Claims Concierge

It just happens, because claims move through the carrier and the adjuster, not through the agency, and once the file is opened, there's no natural moment where the agency circles back. The client is left waiting, wondering, and forming an opinion about whether their agent actually cares — based entirely on silence.

That opinion sticks. It's not usually the claim outcome itself that makes a client leave. It's the feeling that nobody checked on them while it was happening.

Here's what changes when Claims Concierge is running.

The moment a client files a claim, they hear from your agency within a day. Not a form letter. Not a corporate auto-reply. A simple, human check-in that says we're here, we've got you, reach out if you need anything. It sounds small. It isn't.

That single touch does something a silent claims process never can — it tells the client, at the exact moment they're most anxious, that someone on your side is paying attention. They're not just a policy number moving through a carrier's system. They're a person your agency actually noticed.

Claims Are Where Retention Is Actually Won or Lost

Most agencies think retention is about price competitiveness or service quality at renewal. It's really decided months earlier, in the handful of days after a claim gets filed, when a client is deciding — often without even realizing it — whether their agent is someone who shows up for them or someone who only shows up to sell.

Claims Concierge closes that gap automatically, for every client, every claim, without anyone on your team having to remember to make the call. The check-in fires on its own. The relationship gets protected at exactly the moment it's most fragile.

Available exclusively with the complete Lloyd Merricks system.

This isn't a standalone product, because it isn't meant to be one. It's built to protect the revenue your other pillars are already bringing in. New business, reactivated leads, cross-sold policies, won-back clients — none of it holds if a client quietly walks away the first time something actually goes wrong.

Get the complete system - everything on this site, including Coaims Concierge - for $997/mo. Month to month. Cancel anytime.