We send the emails.
You’re in control.

Your Homefield dashboard is the workspace behind the campaign we run for your agency. It holds the homeowner conversations, the records behind them, and the numbers that show how the campaign is moving. Here is what each area is for, using the same illustrative data as the preview above.

The dashboard is where a homeowner’s reply becomes your agency’s next conversation. For what happens before the reply, see how home insurance leads for agents are generated from renewal-timed email.

You don’t have to move your agency into a new system to work Homefield leads. The dashboard is one place to see everything, and each qualified reply also reaches the tools your team already checks.

Whichever tool your team lives in, decide who owns each thread. One owner per conversation keeps a homeowner from getting two answers, or none.

AI auto-replies are optional and follow instructions your agency sets. They acknowledge the homeowner’s reply and help arrange next steps; coverage, pricing, and quoting stay with your licensed team, and your agent is copied on every email.

Give the auto-reply a narrow job. A good one thanks the homeowner, confirms the request arrived, and asks for a good time to talk. It should not recommend coverage, quote a price, or suggest that a policy can be written. The sample in the preview above is labeled as an illustrative reply for that reason: it acknowledges Dana’s question and proposes a call, and nothing more.

For the full workflow, including which replies to keep away from automation, read the AI auto-reply guide. When a person takes over, start from email templates your team can adapt.

There is no platform fee. The lead platform and campaign service come with every plan, so the dashboard, the managed sending, and the analytics are not billed separately. You pay per qualified lead.

Starter: $35 per lead for 60–99 exclusive leads per month. Elite Growth: $30 per lead for 100–199. Scale: $25 per lead for 200+. 60-lead monthly minimum, starting at $2,100/month. No contract. Month-to-month.

Sending an email, receiving a bounce, or receiving a decline does not create a billable lead. We bill twice monthly, on the 1st and 15th, in advance for qualified leads in the upcoming billing period (approximately two weeks). For plan details and cost per written policy, see the pricing page.

Homefield is built for home insurance agencies, including independent agencies, captive agents, and P&C offices. In many offices the owner approves the campaign and watches the numbers, while a licensed team member works the replies. The dashboard supports that split: the numbers and the conversations sit in one workspace, and the agent stays copied on every email either way.

Before the first reply arrives, decide three things: who answers new homeowner replies, how quickly, and where the outcome gets recorded. The emails go out in your approved agency identity, and you approve the full sequence word for word before anything sends, so the homeowner is already expecting to hear from your office.

Check your carrier marketing requirements before approving outreach. The overview of insurance leads for agents explains how the program works whether your office is captive or independent.

On day 0 you choose your ZIPs and approve your sender identity, copy, and targeting. Over days 1–14 Homefield prepares dedicated sending domains and the homeowner audience, and your emails go out on day 15. First qualified replies typically begin around day 21, arriving in your dashboard as they are qualified; timing and volume are not promised. See the full 21-day timeline.

New to buying leads? Set up ownership before your first campaign, so the first replies have someone ready to answer them.

Everything in a lead record comes from two places: property information and the homeowner’s own reply. Here is where the lines are.

• Renewal timing is modeled. We use the home’s public-record closing anniversary to model a potential renewal window, then aim to email 30–45 days before it. This is an estimate, not a confirmed policy expiration date or access to carrier records. A mid-term rewrite or carrier change can move the actual renewal. See how a modeled renewal window works.
• No auto or vehicle data. Public property and ownership records are paired with licensed contact information, then checked against suppression lists. We do not use auto-policy or vehicle data.
• Phone numbers are supplemental. Phone numbers, when present, are supplemental and are not represented as DNC-screened. Homefield does not scrub phone numbers; if you plan to call, scrub against the registries that apply under your own registry account. You can ask us to stop including phone numbers. An email reply is not blanket permission to call or text. Read more about phone numbers and Do Not Call.
• Opt-outs are honored. Every message carries a working unsubscribe, and opt-outs are permanently suppressed across all future campaigns. Your agency approves the sender identity and copy; see responsible email outreach for how sending responsibilities are split.

How homeowner information is collected and used is covered in the privacy policy and the terms of service.

Short answers about the dashboard itself. How the dashboard and your inbox work together and every other buying question are in the full Homefield FAQ.

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