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Key Features:
Sales
Communication
Marketing
AI
Exceptional partner for insurance needs! Shape has been an incredible company to work with.
Andrew Filar
Allstate Insurance
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.
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.
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.
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.
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.
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.
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.
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.
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.
Maximize lead conversions with Lead Engine’s CRO-optimized landing pages, lead funnels, scheduling pages, and more.
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.
Seamlessly connect your tools and automate workflows to streamline your processes.
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.
Let us do the heavy lifting! Join our live training webinars while our award-winning support team handles your data import and system setup.
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!
