Relay Bank + Club Capital

Thursday, December 16 2021

Relay Bank is a tech-foward banking solution for agents who are looking to streamline their back office. In this we discussed best practices and how to leverage this platform to make banking simple. 

Employee Retention Credit (ERTC) Updates 

Thursday, October 8 2021

In this webinar, we discuss how the ERTC impacts Insurance Agency Owners. Qualifications, tax implications, dates to remember and all the details regarding the ERTC are discussed.

Leveraging Gusto  to Boost Employee Retention Round 2

Tuesday, April 27th, 2021

Last year we launched Club Capital Coaching with the aim of helping agents improve their businesses. Throughout the process, we learned agents could benefit more from people advisory services - including better processes in their employee on-boarding, HR best practices and employee retention. As we prepare to roll out our People Advisory Services, we partnered with Gusto to show you tools already at your disposal to boost your employee retention!

PPP Round 1 Forgiveness and PPP2 Eligibility and Application Process

Wednesday, January 13th, 2021

In this webinar, we went over the PPP Round 1 forgiveness process, its timeline and latest legislation. We also went over PPP2 - who qualfies, how you qualify, how you apply and what we're doing to help you obtain this loan. 

Leveraging Gusto  to Boost Employee Retention

Wednesday, November 11th, 2020

In this webinar, we learned about the many tools Gusto has to offer to boost employee retention including the on-boarding tool, custom documents, handbook-creation, anonymous employee surveys and Gusto Wallet

PPP Loan Forgiveness & EIDL

Thursday, July 16th, 2020

In this webinar, we provide updates of the PPP Loan Forgiveness guidelines, timing, and tax implications. The EIDL was recently re-opened and many agents are exploring the opportunities here - see what our team has to say.