Interested in a home insurance quote before renewal.
Assigned to Alex MorganYOUR INSURANCE LEAD PLATFORM
Insurance leads,
simplified
An insurance lead platform built around the homeowner conversation. Homefield helps run your email campaigns, puts conversations and analytics in your dashboard, and keeps an activity log. The agent is copied on every email.
YOUR EMAIL PLATFORM. YOUR CONTROL CENTER
A workspace for every
homeowner conversation.
One email platform, from the first send to the next conversation. Manage homeowner conversations, track campaign analytics, review your team’s Scorecard, and follow the activity log. The agent is CC’d on every email.
LEADS
Your next conversation.
Keep each homeowner and the next step in view.
New 1
Working 1
Comparing current coverage and deductible options.
Follow-up scheduledWon 1
Home insurance policy marked won by the producer.
Outcome recordedIllustrative lead board with fictional people and records. This preview does not change a live lead.
AUTOMATION
Auto Responses
Optional responses guided by your agency’s approved instructions.
AGENCY INSTRUCTIONS · EXAMPLE
Acknowledge the conversation.
Thank the homeowner for getting in touch and ask for a convenient time to discuss their home insurance.
Keep coverage decisions with the agent.Quotes, pricing, and coverage recommendations stay with the licensed team.
Example instructions, not a live configuration. No automatic response is sent from this preview.
AUTOMATION
Quick Responses
Start with a saved response, then make it fit the conversation.
Request policy details
Could you share the declarations page for your current home policy? I’ll use those details when reviewing your request.
Arrange a call
Let’s find a time to discuss your home insurance. Send me a convenient day, time, and phone number.
Confirm the next step
I have your request and will review the property details. I’ll follow up with any questions before preparing options.
Illustrative saved responses. Edit them in the Conversations preview; nothing is sent.
AUTOMATION
Nurture
Keep “not yet” connected to a clear follow-up date.
DR
Dana ReyesHome insurance conversation · Sample lead
In Nurture“Please check back before my home insurance renews in March.”
- Follow-up date
- March 1
- Automatic follow-ups
- Paused
- Check-in email
- Optional
While waiting, the lead is off the Leads board and waiting count. On the chosen date, it returns with a morning reminder. An earlier response brings it back right away and cancels the scheduled check-in.
Explore the Nurture workflowFictional record. This preview sends no emails.
TEAM
The people behind the follow-up.
Keep conversation ownership clear across your agency.
AMAlex MorganAccount adminAdmin
DWDana WhitfieldHome insurance producerProducer
JRJordan ReyesHome insurance producerProducer
Illustrative team members, not customer account information.
TEAM
Notifications
The next action, brought back to your team’s attention.
Morning reminder
A producer’s daily list of conversations waiting on an answer and follow-ups due.
End-of-day digest
A summary of the day’s new leads, delivered at the hour your admin sets.
Connected Slack channel
New qualifying conversations and lead records can also be posted to your team’s connected channel.
Illustrative notification overview. This preview does not connect channels or change delivery settings.
Good conversations start here.
Interested homeowners. The full context. Your next move.
✓ Qualified leadNever shared or resold
DR
Dana ReyesHomeowner · Sample service area
Timing signalModeled renewal · 20–50 days
Estimated home value$825,000
You’re always in the conversation.The agent is CC’d on every email.
Quick responsesCHOOSE & PERSONALIZE
Insert a saved response, then adjust the wording.
A clear view of your momentum.
Follow campaign activity and qualified conversations in your dashboard.
Emails sent8,240
Email responses126
Qualified leads64
Qualified conversationsIllustrative activity · 4 weeks
Example dashboard and sample figures. These are not customer results or a forecast.
TEAM PERFORMANCE
Sample dataScorecard
See who’s responding, what’s waiting, and what’s won.
- Leads
- 199
- In this period
- Answered
- 164
- 82% of leads
- First response
- 42 min
- Median time
- Waiting
- 16
- For a response
- Won
- 22
- Marked won
- Revenue
- $33,050
- Recorded on wins
| Producer | Leads | Answered | First response | Waiting | Won | Revenue |
|---|---|---|---|---|---|---|
| Dana Whitfield | 64 | 6195% | 18 min | 1 | 9 | $14,250 |
| Marcus Ortega | 58 | 4984% | 1.6 h | 4 | 6 | $8,820 |
| Jordan Reyes | 31 | 3097% | 11 min | 0 | 5 | $7,600 |
| Priya Raman | 40 | 2255% | 1.1 days | 9 | 2 | $2,380 |
| Unassigned | 6 | 233% | 4 h | 2 | 0 | $0 |
Leads whose first homeowner response arrived in the selected period. Illustrative agency data, not customer results or a forecast.
Activity log
Follow the work behind each conversation.
DR
Dana ReyesHome coverage conversation · Sample timeline
- Follow-up sent
Alex Morgan sent Dana a follow-up about a time to talk.
- Lead assigned
Dana’s lead was assigned to Alex Morgan.
- Conversation received
Dana asked for a home insurance quote.
Fictional people, times, and activity. This is a sample timeline, not a customer record.
An illustrative look at the Homefield experience. All names, data, and interface details shown here are examples.
See pricing (dashboard included) · See the context included with a lead · Explore Nurture
NURTURE
Not ready today.
Remembered at the right time.
Give a homeowner space without losing the next conversation. Nurture pauses outreach and brings the lead back when it’s time to follow up.
How Nurture works
Choose when to reconnect.
When a lead says “not yet”—like “call me before my home insurance renews in March”—move them to Nurture and pick a follow-up date. Choose whether to send a check-in email that day.
Let the conversation rest.
While they’re in Nurture, they’re off your Leads board and out of your waiting count. Their automatic follow-ups stop. No emails are sent during the pause.
Bring them back on the day.
On your chosen date, they return to the Leads board under “follow-ups due today” and appear in that morning’s reminder email. If you enabled the check-in, it goes out around 9 AM as a reply in the same conversation.
If they respond sooner, the plan changes.
The lead returns to your Leads board right away, and the scheduled check-in is canceled.
Workspace NurtureSAMPLE
Dana ReyesHome insurance conversation
In Nurture“Not yet, thanks. Please check back before my home insurance renews in March.”
Follow-up dateMarch 1
Paused until March 1
No outreach is sent while Dana is in Nurture. Your team can focus on conversations that need attention now.
- Leads board
- Off the board
- Waiting count
- Not counted
- Check-in email
- Scheduled · Not sent
Illustrative workflow with fictional data. Try the options above; this preview sends no emails.
FROM SEND TO FOLLOW-UP
Your insurance leads.
One connected workspace.
A closer look at the tools behind your day. Illustrative workspace views.
01 /
Support for your email campaigns.
We help prepare the homeowner audience, set up dedicated sending domains, and get your agency’s email sequence running. You review the messaging and can ask for changes.
02 /
A dashboard for your conversations.
Manage homeowner conversations and the records behind them. See what they asked before deciding how to respond.
03 /
Analytics you can follow.
Track email campaign performance in your Homefield dashboard, with the conversation and results in the same workspace.
04 /
Activity log.
Review lead assignments, received conversations, and sent follow-ups in one place. See the activity log.
05 /
Your agent stays copied.
Every email CC’s the agent. The dashboard and the agent’s regular inbox are both part of the conversation.
06 /
A morning list and an end-of-day digest.
Each producer can get a morning email of the conversations still waiting on an answer and an end-of-day digest of the day’s new leads, at the hour your admin sets. New leads can also post to your Slack channel.
INSIDE THE DASHBOARD
What’s inside your insurance lead dashboard.
Your Homefield dashboard is the workspace behind the campaign we help your agency run. 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.
Conversations.
Every qualified homeowner conversation lands here with its complete email thread.
Lead records.
Behind each conversation is a lead record. It starts with the verbatim thread, then gives the homeowner’s name and contact email address, the property address, the timing signal, and an estimated home value. A phone number may be included where available. See what qualifies as a lead and the context delivered with each conversation.
Campaign analytics.
Follow emails sent, email responses, and qualified leads, with qualified conversations over time, in the same workspace as the conversations. Pair the numbers with the insurance lead tracking guide to follow each conversation to a written policy.
Activity log.
Review lead assignments, received conversations, and sent follow-ups in one place. See the activity log.
Leads are never shared.
Your agency’s service area is agreed during onboarding, based on campaign fit. Multiple agencies may serve the same region. Homefield delivers leads and conversations that are never shared or resold. This protection applies within the Homefield network; it does not prevent homeowners from shopping elsewhere. Confirm your proposed service area with Homefield before onboarding.
Follow-up dates and team notes.
Set the day to come back to a homeowner and it shows in that producer’s morning email and under follow-ups due. Notes on a lead are shared with the whole team. See how it fits your tools.
Scorecard. Review leads, answered conversations, first response, waiting conversations, wins, and revenue by producer. Change the date range to see a different period. Explore the sample Scorecard.
The dashboard is where your agency manages each homeowner conversation. For what happens before that conversation begins, see how home insurance leads for agents are generated from renewal-timed email.
ONE OWNER, CONNECTED RECORDS
Assign the conversation.
Keep its history accessible.
Name the colleague responsible for answering each homeowner. Delivery through several tools helps that person stay informed; it does not allocate responsibility automatically.
History and email copies
The dashboard retains the homeowner conversation and its context. Every email copies the agent; qualifying responses and their records also arrive by email. Read the existing discussion before answering.
A lead report you can check line by line
An account admin can download every lead as a spreadsheet, with the date it became a lead and the homeowner response that qualified it. Use it to check an invoice against the conversations behind it.
Awareness through Slack
Qualifying homeowner responses also reach Slack. Use that delivery to alert the assigned colleague, then coordinate the answer through your agency’s chosen working record.
A copied agent, a Slack post, and a digest email may describe one request. Coordinate them around the same assigned colleague so the homeowner receives a coherent response.
ACTIVITY LOG
The work behind
the conversation.
Review lead assignments and conversation activity in one place. See when a conversation arrived, who the lead was assigned to, and when a follow-up was sent.
Use the activity log alongside the email thread to understand recent work before your team takes the next step. The interactive preview above shows a fictional timeline for Dana.
PLATFORM COST
What the insurance lead platform costs.
There is no separate charge for the dashboard. 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.
$29 per lead for 75–99 leads per month, $28 per lead for 100–199, and $27 per lead for 200–399. 75-lead monthly minimum, starting at $2,175/month. The 75 and 100 plans are month-to-month. The 200 Plan covers 200–399 leads per month, requires a three-month commitment, and renews every three months. Pricing for 400+ leads per month is custom.
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 arrears for qualified leads already incurred during the preceding billing period (approximately two weeks). For plan details and cost per written policy, see the pricing page.
FOR YOUR AGENCY
Coordinate follow-up across your agency.
Homefield is built for home insurance agencies, including independent agencies, captive agents, and P&C offices. In many offices the owner reviews the campaign and watches the numbers, while a licensed team member works the conversations. 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 conversation arrives, decide three things: who answers new homeowner conversations, how quickly, and where the outcome gets recorded. The emails come from your agency. Review the sequence with us during onboarding, then follow the full threads in Conversations and ask for changes as needed.
Check your carrier marketing requirements when reviewing outreach. The overview of insurance leads for agents explains how the program works whether your office is captive or independent.
ONE WORKSPACE. TWO PERSPECTIVES.
Agency ownerCampaign review & reporting
Your Homefield workspaceConversations + campaign analytics
Licensed producerHomeowner conversations & follow-up
The agent stays copied on every email.
LAUNCH
From onboarding to your first conversation.
REVIEWIdentity, copy
& targeting
& targeting
PREPARESending domains
& audience
& audience
WARM UPPrepare domains
for sending
for sending
CONNECTManage incoming
conversations
conversations
At onboarding you choose your region and review your sender identity, copy, and targeting. Homefield then prepares dedicated sending domains and the homeowner audience. Sending begins once the new domains have finished warming up; your workspace shows the progress and the expected date. Timing and volume are not promised. See the campaign responsibilities.
New to buying leads? Set up ownership before your first campaign, so the first conversations have someone ready to answer them.
DATA & PRIVACY
What the dashboard shows, and what it doesn’t.
Property contextEstimates stay labeled
The conversationThe homeowner’s own words
Your lead record
Property details Modeled timing signal Original email threadEverything in a lead record comes from two places: property information and the homeowner’s own response. 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 help your agency plan email outreach 20–50 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 may ask Homefield to stop including phone numbers. Receiving an email response does not grant unrestricted calling or texting permission. 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 reviews the sender identity and copy and requests changes as needed; 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.
QUESTIONS
Questions about the Homefield dashboard.
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.
Is there a separate fee for the Homefield dashboard?
No. The dashboard and the managed campaign come with every plan. Qualified leads cost $29 each for 75–99 per month, $28 for 100–199, and $27 for 200–399; pricing for 400+ is custom. The 75-lead monthly minimum starts at $2,175/month. See plans and billing.
Do I have to work out of the dashboard, or can my team stay in our own inbox?
Either works. The agent is CC’d on every email, so each conversation is already in your regular inbox, and qualified conversations and lead records are also posted to your Slack channel when you connect it. The dashboard adds conversation assignment, campaign analytics, follow-up dates, team notes, the Scorecard, and the activity log in one place.
What does a lead record in the dashboard include?
The verbatim email thread first, then the homeowner’s name and contact email address, the property address, the timing signal, and an estimated home value. A phone number may be included where available; phone numbers are supplemental and are not represented as DNC-screened. Review the lead context.
Is the timing signal in the dashboard the homeowner’s actual renewal date?
No. It is a modeled window estimated from the home’s public-record closing anniversary, not a confirmed policy expiration date or access to carrier records, and the homeowner’s expression of interest is the basis for calling the lead qualified. Read how renewal timing is estimated.
What can I see in the activity log?
The activity log brings lead assignments and conversation activity together, including received conversations and sent follow-ups. The preview above uses fictional people, times, and events.
How quickly do qualified conversations reach the dashboard?
Homefield qualifies each conversation and then delivers the record to the dashboard, your email, and your connected Slack channel, usually within minutes. That is typical handling, not a guaranteed delivery time. For a new campaign, first qualified conversations follow once sending starts; timing and volume are not promised. See the campaign responsibilities.
What if a lead in my dashboard shouldn’t have been billed?
Submit a review request to Homefield no later than 7 days after delivery. If the review confirms the lead did not qualify, its charge is reversed on your next invoice. See how billing and disputes work.
Is the interactive preview on this page real customer data?
No. Every name, figure, and activity event in the preview is illustrative. The preview does not send email or change any live record. Read anonymized homeowner conversations.
PRACTICAL GUIDES
Put the next step into practice.
Manage homeowner email conversations as a team
Read the conversation-management guide, then learn how to follow up with insurance email leads.
Track insurance leads from first conversation to written policy
Build a homeowner email campaign around a relevant reason to respond
Turn home insurance interest into a thoughtful bundle conversation
Use the home + auto follow-up workflow when a homeowner asks about their cars too.
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.