Shape
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Quote 41% more policies with Shape

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★★★★★2,000+ Verified Reviews
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Serving over 100,000 customers and counting
G2 High Performer, Fall 2025 G2 Easiest To Do Business With, Fall 2025 G2 Users Love Us G2 Best Support, Fall 2025 G2 High Performer Small Business, Fall 2025 Americas
  • Insurance CRM and lead management
  • Call, text, email + AI communication suite
  • Pre-built insurance marketing content + CMS
  • Automations, bulk actions and follow up journeys
  • Dashboards, producer insights and reporting
  • Fast setup, training and hands-on support
  • Mobile app for agents in the field
Shape customers
Reviewed by over 2,000+ users Top-rated for performance, support, and ease of use.
Customer Stories

Don’t just take our word for it

I have had the pleasure of working with Shape on several projects, including a complete brand re-fresh (Logo, Website, Biz Cards, Email Signatures, Color Palette, etc.) and the experiences has been first class, top to bottom. I couldn’t be happier with the work that has been done and the results of our organizations new look!

Caleb Atchison
Caleb Atchison
Source: Google reviews

Shape software has elevated my sales game. It simplifies tracking and measuring marketing campaigns and my sales pipeline while keeping my sales team organized. Dani made switching from my previous CRM seamless, offering expert guidance and support during configuration. Highly recommend

Ralph Perez
Ralph Perez
Source: Google reviews

So happy that we switched from Ricochet to Shape. I love that it’s been a year now and we didn’t get passed off to someone else. There is a dedicated customer support line for us to call when needed, but Alex always seems to be there when we need a hand. Thank you Shape, and thank you Alex

Michael Nocella
Michael Nocella
Source: Google reviews