insight helps steer the ship in the right direction.”

💡 One Stop for All Things Financial

From bookkeeping to tax planning to business and personal returns, John gets everything done in one place.

“It’s great because everybody has full transparency into what’s going on. If I have a question, I can talk to different people on the team and get answers fast.”

Why John Recommends Club Capital to Other Agents

For other insurance agents, John’s message is clear: leave the financial heavy lifting to the experts.

“Just like we tell our customers we’re the professionals in insurance — we’re not the professionals in tax codes. It’s worth it to have someone take that off your plate.”

Ready to Get Financial Clarity in Your Agency?

Whether you're tired of doing it all yourself or you're ready to level up your agency’s financial operations, Club Capital is here to help.

👉 Speak with our experts today about your agency and the ways we can partner to drive growth, improve profitability, and provide the financial strength your business deserves.