The AI insurance CRM built to write more policies.
- Win the speed-to-lead race. Auto-call and text new leads in seconds.
- Dial more, reach more. Power dialer with local presence and spam remediation.
- Protect your book. Automated renewals, cross-sell, and win-backs.
Trusted by 100,000+ customers since 2009.
“Hi Jim, this is Eva from Acme Inc. I’m following up on your recent inquiry. Is now a good time to chat?“
Your all-in-one insurance CRM platform.
From lead generation and quoting to marketing, communication, automation, AI, and reporting, Shape brings every part of your insurance agency together in one connected platform.
Marketing that turns quotes into policies.
Reach shoppers, past quotes, and current clients with campaigns built for insurance—bundle offers, renewal reminders, and win-backs, all done for you.
- ✓ Pre-built quote follow-up and renewal campaigns
- ✓ Ready-to-post social content for producers
- ✓ Cross-sell and bundle offers that lift retention
Reach more shoppers before your competition does.
Call, text, and email from one place with a power dialer, local presence, and spam remediation—so more leads actually pick up.
- ✓ Power dialer built for high lead volume
- ✓ Local presence and spam remediation for better pickup
- ✓ Two-way texting to send quotes and follow up fast
From new lead to renewed policy—one system.
Manage shoppers, quotes, and your entire book of business with speed-to-lead automation, prioritized pipelines, and follow-up built in.
- ✓ Speed-to-lead: new leads called and texted in seconds
- ✓ Prioritized pipelines so producers work the hottest leads
- ✓ Automated follow-up for quotes, renewals, and win-backs
Quote funnels that capture and route leads.
CRO-optimized quote pages we design, build, and maintain for you—qualifying shoppers and routing them to a licensed producer instantly.
- ✓ Survey-style quote funnels that qualify shoppers
- ✓ Instant routing to a licensed producer
- ✓ Done-for-you, integrated, and optimized
A branded portal for docs, ID cards, and renewals.
Give clients a self-serve portal to upload documents, access ID cards, and review coverage—cutting service calls so producers keep selling.
- ✓ Collect documents and e-signatures in one place
- ✓ Self-serve ID cards and policy info
- ✓ Syncs to your CRM—no double entry
Turn realtors, dealers, and CPAs into a lead engine.
Track and nurture the referral partners who send you business—with co-branded marketing and full attribution on every deal they refer.
- ✓ See which partners send the most business
- ✓ Automated co-branded outreach
- ✓ Full attribution from referral to bound policy
Never miss a follow-up, quote, or renewal.
Built-in tasks and calendar sync keep producers on top of every quote follow-up, renewal review, and client check-in.
- ✓ Automated tasks for quote follow-up and renewals
- ✓ Checklists tied to lines of business and roles
- ✓ Calendar sync with Google and Outlook
See what’s actually driving bound policies.
Track speed-to-lead, contact rate, quote-to-bind, and retention across producers and lead sources—so you know what’s working.
- ✓ Track bind rate, quote-to-bind, and speed-to-lead
- ✓ See which lead sources actually convert
- ✓ Monitor producer activity and retention
Explore the features insurance teams love most.
You bought the lead. Call it before five other agents do.
New leads are called and texted within seconds of hitting your CRM.
Route leads by state license, line of business, source, and producer schedule.
Automatically pull unworked leads and reassign them before they go cold.
Drop unclaimed leads into shared pools where available producers can grab them.
Detect duplicate leads so you never pay to work the same shopper twice.
Built for agencies with more than one producer.
Run multiple offices, teams, or brands from one CRM.
Separate producers, CSRs, and managers with the right access for each.
Track producers, CSRs, referral partners, households, and policies together.
Give managers a live view across producers and offices.
Surface the hottest shoppers so producers always know who to call next.
Every lead source in. Every bad number scrubbed.
Auto-import leads from QuoteWizard, EverQuote, Next Call Club, and more.
Accept posted leads from any vendor by API or webhook the instant they’re generated.
Scrub numbers against DNC.com and internal suppression lists before you dial or text.
Connect Shape to virtually any tool with flexible APIs and real-time webhooks.
Build integrations with Zapier, Make, and other no-code tools.
Market to shoppers, quotes, and your book—automatically.
Keep “still shopping” prospects warm until they’re ready to bind.
Reach clients before renewal to remarket and keep the policy.
Turn monoline clients into multi-policy households automatically.
Create flyers, social posts, and emails without leaving Shape.
Launch proven insurance campaigns in a few clicks.
Turn loan officers and realtors into a referral engine.
Tap a built-in database of loan officers and real estate agents to find and recruit new referral partners in your market.
Track realtors, LOs, and other partners who send you business.
See exactly how many quotes and bound policies each partner drives.
Run automated co-branded campaigns that keep you top of mind.
Stay in front of partners with scheduled check-ins and updates.
Text a quote. Nudge a shopper. Save a renewal.
Text quotes, ID cards, and photos right from the client record.
Auto-text new leads the instant they come in.
Let AI answer coverage questions and book calls around the clock.
Text your whole book about renewals, rate changes, and bundles.
See opens, clicks, replies, and opt-outs on every message.
A dialer built for agents who live on the phone.
Work through high lead volume without dialing a single number by hand.
Show a local number to lift answer rates on cold leads.
Monitor and remediate spam-flagged numbers so your calls connect.
Move live shoppers between producers without losing them.
Managers listen in and coach producers in real time.
Dial hard without landing on a DNC complaint.
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.
Honor opt-outs automatically across text and email.
Know your bind rate, speed-to-lead, and retention—by producer.
Watch quotes, binds, and producer activity update in real time.
See how fast each producer works new leads—and what delay costs you.
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.
AI that answers, qualifies, and follows up.
When a lead comes in at 9pm or you’re already on a call, Shape AI answers, qualifies the shopper, books the appointment, and follows up—so no lead ever goes cold.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
Connect your entire insurance tech stack.
Shape is built to be your all-in-one insurance lead management and marketing platform. Connect your lead providers, compliance tools, and the apps your team already uses with native integrations, webhooks, Zapier, and our open API.
Connect instantly with the insurance tools your team already uses every day.
Explore integrations → BuildOpen APIBuild custom integrations and automate data with our fully documented REST API.
See what’s possible → AutomateWebhooksTrigger real time updates and keep your systems connected as data changes.
Learn more → ExtendNo Code AutomationConnect Shape to thousands of apps with Zapier, Make, and other no code platforms.
Explore automation →Insurance doesn’t stop at your desk.
Whether you’re with a client, at a networking event, or catching a lead after hours, the Shape app keeps your calls, texts, quotes, and pipeline in your pocket.
- Call or text a new lead the second it comes in
- Never miss a new lead, quote follow-up, or renewal
- Access your CRM, pipeline, and tasks from anywhere
An insurance CRM built for every stage of growth.
Whether you’re a solo agent, running a growing agency, or leading a multi-location brokerage, Shape scales with your business so your team can work smarter at every stage.
Why agencies choose Shape
Built to support growing teams, multi-location agencies, and high-volume sales workflows.
- Advanced lead routing and distribution
Assign leads by producer, line of business, licensing, and more
- Instant lead capture from every source
Web forms, live transfers, lead vendors, referrals, and integrations
- Full pipeline and policy visibility
Track prospects and opportunities in one place
- Role-based dashboards and permissions
Custom views for agents, CSRs, managers & leadership
- Automated follow-up campaigns
Stay connected with quote requests, renewals, and win-backs
- Centralized communication tools
Call, text, and email from one platform with full tracking
- Compliance-focused tools
Support for TCPA, DNC management, and consent tracking
- Multi-office management
Manage outreach, reporting, and workflows across locations
- Real-time reporting and insights
Monitor activity, response times, production, and performance
- Built for high-volume sales
Scale from a handful of producers to hundreds without friction
Why agents choose Shape
Perfect for independent agents, producers, and smaller teams looking to close more business.
- Simple, powerful lead management
Keep every prospect, client, and follow-up organized in one place
- Fast connections to lead sources
Works with lead vendors, referrals, live transfers, and more
- Built-in call, text, and email tools
Communicate directly from each contact record
- Automated follow-up reminders
Stay on top of quote requests, renewals, and client check-ins
- Easy-to-use sales pipeline
Track every opportunity from new lead to active policy
- Referral partner visibility
Keep referral sources updated with real-time status tracking
- Marketing tools built in
Landing pages, email campaigns, forms, and branded materials
- Activity tracking and reporting
Every call, text, email, note, and task logged automatically
- Fast onboarding and setup
Get up and running quickly without a complicated implementation
- Built for relationship-driven sales
Helps agents stay responsive, organized, and consistent
Getting started is the easy part.
Onboarding, real human support, and ongoing resources — built to get your team live fast and keep you moving long after.
Up and running in days, not weeks.
A guided, white-glove onboarding experience that helps your team get up and running quickly—without the complexity, confusion, or guesswork.
- Dedicated implementation specialist
- We migrate and organize your data
- CRM tailored to your workflow
Meet your implementation specialist and build your launch plan.
We securely migrate and organize your existing data.
Your CRM, automations, and workflows are tailored to your business.
Go live with confidence after hands-on training and final review.
Help that doesn’t stop after launch.
Get instant answers from Shape AI anytime, or connect with a real product expert by phone or email whenever you need personalized help.
- 24/7 AI support with instant answers
- Real product experts by phone or email
- A dedicated account manager for the life of your account
- Support guides and video tutorials
- Live webinars and personalized training
Never wait for help.
Shape AI provides instant answers, guides you step by step, and gets you moving faster whenever you have a question.
Keep getting more from Shape.
Whether you’re training new hires or mastering advanced features, our live training, self-paced courses, and expert resources help your team get more value from Shape every day.
- New learning opportunities every week
- Resources for every role and experience level
- Learn at your own pace, anytime
- Keep your team up to date with new features
- Expert help when you need it
Free live sessions with Shape experts every week.
Structured training for every role and skill level.
On-demand tutorials, walkthroughs, and support articles.
Need extra help? Hire our experts for custom projects and hands-on assistance.
Built to earn your trust from day one.
Your data is protected with enterprise-grade security, encryption, independent audits, and compliance standards trusted by businesses in regulated industries.
Visit our Trust Center →Skip the complexity. We’ll manage your 10DLC registration so your business texting stays compliant and delivers reliably.
Learn more →From a stack of systems to one platform.
Agencies end up running a CRM, a dialer, a texting tool, a compliance service and a marketing platform side by side. Shape is all of it in one place, and connects to the lead vendors and tools you already pay for.
Your CRM, dialer, texting, quoting follow-up and marketing run as one system, under one login for producers, CSRs and managers.
QuoteWizard, EverQuote, Next Call Club and any other vendor post directly into your pipeline by API or webhook, so nobody is copying leads out of a portal.
DNC scrubbing, TCPA consent capture and 10DLC registration run before you dial or text, so a high-volume agency can work hard without working exposed.
Pipelines, statuses and campaign templates arrive set up to insurance best practices, not as an empty database you have to design yourself.
Our team configures the build and launches it, and our support team knows how an agency actually runs, not just the software.
Without Shape
- A login for every tool
- Leads copied out of vendor portals
- DNC and consent checked by hand
- Campaigns built from scratch
- Set it up yourself
With Shape
- One login for everything
- Vendors post leads straight in
- Scrubbed automatically before you dial
- Insurance templates ready to send
- We configure and launch it
Insurance moves fast.
Your insurance CRM should move faster.
Stop losing leads to slow follow-up and stop juggling a dozen tools. Shape puts your dialer, quoting follow-up, marketing, and book of business in one place—so you quote more and keep more.
“Shape has elevated my sales game. It simplifies tracking and measuring my marketing campaigns and sales pipeline while keeping my team organized. Switching from my previous CRM was seamless. Highly recommend.”
“As an insurance agent, there’s been nothing like it. Shape took everything I loved about my old CRM and improved on it. Their team is responsive and constantly building. I’m looking forward to growing on Shape.”