homefield.

YOUR EMAIL LEADS. A CLEAR PROCESS.

How Homefield works,
from your region to conversations.

Choose the homeowners your agency wants to reach and review the emails with us during onboarding. We help with the audience and campaign, then check responses against the lead criteria. Qualifying conversations arrive in your Homefield dashboard with the full thread.

THE WORK, CLEARLY ASSIGNED

Agree on responsibilities.
Then begin outreach.

We help with the campaign. Your team handles insurance advice and quotes. During onboarding, we review the messaging together and talk through how your agency will follow up.

THE BIG PICTURE

Your campaign, connected.

A look at the workflow
  1. 01 / GET ALIGNEDDefine the campaignYour audience. Your agency’s goals.
  2. 02 / REVIEW TOGETHERShape your messageSender details, copy, and next steps.
  3. 03 / PREPARE OUTREACHBuild the audienceHomeowner criteria and exclusions.
  4. 04 / STAY CONNECTEDWork the conversationThe full thread, ready for your team.
  5. 05 / LEARN & REFINEReview the resultsTrack outcomes and discuss adjustments.
Homefield helps with your email campaigns. Your agency stays involved from onboarding through follow-up.

YOUR AGENCY

Direction & insurance advice

Define the region
Choose boundaries that suit the homes your agency serves.
Review the message
Review sender identity, audience criteria, and email wording before outreach begins.
Take over the discussion
Assign a licensed colleague to discuss coverage, prepare quotes, and handle policy sales.

HOMEFIELD

Preparation & conversation delivery

Help launch your outreach
Help prepare your homeowner audience and run your email sequence around modeled renewal windows and relevant coverage-review occasions.
Review incoming interest
Assess homeowner responses against Homefield’s qualification rules. Deliver each qualifying record with its full email thread.
Connect the conversation
Provide the dashboard record, email delivery, and Slack notification. Keep the agent copied throughout the email conversation.

Leads are never shared or resold. Multiple agencies may serve the same region; Homefield applies its homeowner-assignment rules as described in its Terms.

A SHORT EMAIL, IN YOUR AGENCY’S NAME

A short email.
Reviewed together.

A short email in your agency’s name invites a homeowner to compare coverage. A lead is billed only when the homeowner asks in writing for a home insurance quote, a coverage comparison, pricing, or a follow-up conversation.

  • Four short emails over 20 days
  • Your agency identity, with copy reviewed during onboarding
  • Separate sending domains; your everyday domain isn’t used for campaigns
  • A homeowner’s response stops the original outreach sequence
  • Each qualifying conversation arrives with its complete email thread

Weighing your options first? Start with planning your own homeowner email campaign.

YOUR AGENCY’S EMAILEXAMPLE
SW
Sarah WhitmanWhitman Insurance Agency · to Dana
SubjectA fresh look at your home coverage

Hi Dana,

Would you like another quote to compare with your current home insurance? I’m Sarah with Whitman Insurance Agency.

I’d be happy to take a look. If you’re interested, what times would work for a quick call?

Thanks,
Sarah

Agency postal address · Opt-out instructions
What we review together
1 Sender identity2 Subject line3 Copy & footer
Illustrative email with fictional names. Live campaigns include the agency’s valid postal address and a working opt-out.

CAN-SPAM COMPLIANCE

Responsible email outreach.
Clear responsibilities.

Your agency reviews its sender identity, copy, and targeting during onboarding and requests any needed changes. Review the full message, including its footer, and provide your current business address, licensing details, and carrier marketing requirements.

Captive offices can also read the planning pages on leads for Allstate agents and on Farmers agency leads. Homefield is an independent provider, not affiliated with or endorsed by Allstate or Farmers. This page does not imply approved-vendor status, marketplace participation, or eligibility for carrier funding.

CAN-SPAM applies to commercial email, including business-to-business messages. The FTC identifies these core requirements:

01 /

Honest sender & content

Use accurate From, Reply-To, and routing information. Match the subject to the message. Clearly identify advertising and include a valid physical postal address.

02 /

A clear way to opt out

Offer an easy way to stop all marketing emails, without a fee or extra personal information beyond an email address. Keep the mechanism working for 30 days after sending and honor requests within 10 business days.

03 /

Accountability after sending

Do not sell or transfer opted-out addresses except to help comply with the law. Both the promoted business and its email provider may be responsible; outsourcing does not eliminate that responsibility.

Read the FTC’s CAN-SPAM compliance guide. Reviewed September 17, 2026.

Received an email and want it to stop? Use the message’s opt-out instructions or contact brian@homefieldemail.com with the receiving email address. See our Privacy Policy and Terms of Service for homeowner choices and campaign responsibilities.

Inside your agency, every opt-out and decline still needs an owner. See handling opt-outs and declines in your conversation workflow.

Receiving an email response does not grant unrestricted calling or texting permission. Your agency must evaluate the requirements for its industry, location, and follow-up methods. This section describes requirements; it is not a compliance certification.

For audience criteria and the decisions behind a campaign, read the agency campaign brief guide.

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.