The Complete System For Only $997/mo. Cancel Anytime.

The complete Lloyd Merricks system isn't pieces. It's one engine, built to run your entire sales floor - following up on new business, reactivating what's already yours, growing every relationship you've already earned, and protecting the ones you've already got.

Everything In One Systemicing: $597/mo

New Lead Follow-Up: Every quote is a coin flip the moment it comes in — this makes sure the follow-up actually happens, fast and consistent, without depending on anyone remembering to make the call. It's the difference between a lead that closes and one that just goes quiet.

À La Carte Pricing: $397/mo

Dead Lead Reactivation. Every cold quote, ghosted prospect, and lead over 45 days, sitting in your database, aggressively worked back to life. That list isn't dead weight - it's a pipeline tou already paid for 

À La Carte Pricing: $397/mo

Cross-Sell Campaigns. Every client automatically enrolled in a relentless, natural-feeling cross-sell engine. Auto-only households get the home conversation. Home-only clients get the auto and umbrella conversation. Excellent for adding life and health policies. All of it running in the background while you focus on the front door.

À La Carte Pricing: $397/mo

Win-Back Campaigns. Every former client who left over a rate hike gets caught at exactly the moment their new carrier does the same thing to them. Our Prince Charming SMS strategy reaches out right around their renewal date, when the door is most open.

À La Carte Pricing: $397/mo

Or get the complete system for $997/mo.

What You Only Get With the Complete System

The four pillars above are powerful on their own. But the complete package unlocks a layer that isn't available at any individual tier — the infrastructure that protects and compounds everything the four pillars bring in. Below are four added bonuses that come free with the Complete System, click each title for more details:

✅  The Renewal Command Center. Every client's renewal date tracked automatically, with outreach firing before the renewal notice ever hits their mailbox. You're already in their inbox and on their phone before a competitor's postcard shows up. The renewal conversation starts on your terms, every time.

✅  Claims Concierge. The moment a client files a claim, they hear from your agency within a day — a simple, human check-in that says we're here, we've got you. Claims are the single most fragile moment in any client relationship, the exact moment most agencies go silent and most clients quietly start shopping elsewhere. Yours won't.

✅  Client Success Portal. New client onboarding that fires automatically the moment a policy binds. A self-serve knowledge center that answers your clients' most common questions — claims, coverage, deductibles — instantly and in plain English. Fewer routine calls, faster answers. The first thirty days of a client relationship are when buyer's remorse is highest and cancellation risk peaks. Handled, every time, for every client, without anyone on your team typing a word.

✅  Referral & Review Engine. The ask that almost never happens because nobody remembers to make it, now happening automatically at the exact moment client satisfaction peaks — right after a policy binds, not three months later when the glow has faded.

None of these four are available as standalone purchases. They only run as part of the complete system, because they're built to protect and extend what the other four pillars are actively bringing in. A lead gen engine without a renewal command center just fills a bucket with a hole in it. The complete system closes the loop.

One System. Every Angle Covered.

New business coming in the front door. Dead leads and old quotes coming back to life. Your existing book cross-sold instead of left untouched. Former clients caught and won back before a competitor gets there first. And underneath all of it, a renewal, claims, and referral infrastructure running quietly in the background, making sure nothing you've already earned ever slips away again.

Every email, every link, every touch across all four pillars is tracked — who opened it, who clicked, who started a lead magnet and didn't finish, how many times someone came back to look again.

You're not guessing whether the system's doing its job. You can see it, in real time, the same way we do - because this is the exact tracking system running our own prospecting right now.

Your producers do what only they can do - quote and close. Everything else runs on its own.

Get the complete system — everything on this page - for $997/mo.

Month to month. Cancel anytime.