HOMEFIELD EMAIL · INSURANCE LEADS

Insurance Leads,
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We help insurance agencies email homeowners around their estimated home-policy renewal period, typically 20–50 days beforehand. Interested homeowners respond directly to your agency. Your leads are never shared or resold by Homefield. You get approved audience targeting and one dashboard to manage the conversation.

Leads are never shared.

Whitman Insurance AgencySAMPLE DATA

Conversations

3 open
DW
Dana WellsHome coverage comparison
New
DW
Dana WellsHomeowner · 2:17 PM

Could you compare my home coverage before our October 18 renewal?

SW
Sarah WhitmanWhitman Insurance Agency

Happy to help. What time works for a quick call?

Quick responsesCHOOSE & PERSONALIZE
Arrange a callRequest policy details

Choose a saved response. Make it your own.

Your agent stays CC’d on every email.
Illustrative Conversations preview. Fictional people and messages; nothing sends.

IN THEIR OWN WORDS

Emails
We Love.

YOUR AGENCY, IN CONTROL

Your standards.
Our email operations.

You decide how your agency shows up. Homefield helps your agency run the campaign that starts the conversation.

YOU SET THE DIRECTION

Your agency

  • Choose your service area.Agree on audience targeting that fits the homeowners you can serve.
  • Review your sender and emails.Review the identity and campaign copy before outreach begins.
  • Own the insurance conversation.Your licensed team handles quotes, coverage, and the next step with each homeowner.

WE HELP WITH OUTREACH

Homefield

  • Help run your email campaign.Help you reach the right homeowners and keep your emails moving.
  • Deliver qualified conversations.Give your agency the homeowner’s response and complete email history.
  • Keep your agent copied.The agent is CC’d on every email, so follow-up can continue in the dashboard or regular inbox.

IN YOUR HOMEFIELD DASHBOARD

See each producer’s response time on the Scorecard, set follow-up dates, and choose whether to use Auto responses.

Explore your workspace

FOLLOW ONE CONVERSATION

Five steps from
planning to review.

The homeowner’s words give your team a place to start. The full thread stays with the lead, so your agent can pick up where the conversation left off.

Explore Homefield leads for insurance agencies, including lead criteria, delivery, and pricing.

  1. I
    Define the campaign brief

    Agree on the service area, homeowner criteria, quoting priorities, and the response volume your team can handle.

  2. II
    Approve identity, message & routing

    Review the sender identity and complete email sequence. Confirm who receives incoming records and which connected tools your team uses.

  3. III
    Prepare the audience & exclusions

    Prepare the homeowner audience and sending setup using the agreed criteria. Apply exclusions and opt-out suppression before outreach.

  4. IV
    Launch outreach & route engagement

    Homefield helps your agency run its email campaign and reviews responses against the lead criteria. Qualified records reach your dashboard and connected tools with the full thread.

  5. V
    Measure outcomes & refine the campaign

    Review delivery, response coverage, and recorded outcomes. Discuss what’s working and ask for changes to your audience or messaging.

See what arrives with a lead
Homeowner conversation
EXAMPLE
SUBJECT

A second look at your home insurance?

Your agency ↔ Dana · 3 messages

  1. Sarah · Your agency01 / OUTREACH
    To Dana · Agent CC’d

    Hey Dana,

    I'm Sarah with Whitman Insurance Agency here in town. If your home policy comes up for renewal this fall, this may be a useful time to compare.

    Would a review of your home coverage be useful this year? I can walk through it with you.

    Let me know if you are interested in a quote and some good times that could work for a quick call!

  2. Dana · Homeowner02 / CONVERSATION
    To your agency

    We’d like that. Could you check whether we can keep similar coverage for less? Our policy is up on October 18.

  3. Sarah · Your agency03 / FOLLOW-UP
    To Dana · Agent CC’d

    Thanks, Dana. Would you prefer to keep this by email or set a time to talk through the coverage you have now?

Illustrative conversation. Names and messages are examples, not customer results. Renewal timing is estimated until confirmed by the homeowner. Live outreach uses your approved identity and includes an opt-out.

YOUR LEADS. YOUR NEXT POLICY.

Your next policy.
Starts with an email.

Discuss your proposed region, the monthly conversation volume your staff can manage, and who will own follow-up. We can explore how Homefield fits those needs and walk through the agency workflow together.

Book a Demo Opens Homefield’s existing booking page.