We do the detective work. You close.
Exclusive, renewal-timed homeowner leads — worked by US-based setters and booked onto your agents' calendars, usually the same day.
You don't have a lead problem. You have a follow-up problem.
Homeowners are happy to compare coverage near renewal. But a bought lead rarely answers the first call — working 100 of them means 500+ dials, six attempts each, at the exact moment your producers should be quoting and closing.
From a cold homeowner to bound business
Your team does one thing — show up to the meeting. Scroll to watch a lead move through it.
-
Day 0
A homeowner raises their hand
Dana & Marcus · ZIP 76012 · renews in 38d consent ✓ -
60 seconds later
Sherllock calls — a US-based setter
dialing… 00:47 · owner ✓ · in-appetite ✓ · wants a quote ✓ -
Same day
Qualified & booked on your calendar
Tue 2:30 PM · Agent J. Ruiz · SMS + email reminders booked -
Day 3
Your agent runs the quote
the one step your agency actually touches -
Day 5
Bound. Your book just grew.
policy bound · first-year commission booked · renewals compound
Illustrative only: assumes ~35% of booked appointments bind, ~$1,800 average annual premium, and typical first-year new-business commission. Your numbers depend on your carriers, appetite and close rate.
Get pricing for my ZIPsEvery agency gets its own board
Not a spreadsheet emailed once a week. A live pipeline — every reply, quote, follow-up and bound policy, with premium and conversion tracked in real time, and a seat for each of your producers.
Pipeline
Open portal →, TX · renews Jun 14Book
, TXReply
, TX · home + autoBook
, TXSchedule
, TXLost
| Producer | Booked | Shown | Bound | Premium |
|---|---|---|---|---|
| 22 | 17 | 9 | $24,900 | |
| 19 | 15 | 7 | $19,300 | |
| 17 | 13 | 6 | $16,800 | |
| 14 | 11 | 5 | $13,600 | |
| 12 | 9 | 4 | $10,200 | |
| Team | 84 | 65 | 31 | $84,800 |
Policies bound by month
Conversion trend: 9.2% → 11.8% over the period. Export CSV / PDF from any view.
A board per agency
Your pipeline, your territory, your team — walled off from every other Sherllock client.
Live, not weekly
Replies, bookings and bound policies land in real time. Slice by producer or stage, export any view.
A seat per producer
Assign leads and track each agent's booked, shown and bound from one screen.
Board shown is an illustrative preview with sample figures; contact details are masked. Your live board activates as campaigns go live.
Exclusive homeowner insurance leads
Every lead is a real homeowner who asked about coverage near renewal — delivered to one agency only, in your ZIP territory, enriched and ready to work.
- 100% exclusive. Sold to you and no one else, ever.
- Renewal-timed. Reached 30–45 days before their current policy renews.
- Enriched records. Name, address, phone, email, estimated home value, renewal window.
- Territory locks. Claim ZIP codes or counties — competitors in your area can't buy them.
- Delivered your way. API / webhook, Zapier, direct-to-CRM, CSV, or the Sherllock portal.
- Replacement policy. Wrong number or clearly out-of-criteria? Credited, no questions.
Core line: homeowners. Also available — bundled home + auto, dwelling / landlord (DP-3), and high-value homes.
See lead pricingWhat a Sherllock lead includes
| Homeowner contact | Name · phone · email · address |
| Property signal | Est. home value, dwelling type |
| Timing signal | Estimated renewal window |
| Consent record | TCPA opt-in, timestamp, source URL |
| Delivery | Real-time, < 60 sec from capture |
| Exclusivity | One agency — yours |
What counts as a qualified appointment
- Reached the homeowner / decision-maker by phone
- Confirmed current coverage and interest in a quote
- Meets your stated criteria (state, home type, ownership, appetite)
- Time-zone matched to the assigned agent
- Calendar-confirmed with reminders scheduled
- No-show or misqualified? Reworked or replaced free
Qualified quote appointments, on your agents' calendars
This is what makes Sherllock different. We don't hand you a name and wish you luck — our setters do the dialing, the follow-up and the objection-handling, and hand your agent a homeowner who's expecting the call.
- Under-60-second first dial, then a structured follow-up cadence.
- Your script and disqualifiers, tuned with you in the first two weeks.
- Direct calendar booking with confirmation email + SMS reminders.
- Daily reporting — dials, contacts, booked, shown, disposition notes.
- No-show protection — reworked or replaced at no charge.
Sherllock vs. the usual options
| Sherllock | Generic lead vendor | Offshore call center | |
|---|---|---|---|
| Exclusive to your agency | Yes | Shared 3–8 ways | Varies |
| Renewal-timed homeowners | Yes | Rarely | No |
| US-based callers | Yes | N/A | No |
| Speed-to-lead < 60 sec | Yes | You dial it | Batch / next day |
| Books on your calendar | Yes | No | Sometimes |
| No-show replacement | Yes | No | Rare |
| Compliance handled (TCPA / DNC) | Yes | Varies | Your risk |
| Month-to-month, no lock-in | Yes | Often | Contracts |
| Territory exclusivity | ZIP / county | No | No |
Built with agency owners, not for a pitch deck
We're onboarding our first cohort of agencies now. Real names, agencies and numbers go here as results come in — we won't post a testimonial we can't stand behind.
"The appointments actually show. My producers stopped dialing and started quoting."
"Exclusive and renewal-timed was the difference. These homeowners expect the call."
"Month-to-month meant we could actually test it. It stayed."
Placeholder quotes shown while our first agencies ramp. Ask us for live references before you sign anything.
Every reason "leads don't work" — removed
No-show? Replaced.
Every no-show or misqualified appointment is reworked or replaced free.
Bad contact? Credited.
Wrong number or clearly out-of-criteria leads are credited, no dispute process.
Month-to-month.
No annual contract. Pause or stop with 15 days' notice after onboarding.
Your territory, locked.
Your ZIPs/counties are held exclusively while your account is active.
Consent artifacts (opt-in timestamp, source URL, IP) available per lead on request. See our compliance overview.
Questions agencies ask first
Are the leads exclusive?
Yes. Every homeowner lead is sold to one agency — yours — and never resold or recycled. Territory is locked by ZIP code or county so a competitor down the road can't buy the same coverage area.
How are leads delivered?
In real time, typically within 60 seconds of capture. We push to your CRM directly, via webhook / API, through Zapier, as a CSV feed, or into the Sherllock portal — whatever fits your workflow.
What makes an appointment "billable"?
We only bill for appointments that meet the criteria you set with us: the homeowner / decision-maker was reached live, confirmed interest in a quote, fits your appetite and state, and is booked on the assigned agent's calendar. No-shows and misqualified appointments are reworked or replaced at no charge.
Is there a contract or minimum?
Month-to-month. There's a short onboarding to set territory, scripts and delivery, then you can pause or stop with 15 days' notice. Volume pricing kicks in automatically as you scale — no renegotiation.
How do you handle TCPA and Do-Not-Call compliance?
All traffic is opt-in with a retained consent record (timestamp, source URL, IP). Numbers are scrubbed against the National DNC Registry and known litigator lists before any outreach. We can share consent artifacts per lead on request.
Which states and lines do you cover?
Homeowners is the core line, available in most states. We also run bundled home + auto, dwelling / landlord (DP-3), and high-value homeowners. Tell us your footprint and we'll confirm availability and pricing for your ZIPs.
Do I have to use the appointment setting?
No. You can buy raw exclusive leads and work them yourself, use appointment setting on top, or run a dedicated setter seat. Most agencies start with leads + per-appointment and move to a dedicated setter once volume is steady.
When does the client portal launch?
Soon. For now, onboarding, delivery and reporting are handled directly with your account manager, and you can create a login today so you're ready when it goes live.
Ready to fill your calendar?
Tell us your carriers, your territory, and how many homeowner appointments a week your agents can handle. We'll build the plan around it.