Technology: Shape Insurance CRM

Everything your insurance agency needs

Ensure no potential customer is overlooked.

With automated lead distribution, prioritized views, AI lead scoring, and automated follow-up campaigns, Shape covers every step from lead capture to post-close, maximizing your sales efficiency.

Centralize client interactions effortlessly.

Track leads, manage your book of business, and streamline lead acquisition and retention with customizable tracking tools. Shape's comprehensive client management features improve efficiency and client satisfaction.

Accelerate your sales cycle with automation.

Shape comes with pre-made templates and automated drip campaigns for every step of the insurance lead sales cycle, including speed-to-contact, quoted, and post-close retention campaigns, ensuring efficient and effective lead management.

Built-in omnichannel communication tools.

Shape offers integrated calling, texting, and emailing. It also allows you to disable specific channels to adhere to provider guidelines, ensuring your communications remain consistent with company policies and regulations.

Take work on the go with our mobile app.

Shape features a mobile app and responsive design, accessible on all devices. This allows insurance agents to manage tasks and client interactions from anywhere, enhancing productivity and responsiveness.

Seamless integrations for enhanced efficiency.

Shape integrates with essential apps and tools in the insurance industry for seamless data flow and efficiency. Benefit from native integrations, a Zapier app, webhook features, and an open API for custom development.

Drive success with advanced reporting.

Monitor team performance, real-time status, and compliance with User Call Performance, live call monitoring, and automated call recording. Optimize marketing and user performance with Lead Tracker Reports.

Close 41% more insurance policies

Join top insurance agencies by adopting the industry's leading software platform

A CRM that understands your insurance needs.

Supercharge your sales with Andrew Filar's Next Call Club model on Shape Software. This best-in-class insurance lead management and CRM platform combines cutting-edge sales and marketing automation with hundreds of best practices templates and tools, all fully compliant.

Best practices workflow and automation tools.

Leveraging Andrew's proven strategies, this powerful platform has achieved an average conversion rate of 41%. Shape's insurance platform equips you with essential tools to close more policies and drive your business growth to new heights.

Unmatched compliance and security.

Shape offers complete opt-in and opt-out tools for calls, texts, emails, and TCPA compliance. Integrated with DNC.com, Shape checks leads against national and state do-not-call lists, identifies known litigators, and follows existing business relationship rules (EBR). Safeguard your business and customer data with Shape's robust compliance and security features, designed to protect your operations & build client trust.

See what our clients have to say

As a lifetime CRM user and trainer SHAPE has integrated all the must haves in one platform for the user and to gather metrics for reporting. The team has been ultra communicative to all of our team and users.

Shape Software has truly impressed me in every aspect. Its robust reporting capabilities, advanced automation features, and exceptional customer support have made it an invaluable asset for my team.

Their CRM software completely changed how I manage customer relationships. The intuitive interface and remarkable organization have boosted efficiency significantly. The standout customer support reflects their commitment to success.

Request your personalized demo today!

See firsthand how Shape & Next Call Club can revolutionize your sales process

This site is dedicated to providing valuable resources for Next Call Club users how to maximize their Shape Software experience.