The all-in-one CRM and LMS built for insurance sales. Manage leads, automate follow-up, quote faster, and grow your book of business.
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AI-powered lead scoring and automated workflows help your team prioritize opportunities, stay organized, and follow up faster.
Manage calls, recordings, insights, and performance metrics from a single communications hub.
Engage prospects and clients with proven campaigns designed to drive more conversations, quotes, and renewals.
Automatically prioritize and distribute opportunities so agents always know who to contact next.
Automatically identify duplicate records and keep every client interaction, policy, and opportunity organized in one place.
Automatically distribute leads to the right agents and connect with prospects before the competition does.
Track consent, manage opt-outs, and maintain detailed communication records with tools designed to support compliance.
Simplify scheduling with calendar integrations and booking tools that make it easy for prospects and clients to connect.
Shape’s insurance lead management tools help agencies organize, prioritize, and act on opportunities faster, with built-in compliance controls, duplicate handling, and structured lead flow designed for insurance sales teams.
Route opportunities automatically using rules based on license type, product line, source, or campaign, or let producers work from shared pools. Set territory limits, capacity caps, and timing rules so every insurance prospect is handled quickly and within compliance guidelines.
Shape identifies repeat prospect information using phone numbers, email addresses, and custom matching rules. With alerts and merge tools, your records stay accurate and organized, so producers spend time having real conversations instead of sorting through duplicate data.
Not every opportunity is at the same stage. Shape brings forward prospects based on recency, activity, status, and engagement signals, helping producers focus first on the conversations most likely to turn into policies.
Shape surfaces aging or untouched prospects inside shared claim queues so producers can pick them up, restart outreach, and recover business that may have otherwise been missed.
Everything you need to power smart, fast, and compliant phone communication — built right into Shape.
Assign each agent a dedicated number for calling, texting, and MMS, or set up shared caller IDs for team-based outreach. Whether your operation is agency-driven or producer-specific, Shape gives you full control over how your numbers are assigned, tracked, and displayed, keeping every client interaction seamless, professional, and compliant.
Shape automatically selects the best outbound number based on your prospect's location, with no manual work required. When potential clients see a familiar local area code, they're more likely to answer, helping your agency connect faster, increase conversations, and build trust from the very first call.
In insurance, speed to contact can make all the difference, especially with high-intent leads from sources like EverQuote, QuoteWizard, or digital marketing campaigns. Shape instantly alerts your team when a new lead arrives and automatically routes the call through QuickFire Connect, helping you reach prospects before competitors do. Faster response times lead to more conversations, more quotes, and more policies written.
Whether you're transferring a prospect to a licensed agent, connecting a client with a service team member, or escalating a complex coverage question, Shape gives you flexible transfer options including warm, cold, and no-hold transfers. Instantly connect callers to the next available team member without interruption, creating a seamless experience that reduces missed opportunities and keeps conversations moving forward.
Shape can automatically record all inbound and outbound calls and attach them directly to the client record for easy access. With ShapeAI Insights, every conversation is transcribed, summarized, and scored, giving your agency greater visibility into client interactions for coaching, quality assurance, compliance, and delivering a more consistent customer experience.
Shape’s Heads Up Display gives managers real-time visibility into live calls without disrupting the conversation. Ideal for insurance agencies focused on coaching, quality assurance, compliance, and agent development, this tool allows supervisors to monitor call handling, provide timely support, and ensure every client interaction meets your agency’s standards when it matters most.
Assign each agent a dedicated number for calling, texting, and MMS, or configure shared caller IDs for agency-wide outreach. Whether your setup is producer-specific or team-based, Shape gives you complete control over how phone numbers are assigned, tracked, and displayed, ensuring every client interaction remains organized, professional, and easy to manage.
Never miss a client call, even when you're away from your desk. Shape lets you forward calls to your mobile device, office line, or another team member, helping agents stay responsive whether they're in the field, working remotely, assisting other clients, or handling after-hours inquiries.
Capture high-intent insurance prospects, respond faster with automation, and stay in front of clients with built-in follow-up and remarketing tools designed to drive more policies and renewals.
CRO-Optimized Landing Pages
Turn web traffic into real insurance opportunities with conversion-focused landing pages. We design and tailor them for your agency, no tech work required.
Contact and Lead Management
Manage every prospect and client record in a single system, with lead source insight, lifecycle status tracking, and complete communication history.
Consent and DNC Protection Tools
Built-in compliance tools help manage contact permissions, track consent, and check against DNC.com records. Your team gets clear visibility into who can be contacted and how.
Drip Campaigns Journeys
Stay visible with pre-built insurance campaigns that follow up automatically based on quote status, policy stage, or prospect activity. Keep opportunities engaged from first inquiry through renewal without manual reminders.
AI Calling & Texting Assistants
From new quote requests to past policyholders, ShapeAI helps automate outreach, qualification, and appointment scheduling. Your agents spend more time selling and less time chasing leads.
Smart Priority Views with AI Lead Scoring
Automatically surface the hottest insurance leads based on engagement, activity, and buying signals. AI scoring helps your team know who to call first so high-intent opportunities never get missed.
Creative Design Studio
Create insurance marketing materials, quotes, social posts, and email campaigns directly inside your CRM. No outside design tools or marketing software required.
Built-In Communication Tools
Manage insurance leads and client communication from one platform. Use click-to-call, automated follow-up, two-way texting, and pre-built email templates to respond faster and close more policies.
Mobile App, Always On
Call, text, email, and manage insurance prospects from anywhere. Whether you're in the office, meeting clients, or working remotely, your agency stays connected with real-time synced activity and updates.
With native integrations, open API access, and webhook support, Shape connects smoothly with the systems your agency already relies on.
Turn every call, text, and insurance lead into an opportunity — with AI built for modern insurance agencies.
ShapeAI responds when your agency can’t. Our AI insurance assistant answers inbound calls, greets prospects by name, captures policy intent, and offers transfers or callbacks. Whether it’s 10 AM or 10 PM, insurance leads are engaged instantly with every interaction logged directly into your CRM.
ShapeAI Texting helps insurance agencies automate lead follow-up with personalized conversations. Confirm appointments, follow up on quotes, collect policy details, nurture prospects, and respond faster with AI-powered insurance texting built directly into your CRM.
ShapeAI can proactively call new insurance leads, past prospects, and follow-ups on your agency’s behalf. Use AI to qualify leads, engage policy shoppers, and reconnect with inactive contacts, then route high-intent conversations directly to your team.
With ShapeAI Insights, every call is automatically transcribed, scored, and summarized. See how your agents are performing, what prospects are asking, and where conversations may be falling off track without manually reviewing call recordings or activity logs.
Shape isn’t just an insurance CRM — it’s the platform behind high-performing insurance agencies. Get the tools, automation, and support you need to respond faster, stay organized, and close more business with less manual work.
Get your agency up and running in days, not weeks. Shape’s onboarding process helps insurance teams start managing leads, automating follow-up, and writing more business quickly. No complicated setup or long learning curve — just a smoother start from day one.
Stay protected and audit-ready with built-in compliance safeguards. From DNC rules to 10DLC text regulations, Shape ensures every communication follows industry standards so your team can focus on serving clients with peace of mind.
Trusted by insurance agencies nationwide, Shape earns 5-star ratings for its speed, support, and results. Insurance teams rely on Shape to stay organized, automate follow-up, and close more business with less manual work.
As your agency grows, Shape grows with you. With flexible integrations, powerful automation, and customizable workflows, you can expand your processes, support more producers, and adapt to changing business needs without outgrowing your CRM.
Whether you’re an independent agent or managing a growing agency, Shape adapts to your workflow with tools built to help insurance teams stay organized, responsive, and ready to close more business.
Built to support growing teams, multi-location agencies, and high-volume sales workflows.
Assign leads by producer, line of business, licensing, and more
Web forms, live transfers, lead vendors, referrals, and third-party integrations
Track prospects and opportunities in one place
Custom views for agents, CSRs, managers & leadership teams
Stay connected with leads, quote requests, renewals, and win-back opportunities
Call, text, & email from one platform with complete tracking
Support for TCPA, DNC management, consent tracking, and audit visibility
Easily manage outreach, reporting, and workflows across locations
Monitor sales activity, response times, production, and team performance
Perfect for independent agents, producers, and smaller teams looking to stay organized and close more business.
Keep every prospect, client & follow-up organized in one place
Works with lead vendors, referrals, live transfers, and more
Communicate directly from each contact record
Stay on top of quote requests, renewals, and client check-ins
Track every opportunity from new lead to active policy
Keep referral sources updated with real-time communication and status tracking
Landing pages, email campaigns, forms, and branded materials
See every call, text, email, note, and task automatically logged
Get up & running quickly without a complicated implementation
Designed to help agents stay responsive, organized & consistent
See why insurance agencies across the country rely on Shape to manage leads, write more policies, and grow their business.
Shape software has elevated my sales game. It simplifies tracking and measuring marketing campaigns and my sales pipeline while keeping my sales team organized. Dani made switching from my previous CRM seamless, offering expert guidance and support during configuration. Highly recommend
- Ralph Perez, Geico Insurance
What Allstate Leadership Is Saying
Shape has been an incredible company to work with. I used a CRM by the name of Velocify back in the day before they went mortgage exclusive. As an insurance agent, there has been nothing like it… until now. Shape took everything I loved about it and improved upon it. Their team is responsive, they’re continuously building and developing the platform, and they’re open to working with you to achieve your goals. I’m looking forward to continuing to build with and on Shape.
- Andrew Filar, Allstate Insurance
I have had the pleasure of working with Shape on several projects, including a complete brand re-fresh (Logo, Website, Biz Cards, Email Signatures, Color Palette, etc.) and the experiences has been first class, top to bottom. I couldn't be happier with the work that has been done and the results of our organizations new look! Additionally, I have to give a special shout out to Chloe on the Shape team. She spearheaded the project and we could not have asked for a better experience. She has been absolutely amazing to work with. Thank You Shape!!
- Caleb Atchison, The Insurance Agency
No delays, no confusion — just a faster path to more policies written with Shape Insurance CRM.
See Shape in action with a Shape expert. We’ll walk you through the platform, answer your questions, and show how it fits your team’s workflow.
From lead routing to lead provider setup, we handle user access, integrations & configuration so your team can hit the ground running.
Turn on automation, launch proven follow-up campaigns & start converting faster with tools built to help insurance agencies write more business.
Frequently Asked Questions
Answers to common questions about how Shape helps insurance teams manage leads, automate follow-up, and stay organized.
