Close 35% more insurance policies

  • Policy Tracking

    Increase applications and manage thousands of leads and customers at once with the full suite of Shape automation and marketing features.

  • Policy Renewals

    Track customers and their policies to maximize renewals and cross-selling opportunities.

  • Communications Suite

    Manage your leads, and use an integrated phone, text, and e-mail platform for the best all-in-one insurance.

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Over 100,000 customers served​

Industry leading insurance features

Policy Tracking & Management

Create quotes, track, and manage new policies from lead to closing with Shape’s enterprise level insurance software.


Insurance integrations with virtually all other platforms you need for your insurance agency.

Renewal Management

Track and automate your renewals to maximize your future and potential revenue, and increase cross-selling opportunities.

Insurance Portal

Use a branded portal to securely gather documents, and automate follow up to increase your conversions.

Click to Call

Access all of your contacts one interface. Contact customers with a single click. No manual dialing.

Drip Campaigns

Send automated text and email campaigns that pull customers through the sales funnel.


Populate documents with signatures in seconds. Eliminate lengthy manual signing processes.

Cloud-Based Phone Platform

Call and text from your computer. Automatically log calls and add notes. No new hardware required.

Marketing Templates

Create email, text, posters, and more. 1,000+ pre-built, industry-specific templates.

Lead Distribution Rules

Auto-assign leads to agents based on reps’ working hours, licensing, and location.

Lead Scoring

Score leads based on interest level and value. Focus your time on your best prospects.

Shark Tank Lead Pool

Store old or neglected leads in a shared contact pool. Sales reps can quickly access and create new campaigns.

100,000+ customers automate sales & marketing with Shape


Increase in Sales


Faster Sales Cycle

40 hrs

Saved per Month

Integrate with thousands of your favorite apps

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