The best all-in-one insurance software

Join the ranks of leading insurance agencies by adopting the industry's best insurance software platform.

Over 100,000 customers served

Everything your insurance agency needs

Marketing Suite

Shape simplifies customer engagement by automating personalized emails and texts triggered by specific events, actions, or status updates. This empowers you to focus on closing deals without the worry of follow-ups or missed opportunities.

Effortlessly send bulk, manual, or automated insurance marketing messages, giving you a significant boost to your sales efforts.

Webphone & Dialer

Shape's built-in phone system simplifies your calling process with advanced features for making and receiving calls, dropping voicemails, and triggering automatic emails and texts. Start dialing with a single click, and our prioritized views ensure you engage with the most promising insurance prospects first.

Plus, utilize local presence calling to boost conversions by over 32%, reaching more people in less time and improving your chances of connection.

Insurance Client Portal

Shape's Insurance Client Portal automates current policy gathering, documents, and client follow-up, freeing up your time to focus on acquiring new clients. Spend less time on tedious tasks like collecting client information and more time growing your business. With the Portal's automated follow-up and renewals functionality, you can increase renewals and future client retention.

Lead Management

Contacting leads within the first minute boosts contact rates by 391%. Leverage instant distribution, de-duplication, and automated sales and marketing follow-ups to engage every lead instantly, enhancing your conversion rates.

With over 70% of your leads still in the early sales stages, Shape can help nurture them until they're ready to close. Shift your focus to deals that are ready to get started, and let automation handle the rest.

Mobile App

Access all your essential CRM tools right from the convenience of your phone, so progress doesn’t stop just because you’re not by a computer.

With Shape's iPhone or Android app, you can remotely manage your insurance leads and upcoming policy renewals. Take notes, make calls, send texts and emails, and more—all from the convenience of your smartphone.

A.I. Lead Scoring

Leverage Shape's AI Lead Scoring, which evaluates 700+ data points to prioritize insurance leads with the highest likelihood of converting into closed deals. Concentrate on high-value leads, ending the need for aimless dialing through disorganized lists.

Uuse Shape's CRO-optimized landing pages for follow-up automation, converting leads into scheduled calls to fast-track their path to the right policy.

Integrated cloud-based calling, texting, & email.

  • Complete Phone System

    Built-in dialer with features including phone numbers, local presence, IVR, voicemail, call monitoring, quick fire connect, call scripts, call recording, and so much more

  • Text, GIFs, and MMS

    Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to quote and close more policies

  • Email Sending Servers

    Get results using Shape's automated sending servers to track clicks, opens, and more. Utilize our ready-made insurance email drip campaigns and maintain client conversations with our email inbox

Industry leading insurance marketing suite

Shape AI makes your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

Shape IQ lead-scoring with AI is the future

We use powerful AI servers to score your leads by your ideal customer profile. Leverage AI to bring the best sales opportunities to your team.


Lead Score


Conversion Rate

Use Shape on the go with our mobile app

Take your insurance work on the go with Shape's mobile app. Download it from the App Store or Google Play today!

Convert 60% more with Lead Engine

Let the Shape team build your landing page, relieving you of the daunting task of choosing the right tool and avoiding months of designing only to find the solution and integration with your tech stack falls short. With our customizable template options, we’ve got you covered.​

Customize your user experience through inbound call routes, seamless appointment booking, and interactive lead funnels for lead qualification. Enjoy the freedom to choose your preferred service methods, guaranteeing personalized experiences and optimal results for you and your customers.​

Streamline your scheduling process with integrated calendar automation. Say goodbye to endless back-and-forth emails when trying to find the perfect time to connect. Experience the convenience of efficient scheduling and unlock more high-value meetings.​

Lead funnels revolutionize lead qualification with interactive, quiz-style forms that effortlessly captivate prospects and encourage meaningful connections. Engineered using Conversion Rate Optimization (CRO) principles, these forms consistently deliver 3x more qualified leads compared to conventional contact forms.​

Integrate with thousands of your favorite apps

Start selling more policies in a matter of minutes!

1. Sign Up

Simply click "Get Started," choose our ready-to-use insurance template, and sign up. Your login credentials and full access to your Shape system will be instantly unlocked.

2. Seamless Onboarding

We've got you covered! Our support team handles data import and system configuration during onboarding. Become a Shape expert through our training webinars.

3. Start Closing

Unlock the potential of Shape to automate your sales and marketing efforts. Use proven insurance marketing materials and tap into 500+ powerful features to generate more leads and quote more policies!

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Get started with Shape today

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211


Contact Sales