Built for producers who want to write more policies.
- Beat every other agent to the lead. Auto-call and text shoppers in seconds.
- Turn quotes into policies. Automated follow-up keeps shoppers warm until they bind.
- Grow the book you already have. Renewals and cross-sell run on autopilot.
Trusted by 100,000+ users since 2009.
My Book
“Hi Jim, your auto quote is ready. Want me to text it over and set up a quick call?“
From new shopper to renewed policyholder.
Reach shoppers before anyone else does.
New leads are called and texted within seconds of hitting your CRM.
Route leads by state license, line of business, source, and producer schedule.
Accept posted leads from any vendor by API or webhook the instant they’re generated.
Automatically pull unworked leads and reassign them before they go cold.
Detect duplicates so you never pay to work the same shopper twice.
Speed-to-Lead Automation
New leads are called and texted within seconds of hitting your CRM.
Smart Lead Distribution
Route leads by state license, line of business, source, and producer schedule.
Real-Time Lead Posting
Accept posted leads from any vendor by API or webhook the instant they’re generated.
Lead Redistribution
Automatically pull unworked leads and reassign them before they go cold.
Duplicate Management
Detect duplicates so you never pay to work the same shopper twice.
Work high lead volume and close it.
Work through high lead volume without dialing a single number by hand.
Auto-text new leads the instant they come in.
Text quotes, ID cards, and photos right from the client record.
Move live shoppers between producers without losing them.
Show a local number to lift answer rates on cold leads.
Power Dialer
Work through high lead volume without dialing a single number by hand.
Speed-to-Lead Texting
Auto-text new leads the instant they come in.
Two-Way SMS & MMS
Text quotes, ID cards, and photos right from the client record.
Warm & Blind Transfers
Move live shoppers between producers without losing them.
Local Presence
Show a local number to lift answer rates on cold leads.
Keep the book, and grow it.
Reach clients before renewal to remarket and keep the policy.
Turn monoline clients into multi-policy households automatically.
Keep ‘still shopping’ prospects warm until they’re ready to bind.
Track realtors, LOs, and partners who send you business.
Create flyers, social posts, and emails without leaving Shape.
Renewal & Retention
Reach clients before renewal to remarket and keep the policy.
Cross-Sell & Bundle
Turn monoline clients into multi-policy households automatically.
Quote Follow-Up
Keep ‘still shopping’ prospects warm until they’re ready to bind.
Referral Partners
Track realtors, LOs, and partners who send you business.
Design Studio
Create flyers, social posts, and emails without leaving Shape.
Make every dial and text defensible.
Automatically scrub federal and internal DNC lists before you dial.
Capture and store consent so every call and text is defensible.
Keep your texting registered and deliverable.
Verify contact info before you spend time — or money — on outreach.
Do Not Call Protection
Automatically scrub federal and internal DNC lists before you dial.
TCPA & Consent Tracking
Capture and store consent so every call and text is defensible.
10DLC Registration
Keep your texting registered and deliverable.
Email & Phone Validation
Verify contact info before you spend time — or money — on outreach.
Let AI answer, qualify, and follow up.
AI answers and places calls, qualifies shoppers, and books appointments.
AI answers coverage questions and books calls around the clock.
Transcribe, score, and summarize every producer conversation.
Surface the hottest shoppers so producers always know who to call next.
AI Calling
AI answers and places calls, qualifies shoppers, and books appointments.
AI Texting
AI answers coverage questions and books calls around the clock.
AI Call Insights
Transcribe, score, and summarize every producer conversation.
AI Lead Scoring
Surface the hottest shoppers so producers always know who to call next.
See what drives bound policies.
Watch quotes, binds, and producer activity update in real time.
Measure quote-to-bind and cost-per-bind by lead vendor.
Track renewals, cross-sell, and premium across your book.
Rank producers by dials, quotes, and bound policies.
Live Dashboards
Watch quotes, binds, and producer activity update in real time.
Lead Source ROI
Measure quote-to-bind and cost-per-bind by lead vendor.
Retention & Book Reporting
Track renewals, cross-sell, and premium across your book.
Leaderboards
Rank producers by dials, quotes, and bound policies.
AI that answers first and follows up forever.
Shoppers buy from whoever gets to them first and stays with them longest. Here’s how Shape AI wins the race to the quote — and keeps working the book after the sale.
Customer is interested in getting started and requested a follow up this week. Ready for outreach.
The tools producers live in every day.
Speed-to-lead, a power dialer, quote follow-up, and renewals — built for how agencies actually write and keep business.
First to the shopper
Auto-call and text new leads in seconds, before other agents even see them.
Volume without the grind
The power dialer works your lead list so producers just talk.
Quotes that don’t go cold
Automated follow-up nurtures ‘still shopping’ prospects until they bind.
Keep the book
Renewal and retention campaigns reach clients before they leave.
Monoline to multi-policy
Cross-sell and bundle offers turn one policy into a household.
Defensible by default
DNC, TCPA consent, and 10DLC handled before you ever dial.
Questions, answered.
What agencies and producers ask before they switch. Want to see it on your own book? Book a demo.
Leads route by state license, line of business, source, and producer schedule — so every shopper reaches a producer who can actually write the policy.
Yes. Shape auto-imports from vendors like QuoteWizard, EverQuote, and Next Call Club, and accepts real-time posted leads from any vendor by API or webhook the instant they’re generated.
Shape AI dials and texts new leads in seconds, answers coverage questions, qualifies shoppers, books calls, and follows up on quotes — so producers spend their time quoting and binding.
Automated renewal and retention campaigns reach clients before they leave, and cross-sell and bundle offers turn monoline clients into multi-policy households.
Shape captures and stores consent, scrubs DNC lists before you dial or text, supports 10DLC registration, and logs every interaction so your outreach stays defensible.
Shape replaces multiple point tools, so most agencies consolidate spend. Pricing depends on your team size and needs — book a demo for a tailored quote.
Write more policies.
Keep more clients.
See how Shape brings speed-to-lead, dialing, quote follow-up, renewals, and compliance together in one insurance CRM built for producers.
“The system has all the features we need to run our business smoothly, and the support has been excellent. It makes a big difference having a CRM that not only works but comes with a team that truly helps.”
“Shape has been fantastic to work with. They helped get my system up and running quickly and made the whole process smooth and stress free. Highly recommend.”