From CFO Desk to Your Dashboard

We’re excited to introduce the Club Capital Toolbox, a brand-new collection of interactive tools designed to help your agency plan, forecast, and grow more confidently.

For years, our CFO Services team has relied on these tools in Excel form to help agencies set sales goals, determine staffing needs, and evaluate marketing ROI. Now, we’ve transformed them into intuitive web-based tools available directly inside your browser — no downloads or spreadsheets required.

You can explore them anytime at toolbox.club.capital.

What’s Inside the Toolbox

Here’s a look at the first set of tools available now (with more coming soon):

1. Sales Goal Calculator – Build and track sales targets with clarity.
2. Team Size Calculator – Identify optimal staffing levels for your book of business.
3. Marketing ROI Tool – Measure which campaigns deliver real returns.
4. Lead Pipeline Planner – Visualize your pipeline and allocate resources efficiently.
5. Employee ROI Graph – Understand profitability by employee and role.
6. Quick Budget Calculator – Reverse-engineer the revenue needed to hit your profit goals.

All tools are built specifically for insurance agencies, drawing on the data and insights we’ve gathered from hundreds of State Farm businesses nationwide.

See It in Action 🎥

In this quick five-minute overview, Peter Widmayer, our State Farm CFO Specialist, walks through how to use each tool and shares how he applies them during client planning sessions.

👉 Watch the 5-Minute Overview

Bringing the Toolbox Into Your Growth Meetings

Our CFO team has been using these tools with clients for months — and now, we’re training every Client Advisor across Club Capital on how to implement them.

That means you can start bringing these tools directly into your next Growth Meeting. Whether you’re looking to assess staffing, forecast profitability, or fine-tune your sales goals, your Advisor will be ready to help you apply the Toolbox to your own agency’s numbers.

Explore the Toolbox Today

The Toolbox is now live and FREE for all Club Capital clients and non-clients alike.

Visit toolbox.club.capital to start exploring.

We built these tools to help you make faster, smarter, and more confident business decisions — because when you grow, we grow with you.