Shape Software all-in-one CRM logo

Sell 41% more insurance policies with Shape's all-in-one CRM platform

Get a free, no-obligation 1:1 demo with a Shape professional to discover how Shape's purpose-built sales and marketing automation tools can transform your business.

Key Features:

Sales

Communication

Marketing

AI

Get a 15 Minute Demo

Andrew Filar

Exceptional partner for insurance needs! Shape has been an incredible company to work with.

Andrew Filar

Allstate Insurance

right quotes

Over 100,000 customers served

Shape Software Users Love Us, High Performer and Top 50 awards

Everything your insurance agency needs

Unlock AI-powered lead priority views and automated cadences

Shape's best-practices insurance CRM offers pre-made priority lead views to help you start strong. AI-powered scoring ensures timely follow-ups, while admin views provide oversight. Automated 'Get Lead' cadences streamline lead selection for maximum efficiency, ensuring no opportunity is missed.

Unlock AI-powered lead priority views and automated cadences

Centralize your calling with Shape’s built-in telephony tools

Shape's built-in calling lets you track speed to contact, call attempts, and view logs in one platform. With real-time monitoring, call recording, and AI-driven insights for scoring and transcripts, you can optimize performance and streamline communication.

Centralize your calling with Shape’s built-in telephony tools

Engage your prospects with powerful marketing automation

Boost engagement with your prospects using our pre-made, data-driven content and omnichannel marketing approach. With proven cadences from new lead to post-close retention, Shape helps you achieve the 17 blended contact attempts needed to close an insurance deal effectively.

Engage your prospects with powerful marketing automation

Prioritize high-value prospects with “Get Lead” queues

Shape's shared lead model 'Get Lead' cadences prioritize prospects using lead management strategies tailored to the insurance sales workflow. Customizable for your business, these ensure your agents and telemarketers are consistently fed with leads, calling prospects at the right times.

Eliminate duplicates for cleaner data and time-saving efficiency

Automated de-duplication saves you from wasted opportunity costs by identifying and merging duplicate leads, helping you claim credits with insurance lead providers. Easily manage multiple policies, claims, insurers, vehicles, properties, and more—all within a single contact record.

Eliminate duplicates for cleaner data and time-saving efficiency

Automate lead distribution for faster speed to contact

Shape's automated lead distribution with QuickFire Connect alerts multiple agents instantly when a new insurance lead hits the system. The first to 'accept' wins the lead, triggering outbound dialing in seconds. Lock leads to agents at key stages like 'Quoted,' ensuring the deal stays with the closer.

Ensure compliance and protect your business with consent tracking

Shape offers robust compliance opt-in tracking and opt-out capabilities for email, text, and phone communications. We also capture consent details from lead providers like Everquote with every lead. Additionally, we offer integration with DNC.com for those needing enhanced Do Not Call compliance.

Ensure compliance and protect your business with consent tracking

Never miss another meeting with calendar syncing tools

Shape offers one-way or bi-directional calendar syncing with Google Calendar and Outlook Online, ensuring seamless scheduling. You can also automate the sharing of booking links, like Calendly, to effortlessly get interested prospects on your calendar at their convenience.

Never miss another meeting with calendar syncing tools

Centralize your communication tools

Supercharge lead engagement with our powerful, compliant phone system, designed to seamlessly call through your leads. Maximize productivity with inbound call routing, local presence dialing, call recording, AI-powered scoring, and transcripts. Take your sales to the next level with a user-friendly communication system built for success.

Shape’s SMS and MMS texting is built directly into the platform, with full management of your 10DLC application for compliance. Our texting inbox consolidates all your chats in one place, offering conversational views, plus scheduled, automated, and bulk texting to streamline communication and enhance engagement.

Shape’s built-in email system lets you send authenticated emails through compliant SMTP servers for secure, reliable delivery. Easily send email blasts, automate follow-ups, and personalize communication with customizable templates. Track open and click-through rates, and leverage expertly crafted, insurance-specific content to enhance your follow-up efforts.

Shape Insurance CRM Communication Tools

Unlock the power of AI Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI
Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Increase conversions by 60% with CRO-optimization

Maximize lead conversions with Lead Engine’s CRO-optimized landing pages, lead funnels, scheduling pages, and more.

Shape Software CRM Mobile App

Use Shape on the go with our mobile app

Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.

Integrate with thousands of your favorite apps

Seamlessly connect your tools and automate workflows to streamline your processes.

Shape Software Insurance CRM Integrations

Unlock the power of Shape in a matter of minutes!​

1
1. Sign Up
Click "Get Started" and choose our best-practices insurance template to instantly unlock your login and gain full access to Shape's powerful insurance CRM and lead management tools.
2
2. Seamless Onboarding
Let us do the heavy lifting! Join our live training webinars while our award-winning support team handles your data import and system setup.
3
3. Start Closing
Automate your insurance sales and marketing with proven follow-up workflows, and tap into over 500 features to boost lead generation and close more policies!
Icon illustrating Step 1 of the sign-up process for getting started with Shape Software, symbolizing the initial user onboarding stage.

1. Sign Up

Click "Get Started" and choose our best-practices insurance template to instantly unlock your login and gain full access to Shape's powerful insurance CRM and lead management tools.

Icon representing Step 2 of the sign-up process for Shape Software, highlighting seamless expert onboarding to guide users through setup and integration.

2. Seamless Onboarding

Let us do the heavy lifting! Join our live training webinars while our award-winning support team handles your data import and system setup.

Icon representing Step 3 of the sign-up process for Shape Software, emphasizing the start of using Shape's sales and marketing automation CRM to convert more leads and close deals efficiently.

3. Start Growing

Automate your insurance sales and marketing with proven follow-up workflows, and tap into over 500 features to boost lead generation and close more policies!

get started shape software woman pointing

Get started with Shape today