Shape Software is highly rated by the leading software review sites
 

15,000 users can't be wrong.

 
Shape Software is highly rated by the leading software review sites
 
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Complete solution for
your insurance company.

 
Manage your clients and agency with Shape Insurance Software CRM

Manage your clients & agency.

Arm your agents with a system that tracks history, automates communication, and documents across policyholders and carriers.

 
Integrate with quoting engines with Shape Insurance Software CRM

Integrate with quoting engines.

Give your clients accurate rates across multiple carriers within seconds using a single entry screen and sync with consumer databases.

Follow up automatically with Shape Insurance Software CRM

Follow up automatically.

Send perfectly timed follow ups, automated campaigns, status updates, payment reminders, and more.

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All-inclusive business technology.
Ditch the spreadsheets & multiple tabs.

 
Shape Insurance Software CRM Marketing Automation

Marketing Automation

Create, automate, measure & optimize all your business’ online marketing in one place.

Shape Insurance Software CRM

CRM

Managing all your accounts in one place makes getting things done easier & more efficient.

Shape Insurance Software CRM Sales Optimization

Sales Optimization

Increase productivity, sell more, & work less. Organize your pipeline & collapse sales cycles.

 
Shape Insurance Software CRM Payments

Payments

Collect payments and record transactions automatically and all in one place.

Shape Insurance Software CRM Reporting

Reporting

Use Shape's custom reports to analyze and manage your data to make informed decisions.

Shape Insurance Software CRM Integrations

Integrations

Shape works directly with your favorite apps uniting all your tools on a single platform.

 
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