
Automated Sales Systems for Insurance Agents
We build done-for-you sales systems that find your next client, nurture them automatically, and put them on your calendar.

We build done-for-you sales systems that find your next client, nurture them automatically, and put them on your calendar.

Stop working the same dead-end lists as the agent down the road.
We build the system that delivers exclusive prospects directly to your CRM & phone in under 60 seconds.
We also automate the follow-up, renewal nurturing, lost client win-back, and dead lead reactivation so you can focus on quoting and selling policies.
Check out this video to see what we can do for your agency:
Keep the quotes coming in every single day, regardless of how busy you are running your agency.
Success isn't just about grinding harder; it's about implementing a system that fills your calendar automatically.

Most agents are running on a hamster wheel that’s destined to break. They’re working harder than ever, yet their pipeline stays empty. It isn't because they lack talent or drive—it’s because the industry has sold them a broken model.
Here is why most insurance agents fail with leads, and why the current approach is holding your agency back.
• First, you’re likely buying garbage.
If you’re purchasing "shared" leads, you’re paying to compete with five to ten other agents for the exact same person. By the time you get the notification and make the call, the prospect has already been hammered by your competitors. It’s not a lead; it’s a race to the bottom of the price bin.
• Second, you’re only hunting the 3%.
Most marketing focuses solely on the tiny sliver of the market actively shopping for a new policy today. If you ignore the other 97%—people who are satisfied, indifferent, or just not thinking about it—you’re leaving a massive mountain of potential revenue on the table. You need a way to capture that audience and stay top-of-mind until they are ready to switch.
• Third, you don't have a system.
Closing insurance sales usually isn't a one-and-done phone call. If you don't have a rigorous, consistent follow-up process that tracks every interaction, leads are going to leak out of your funnel every single day. Without automation, you’re relying on your own memory, and eventually, the ball gets dropped.
We fix ALL of those problems.
Our leads are 100% exclusive. When a prospect engages with our system, they are yours and yours alone. No competition, no fighting over price, and no stale data.
We don’t just target the 3% currently shopping. Our system also captures the attention of the 97% who aren't ready today but will be in the future. We provide the exact blueprint and proven sales scripts you need to close the 3% immediately. For the other 97%, we plug them into an automated, multi-channel nurturing sequence—using voice, SMS, and email—that keeps your agency in front of them until they’re ready to buy.
This isn't theory. Our founder spent over a decade in the insurance trenches, working in both captive and independent agencies. He has sat where you’re sitting. He knows exactly why the old ways fail, and he built this system to solve the specific, painful problems that keep agents from scaling their business.
Stop chasing shared leads and start building a real asset. We give you the data, the process, and the automation to turn your lead flow into a predictable engine for growth.

You're almost certainly sitting on a massive list of cold prospects that nobody has touched in months. These are people who got a quote, showed real interest, and then ghosted you. Most agents write them off and move on.
That is a massive mistake.
That list isn't dead weight. It's a pipeline you already paid for, sitting idle while you spend fresh money chasing brand new leads.
Our dead lead reactivation campaigns don't rely on weak, polite messages asking to "check in." We aggressively restart the conversation, hit them with a reason to care right now, and pull those lost opportunities back to the table.
You already spent the time and money to acquire their attention the first time around. Let us go get it back.
You already did the heavy lifting to acquire the customer. You wrote a policy, the commission hit your account, and now that client is just sitting in your database. You know you need to pitch them life, home, or umbrella coverage, but let's be honest about how it usually goes down.
You get busy. You're putting out daily fires, dealing with chargebacks, and chasing fresh leads. That sticky note and the vague CRM reminder don't stand a chance. The extra premium goes to the guy down the street, and sometimes the client goes with it.
If you aren't actively cross-selling your current book, you are bleeding revenue. It really is that simple. We fix that leak without adding a single manual task to your daily grind.
Our system plugs into your database and runs a relentless cross-sell engine in the background — automated voice drops, two-way SMS, and targeted emails working your existing clients while you focus on the pipeline.
This isn't about blasting your book with generic spam. The timing is deliberate, and the communication feels natural.
When a client buys an auto policy, our engine triggers a sequence. Thirty days later, they get a ringless voicemail from you — sounding entirely natural, not like a robot reading a script — suggesting a quick review to see if bundling their homeowners policy could save them cash. A casual text follows up that afternoon to make it easy for them to reply. That hot reply gets routed directly to your phone.
You keep your eyes on the front door, writing new business. We run the back door, maximizing the lifetime value of the clients you already fought hard to get.
When a client leaves your agency, it rarely has anything to do with your service. Their carrier handed them a massive rate hike at renewal, they panicked, and they went down the street to save fifty bucks. You didn't do anything wrong. That is just the reality of the industry.
Six to twelve months from now, that new carrier is going to jack up their rates too.
That former client is going to be sitting at their kitchen table, staring at another inflated premium, wishing they had just stayed with you. If you are not reaching out to them at that exact moment, you are leaving easy commission on the table.
We run the entire win-back on autopilot. Right around their renewal date, our Prince Charming SMS strategy reaches out with a casual, zero-pressure text offering a quick requote. It looks like a personal message from your cellphone, and it catches them at exactly the moment they are most frustrated with their new carrier.
You don't have to buy a single new lead or spend a dime on ad traffic to get these policies back. You already own the data. We wake them up. You write the business.

Automatically stay top-of-mind with your prospects until they are ready to buy....without lifting a finger.
SMS
Text messages that look like they came directly from you. Nobody responds to robotic, automated SMS blasts. We deploy conversational, zero-pressure text sequences that look exactly like you typed them from your own cell phone. It forces a natural reply. It bypasses the corporate shield and pulls cold leads into a real conversation.
Emails
Stop sending glossy corporate newsletters that go straight to a spam folder. We write and automate plain-text, direct emails that actually land in the primary inbox. They read like a one-on-one message from a real human, designed specifically to agitate their pain points and drive them to request a quote.
Ringless Voicemails
Drop a personal audio message right into your prospect's phone without the device ever ringing. It creates instant curiosity. They see a missed voicemail, listen to your quick pitch, and call you back on their own terms. It completely eliminates the friction of a cold dial.
Nurturing Campaigns
Most agents give up on a lead after the third attempt. Our system doesn't sleep. We build long-term campaigns that stay in front of your prospects for months. When their current carrier inevitably hands them a massive rate hike at renewal, you are the first person they hear from.
Customizable Workflows
We don't force your agency into a rigid, one-size-fits-all box. We build the exact automation stages to fit how you actually sell, tailored to your specific goals.
Automatic Booked Appointments
Stop playing phone tag with people who requested a quote at midnight. Our system qualifies the lead and pushes them directly to a calendar link. They pick a time, the software locks it into your schedule, and you just show up to quote & write the business.

We have created a system that solves the three biggest headaches when it comes to finding new customers for your insurance business:
Most agents struggle with inconsistent lead flow, where they are either drowning in work or scrambling to find the next client. Our system provides a predictable, steady stream of quote requests. No more chasing ghosts.
You are likely sick of spending your evenings playing "phone tag" with people who aren't serious, and have already been contacted by several other agents. We send you exclusive leads, with higher intent than those garbage lead vendors.
With us, you don't pay per lead. You simply pay a consistent monthly charge, and cover your chosen ad spend. We give you proven outcomes that speak for themselves and make a meaningful difference for your business, which removes the financial risk.

Get exclusive leads delivered straight to your phone & CRM. You will never have to worry about being the tenth agent bombarding the exact same prospect.
We don't sell shared, stale leads. We provide fresh quote requests that belong exclusively to you.
Stop wasting your time on bad data and dead-end leads who act like they have no idea why you are calling.
I grew up on a tobacco farm in Southside Virginia, where the value of hard work wasn't just a lesson—it was a daily reality.
That foundation is exactly why I named this company Lloyd Merricks, honoring the two hardest-working men I’ve ever known: my father, Charlie Lloyd Sr., and my grandfather, Frank Merricks.
Throughout my insurance career, I found myself stuck in a exhausting cycle: I’d prospect relentlessly to land new business, only to become so buried in the actual work that I had no time left to keep the pipeline moving. Once those prospects ran out, I was right back at square one. I tried buying leads, only to realize they were trash that had been sold to five other agents.
I realized that if I was this frustrated by this way of doing things, there had to be countless other agents feeling the exact same way.
Lloyd Merricks was born from that frustration, built to handle the heavy lifting of lead generation, automated follow-up, dead lead reactivation, cross-selling, and client win-back, so you can focus on your craft without the pipeline ever running dry.
To eliminate the "feast or famine" cycle for insurance agents through relentless lead generation and automated follow-up.
Rooted in a legacy of grit and hard work, we handle the heavy lifting of multi-channel prospecting so our clients can focus on their craft without the frustration of an empty pipeline.
You’re an expert at what you do, but you probably didn’t start your business just to spend your evenings playing phone tag with tire-kickers. Our done-for-you pipeline take that entire headache off your plate.
Instead of simply handing you a list of names and wishing you luck, we provide comprehensive lead generation and automated follow-up campaigns.
It’s a completely hands-off system designed to implement effective sales strategies that keep your producers busy and your calendar full. This way, you can stop worrying about where the next client is coming from and get back to the work that actually makes you money.


Look, most people are used to getting sold a dream by marketing agencies that never deliver. So, it's perfectly understandable that you're skeptical.
You're sick of getting burned by lead vendors who promise you the world, but are just selling the same garbage lead to five different agents.
We aren't that. We aren't a typical lead vendor selling you a pipedream. We sell a machine designed to grow your agency from all angles.
With that said, let's run through some of the most frequently asked questions we hear, and hopefully we'll cover the questions you have.
Below you'll see a button that will take you to our FAQ page. Click the button, and let's get your questions answered.
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