Shape Insurance Lead Posting Instructions
In the insurance system, leads often come with multiple drivers, policies, vehicles, properties, etc. Here's how to handle them efficiently.
The Process
- Go to "Manage Branches" in Settings
- Use the "Log In" Feature
- Click the "Settings" Gear Icon
- Find "Marketing Sources" on Left
- Find or "Add" Source
- Get Posting URL
- Set Up Lead Post
If you have any questions, feel free to reach out to us at support@setshape.com.
Endpoint URL
To find or generate the endpoint URLs, follow these steps:
1. Log into Shape:
- Access your Shape instance.
2. Navigate to Settings:
- Click the “Settings” gear icon located in the top right corner of the navigation bar.
3. Access Marketing Sources:
- In the settings, either search for “Marketing Sources” in the left-hand sidebar or click this link: Shape Marketing Sources.
4. Using Existing Marketing Sources:
- If the marketing source already exists, use the pre-existing posting URL generated by Shape.
5. Adding a New Marketing Source:
- If you don’t see the source in the settings page, click “Add Source” in the upper right-hand corner of the page.
- Name the source appropriately.
- Ensure it posts to “Leads.”
- Click “Save & Continue,” and the system will automatically generate your posting URL.
Field Mappings
Basic Information:
Field Name
Field Mapping
Additional Mappings
First Name
firstname
Last Name
lastname
Mobile Phone
phone
Work Phone
workPhone
Secondary Phone
homephone
Address
adraddress
City
adrcity
State
adrState
Zip
adrzip
Boberdoo Source
referralsource
Coverage Type
product
Credit Rating
creditRating
Gender
gender
Birthdate
dateofbirth
Jornaya TCPA Consent
tcpaconsent
mktoptinmethod
Marital Status
maritalstatus
Pub ID
mktaltid1
Sub ID
mktaltid2
Trusted Form URL
formurl
mktsourceurl
Universal Lead ID
leduniversalleadId
Auto Insurance Information:
Field Name
Field Mapping
Additional Mappings
Vehicle_Year
year
Vehicle_Make
make
Vehicle_Model
model
Vehicle_Sub_Model
series
Vehicle_Vin
vin
Vehicle_Ownership
ownershipType
lienHolder
Vehicle_Primary_Use
uses
Vehicle_Annual_Mileage
annualMileage
Driver_First_Name
firstname
Driver_Last_Name
lastname
Driver_Birthdate
birthDate
Driver_Gender
gender
Driver_Relationship_To_Applicant
relationshiptoInsured
Driver_Marital_Status
meritalStatus
Driver_License_Status
licenseStatus
Driver_Licensed_State
driverslicensestate
Driver_Age_When_First_Licensed
ageLicensed
Driver_Education
education
Driver_Occupation
occupation
Current Auto Insurance Carrier
autcurrentAutoCarrier
Current Auto Insurance Expiration Date
autPolicyExpiration
xDate
Home Insurance Information:
Field Name
Field Mapping
Additional Mappings
Bathrooms
numOfBathrooms
Bedrooms
numberofBeds
Build Year
yearBuild
Current Home Insurance Carrier
cmlhomcurrentHomeCarrier
Current Home Insurance Expiration Date
cmlhompolicyExpiration
xDate
Design Type
constructionType
Dwelling Type
classofdwelling
Exterior Wall Type
wallType
Foundation
foundationType
Home Replacement Cost
marketTotalVal
Occupancy
adroccupancy
Residence Status
adrownOrRent
Roof Type
roofcover
Square Footage
squareFootage
Stories
numOfStories
To view a list of supported import items, use this link: Reference for supported fields and values.
Payload Example with Multiple Objects:
{
“firstname”: “Shape”,
“lastname”: “Developer 9090”,
“email”: “shapedeveloper+20240701@gmail.com”,
“phone”: “80808080080”,
“vehicles“: [
{
“vehicleID”: “2342345”,
“year”: “2013”,
“make”: “BMW”,
“model”: “456”,
“series”: “34”,
“series2”: “2”,
“vehicleType”: “SUV”,
“annualMileage”: “”,
“vin”: “23434”,
“hin”: “3243434”,
“serialNumber”: “2423434”,
“uses”: “Business”,
“purchaseDate”: “11/06/2023”,
“ownershipType”: “Owned”,
“features”: “test”,
“lienHolder”: “test2”,
“excludedOnPolicy”: “1”,
“coverages”: [
{
“coverageId”: “3433442”,
“coverageName”: “Test term222211”,
“friendlyName”: “Jondoe”,
“premiumCents”: “$800”,
“perPersonLimit”: “$800”,
“perIncidentLimit”: “$500”,
“perDayLimit”: “$80”,
“deductibleCents”: “$898”,
“premiumPerMile”: “$87”,
“coverageItemDeclined”: “1”
}
]
},
{
“vehicleID”: “222222”,
“year”: “2013”,
“make”: “BMW”,
“model”: “456”,
“series”: “34”,
“series2”: “2”,
“vehicleType”: “SUV”,
“annualMileage”: “”,
“vin”: “23434”,
“hin”: “3243434”,
“serialNumber”: “2423434”,
“uses”: “Business”,
“purchaseDate”: “11/06/2023”,
“ownershipType”: “Owned”,
“features”: “test”,
“lienHolder”: “test2”,
“excludedOnPolicy”: “1”,
“coverages”: [
{
“coverageId”: “3433442”,
“coverageName”: “Test term2322”,
“friendlyName”: “Jondoe”,
“premiumCents”: “$800”,
“perPersonLimit”: “$800”,
“perIncidentLimit”: “$500”,
“perDayLimit”: “$80”,
“deductibleCents”: “$898”,
“premiumPerMile”: “$87”,
“coverageItemDeclined”: “1”
}
]
},
{
“vehicleID”: “3333333”,
“year”: “2013”,
“make”: “BMW”,
“model”: “456”,
“series”: “34”,
“series2”: “2”,
“vehicleType”: “SUV”,
“annualMileage”: “”,
“vin”: “23434”,
“hin”: “3243434”,
“serialNumber”: “2423434”,
“uses”: “Business”,
“purchaseDate”: “11/06/2023”,
“ownershipType”: “Owned”,
“features”: “test”,
“lienHolder”: “test2”,
“excludedOnPolicy”: “1”,
“coverages”: [
{
“coverageId”: “3433442”,
“coverageName”: “Test term333”,
“friendlyName”: “Jondoe”,
“premiumCents”: “$800”,
“perPersonLimit”: “$800”,
“perIncidentLimit”: “$500”,
“perDayLimit”: “$80”,
“deductibleCents”: “$898”,
“premiumPerMile”: “$87”,
“coverageItemDeclined”: “1”
}
]
}, {
“vehicleID”: “444444”,
“year”: “2013”,
“make”: “BMW”,
“model”: “456”,
“series”: “34”,
“series2”: “2”,
“vehicleType”: “SUV”,
“annualMileage”: “”,
“vin”: “23434”,
“hin”: “3243434”,
“serialNumber”: “2423434”,
“uses”: “Business”,
“purchaseDate”: “11/06/2023”,
“ownershipType”: “Owned”,
“features”: “test”,
“lienHolder”: “test2”,
“excludedOnPolicy”: “1”,
“coverages”: [
{
“coverageId”: “3433442”,
“coverageName”: “Test term 444”,
“friendlyName”: “Jondoe”,
“premiumCents”: “$800”,
“perPersonLimit”: “$800”,
“perIncidentLimit”: “$500”,
“perDayLimit”: “$80”,
“deductibleCents”: “$898”,
“premiumPerMile”: “$87”,
“coverageItemDeclined”: “1”
}
]
}
],
“properties“: [
{
“propertyId”: 5,
“addressId”: “”,
“fullAddress”: “#123 main street”,
“country”: “US”,
“typeOfAddress”: “1”,
“addressNumber”: “c”,
“street”: “d”,
“streetType”: “NW”,
“unitNumber”: “e”,
“unitType”: “t”,
“city”: “Y”,
“state”: “CA”,
“zip”: “90003”,
“dwellingId”: “234”,
“apn”: “234”,
“classofdwelling”: “VACANT”,
“subType”: “COMMERCIAL”,
“yearBuild”: “”,
“numberofunit”: “”,
“constructionType”: “”,
“wallType”: “”,
“foundationType”: “”,
“frameType”: “”,
“roofcover”: “”,
“roofshape”: “”,
“buildingshape”: “”,
“constructionQuality”: “”,
“squareFootage”: “”,
“numberofBeds”: “”,
“numOfBathrooms”: “”,
“numPartialBathrooms”: “”,
“numOfStories”: “”,
“factsYearBuild”: “”,
“factsNumberOfUnit”: “”,
“factsConstructionType”: “”,
“factsWallType”: “”,
“coolingType”: “”,
“heatingType”: “”,
“heatingFuel”: “”,
“enegyType”: “”,
“sewerType”: “”,
“poolType”: “”,
“firePlaceType”: “”,
“firePlaceNumber”: “”,
“garageType”: “”,
“garageFootage”: “”,
“parkingSpace”: “”,
“improvementVal”: “”,
“mktLandVal”: “”,
“mktTotalVal”: “”,
“mktImprovementVal”: “”,
“marketlandVal”: “”,
“marketTotalVal”: “”,
“owner1Name”: “”,
“owner2Name”: “”,
“owner3Name”: “”,
“owner4Name”: “”,
“firstmortgageAmount”: “”,
“firstMortgagelender”: “”,
“secondMortgageAmount”: “”,
“secondMortgagelender”: “”,
“purchasedate”: “”,
“purchaseprice”: “”,
“lastupdatedate”: “”,
“hasPool”: “0”,
“hasFirePlace”: “0”
},
{
“propertyId”: 6,
“addressId”: “”,
“fullAddress”: “#456 main street”,
“country”: “US”,
“typeOfAddress”: “1”,
“addressNumber”: “c”,
“street”: “d”,
“streetType”: “NW”,
“unitNumber”: “e”,
“unitType”: “t”,
“city”: “Y”,
“state”: “CA”,
“zip”: “90003”,
“dwellingId”: “234”,
“apn”: “234”,
“classofdwelling”: “VACANT”,
“subType”: “COMMERCIAL”,
“yearBuild”: “”,
“numberofunit”: “”,
“constructionType”: “”,
“wallType”: “”,
“foundationType”: “”,
“frameType”: “”,
“roofcover”: “”,
“roofshape”: “”,
“buildingshape”: “”,
“constructionQuality”: “”,
“squareFootage”: “”,
“numberofBeds”: “”,
“numOfBathrooms”: “”,
“numPartialBathrooms”: “”,
“numOfStories”: “”,
“factsYearBuild”: “”,
“factsNumberOfUnit”: “”,
“factsConstructionType”: “”,
“factsWallType”: “”,
“coolingType”: “”,
“heatingType”: “”,
“heatingFuel”: “”,
“enegyType”: “”,
“sewerType”: “”,
“poolType”: “”,
“firePlaceType”: “”,
“firePlaceNumber”: “”,
“garageType”: “”,
“garageFootage”: “”,
“parkingSpace”: “”,
“improvementVal”: “”,
“mktLandVal”: “”,
“mktTotalVal”: “”,
“mktImprovementVal”: “”,
“marketlandVal”: “”,
“marketTotalVal”: “”,
“owner1Name”: “”,
“owner2Name”: “”,
“owner3Name”: “”,
“owner4Name”: “”,
“firstmortgageAmount”: “”,
“firstMortgagelender”: “”,
“secondMortgageAmount”: “”,
“secondMortgagelender”: “”,
“purchasedate”: “”,
“purchaseprice”: “”,
“lastupdatedate”: “”,
“hasPool”: “0”,
“hasFirePlace”: “0”
},
{
“propertyId”: 7,
“addressId”: “”,
“fullAddress”: “#789 main street”,
“country”: “US”,
“typeOfAddress”: “1”,
“addressNumber”: “c”,
“street”: “d”,
“streetType”: “NW”,
“unitNumber”: “e”,
“unitType”: “t”,
“city”: “Y”,
“state”: “CA”,
“zip”: “90003”,
“dwellingId”: “234”,
“apn”: “234”,
“classofdwelling”: “VACANT”,
“subType”: “COMMERCIAL”,
“yearBuild”: “”,
“numberofunit”: “”,
“constructionType”: “”,
“wallType”: “”,
“foundationType”: “”,
“frameType”: “”,
“roofcover”: “”,
“roofshape”: “”,
“buildingshape”: “”,
“constructionQuality”: “”,
“squareFootage”: “”,
“numberofBeds”: “”,
“numOfBathrooms”: “”,
“numPartialBathrooms”: “”,
“numOfStories”: “”,
“factsYearBuild”: “”,
“factsNumberOfUnit”: “”,
“factsConstructionType”: “”,
“factsWallType”: “”,
“coolingType”: “”,
“heatingType”: “”,
“heatingFuel”: “”,
“enegyType”: “”,
“sewerType”: “”,
“poolType”: “”,
“firePlaceType”: “”,
“firePlaceNumber”: “”,
“garageType”: “”,
“garageFootage”: “”,
“parkingSpace”: “”,
“improvementVal”: “”,
“mktLandVal”: “”,
“mktTotalVal”: “”,
“mktImprovementVal”: “”,
“marketlandVal”: “”,
“marketTotalVal”: “”,
“owner1Name”: “”,
“owner2Name”: “”,
“owner3Name”: “”,
“owner4Name”: “”,
“firstmortgageAmount”: “”,
“firstMortgagelender”: “”,
“secondMortgageAmount”: “”,
“secondMortgagelender”: “”,
“purchasedate”: “”,
“purchaseprice”: “”,
“lastupdatedate”: “”,
“hasPool”: “0”,
“hasFirePlace”: “0”
}
],
“drivers“: [
{
“driverId”: “3213”,
“firstname”: “Jon333”,
“middlename”: “”,
“lastname”: “Doe”,
“driverslicense”: “234344”,
“driverslicensestate”: “AZ”,
“birthDate”: “03/12/1990”,
“relationshiptoInsured”: “Child”,
“gender”: “Male”,
“meritalStatus”: “Married”,
“age”: “23”,
“ageOnDate”: “02/06/2024”,
“education”: “BachelorsDegree”,
“occupation”: “MilitaryOfficer”,
“ageLicensed”: “19”,
“excludedOnPolicy”: “0”,
“incidents”: [
{
“drivingRecordId”: “765”,
“incidentDate”: “03/04/2024”,
“incidentType”: “1”,
“violationType”: “Texting while Driving”,
“isAtFault”: “0”
},
{
“drivingRecordId”: “767”,
“incidentDate”: “03/04/2024”,
“incidentType”: “1”,
“violationType”: “Texting while Driving”,
“isAtFault”: “0”
}
]
},
{
“driverId”: “4444”,
“firstname”: “Jon444”,
“middlename”: “”,
“lastname”: “Doe”,
“driverslicense”: “234344”,
“driverslicensestate”: “AZ”,
“birthDate”: “03/12/1990”,
“relationshiptoInsured”: “Child”,
“gender”: “Male”,
“meritalStatus”: “Married”,
“age”: “23”,
“ageOnDate”: “02/06/2024”,
“education”: “BachelorsDegree”,
“occupation”: “MilitaryOfficer”,
“ageLicensed”: “19”,
“excludedOnPolicy”: “0”,
“incidents”: [
{
“drivingRecordId”: “765”,
“incidentDate”: “03/04/2024”,
“incidentType”: “1”,
“violationType”: “Texting while Driving”,
“isAtFault”: “0”
},
{
“drivingRecordId”: “767”,
“incidentDate”: “03/04/2024”,
“incidentType”: “1”,
“violationType”: “Texting while Driving”,
“isAtFault”: “0”
}
]
}
,
{
“driverId”: “555”,
“firstname”: “Jon555”,
“middlename”: “”,
“lastname”: “Doe”,
“driverslicense”: “234344”,
“driverslicensestate”: “AZ”,
“birthDate”: “03/12/1990”,
“relationshiptoInsured”: “Child”,
“gender”: “Male”,
“meritalStatus”: “Married”,
“age”: “23”,
“ageOnDate”: “02/06/2024”,
“education”: “BachelorsDegree”,
“occupation”: “MilitaryOfficer”,
“ageLicensed”: “19”,
“excludedOnPolicy”: “0”,
“incidents”: [
{
“drivingRecordId”: “765”,
“incidentDate”: “03/04/2024”,
“incidentType”: “1”,
“violationType”: “Texting while Driving”,
“isAtFault”: “0”
},
{
“drivingRecordId”: “767”,
“incidentDate”: “03/04/2024”,
“incidentType”: “1”,
“violationType”: “Texting while Driving”,
“isAtFault”: “0”
}
]
}
]
}
Output:
{
“status”: 1,
“msg”: “success”,
“leadId”: 1818,
“systemId”: 16638
}
This site is dedicated to providing valuable resources for Next Call Club users how to maximize their Shape Software experience.
- Shape Resources
- NCC Admin Tools
- 1. Onboard a New Customer
- 2. User Additions
- 3. Lead Posting Details
- 4. Data Migration