The best all-in-one insurance software

Join the top insurance agencies using the best insurance software platform in the industry.

Trusted and loved by 21,000 users and growing

― from 1,014 reviews

Everything your insurance agency needs

Marketing Suite

Shape automates your communication by sending timely emails and texts based on triggers, actions, and statuses, freeing up your time to focus on closing deals without worrying about follow-ups or missed information.

Easily send bulk messages and personalized, perfectly crafted marketing with just one click to boost your sales and close more deals.

Webphone & Dialer

Our phone system is effortless to use and equipped with advanced features that enable you to make hundreds of calls, leave voicemail drops, and even trigger automatic emails and texts after each call. With just a click, you can connect with your contacts, and our system's automatic prioritization ensures you're always connected with the most promising prospects first.

Additionally, dialing with a local area code can increase your call conversions by over 32%, allowing you to reach more people in less time and increase your chances of success.

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

With over 70% of your leads not yet ready to close, Shape can help you prepare them for the final stages of the sales process. Focus on closing deals instead of spending valuable time nurturing leads.

Responding to a lead within the first minute boosts contact rates by 391%. Engage with every lead instantly, while also providing the consistent contact and follow-up needed to convert more deals.

Mobile App

Use all the major features of your CRM right from your phone, so progress doesn’t stop just because you’re not by a computer.

Remotely manage leads and sales on your mobile phone with Shape’s iPhone or Android app and leave notes, call, text, email and more.

A.I. Lead Scoring

Let Shape's A.I. Lead Scoring analyze 700+ data points to prioritize leads that are most likely to turn into closed deals. Spend your time on high-value leads, not wasted ones.

Stop wasting time dialing down a list of leads aimlessly. Shape's A.I. Lead Scoring can tell you which leads are most likely to close today and bring the highest value to you.

Integrated cloud-based calling, texting, & email.

  • Complete Phone System

    Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more

  • Text, GIFs, and MMS

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

  • Email Sending Servers

    Get results with Shape's automated sending servers. Leverage our pre-built mortgage email drip campaigns and keep client conversations organized 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

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.

Integrate with thousands of your favorite apps

Start selling more policies in a matter of minutes!

1. Sign Up

Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Trusted and loved by 21,000 users and growing

4.8/5 ―

from 1,014 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