1. Check whether your agency is ready for paid leads
Before purchasing opportunities, run a practice quote through your agency’s established process. Can you explain what the homeowner needs to provide, prepare the comparison, answer the next question, and record the outcome? Resolve missing access, unclear responsibility, or unavailable quoting options before launching acquisition.
For a new home-focused P&C producer, a narrow starting market is easier to evaluate than every possible region. Confirm the geography and property profiles your agency is equipped to serve through its normal licensing and carrier-review process. A provider’s targeting does not make every property quoteable.
Write a one-sentence starting brief: “We want conversations with homeowners in these locations, within this property profile, that our assigned producer can review during these staffed hours.” Use it when discussing campaign fit.
2. Start with a source mix you can maintain
If you are still learning the quoting workflow, start with appropriate introductions and inbound requests your agency can support. Explain your actual services and availability without inventing a performance history.
Once the workflow is ready, choose one paid source for an initial test. Testing several providers at once can divide a small budget into groups too small to interpret while adding different formats, processes, and invoices.
A purchased contact list and an interested homeowner conversation are different starting points. Homefield supplies qualified home insurance conversations generated through managed email outreach. It does not sell a promise that each conversation becomes a quote or policy. Review a sample lead record to understand what arrives and what you still need to collect.
3. Decide whether the minimum commitment fits your launch
Homefield’s minimum is 75 qualified leads per month. The 75–99 tier costs $29 per lead, so a full month at the minimum volume is $2,175 of lead spend. Monthly volumes of 100–199 carry a $28 lead rate; 200–399 carry a $27 rate. Confirm the current pricing and plan details before committing. Pricing for 400+ leads per month is custom and agreed in writing.
A lower unit price is not a reason to buy more work than you can handle. If the 75-lead minimum would strain your budget or quoting capacity, prepare further or choose an acquisition approach with a commitment you can sustain. There is no value in paying for conversations you cannot work.
- 75 leads × $29: $2,175 of lead spend.
- Estimate cost per written policy with your agency’s own close rate, using the calculator on the pricing page.
These figures illustrate a planning assumption; they do not report a customer result or promise an outcome. Agency labor and other operating costs are additional.
Expected policies can be fractional because this is a planning model. An outcome review instead uses the whole policies your agency actually wrote and the actual lead spend. Do not count open quotes as completed sales.
4. Reserve response capacity before leads arrive
At the 75-lead minimum, four weeks averages about 19 new conversations a week, but arrivals may not be evenly spaced. Check the expected delivery pattern with the provider and reserve time for both first responses and ongoing quotes. The second week includes work carried over from the first.
As a scheduling exercise, if reading the thread and writing a first response takes 20 minutes, 19 arrivals take more than six hours before information gathering, quoting, or follow-up. That is an arbitrary planning assumption; time your own work and replace it. The example shows why a lead count alone does not describe workload.
Name a backup for absences and decide how ownership is visible. With Homefield, conversations are available in the dashboard and the agent stays copied on emails. That context helps coordination, but your team still needs to assign the next action.
5. Make your first response easy to answer
Read what the homeowner requested before asking for information. A new agent may be tempted to send every application question immediately. Instead, acknowledge the request and explain the next step through the agency’s approved information-collection process.
“Thanks for getting back to us. We can check the home insurance options our agency has available. Would you prefer to start by email or arrange a short call? I can explain which details we need for a comparison.”
Do not promise savings before a quote supports the claim. If the homeowner gives a renewal date, record it. If they request a later conversation, record that timing. Use the email lead follow-up guide to build a consistent handoff from interest to quoting.
6. Review the first cohort without overreacting
A new agency is testing its process as well as its acquisition source. Separate unsuitable properties, unanswered conversations, incomplete applications, and quotes that did not win. Each points toward a different adjustment.
Review outcomes after giving opportunities a reasonable, comparable time to progress. Keep the original source attached when a homeowner returns later. Record credits when resolved and distinguish actual acquisition spending from the initial budget.
Use the cost-per-policy example for scenarios, then replace assumptions with observed figures as your records develop. A handful of sales cannot establish a stable conversion rate, but repeated workflow issues can still guide the next change.
7. Use a first-campaign readiness checklist
- Quoting access and the information-collection process are ready.
- Initial service area and property criteria are written down.
- The agency can support the minimum spend and expected workload.
- Every lead has an owner, a backup, and a next-action field.
- Qualification rules and commercial terms have been reviewed.
- A review date and consistent outcome definitions are agreed.
Expand once the initial process is working and the results justify the additional commitment. For a new agent, learning to work one manageable group of homeowners consistently is a more useful first milestone than collecting the largest possible lead list.