Shape Insurance CRM is an all-in-one platform designed specifically for insurance agents. With advanced marketing tools, an integrated phone system, AI-powered lead management, and mobile access, Shape empowers agents to boost sales, improve customer engagement, and streamline workflows. 🚀
📌 Maximize Your Leads with Shape's Lead Management Tools
Shape Insurance CRM makes managing leads simple—whether you're working in a shared lead model or an assigned-based system.
🔹 Key Lead Management Features:
✅ QuickFire Connect: Engage leads instantly! A pop-up alerts all eligible users when a new lead enters the system. The first user to "Accept and Connect" initiates an outbound call. 📞
✅ AI Lead Scoring: Shape’s AI prioritizes high-value leads based on your Ideal Customer Profile (ICP). Focus on the best opportunities first! 🔥
📞 Enhance Communication with Shape’s Integrated Tools
Shape CRM provides a built-in communication hub, eliminating the need for third-party tools.
🔹 Calling & Messaging Features
📞 Automatic Call Logging: Inbound & outbound calls, texts, and emails are automatically tracked.
📲 Automated Call Recording: For compliance & training.
📟 Local or Toll-Free Numbers: Choose a number that fits your business needs.
📨 10DLC Registration: Stay compliant with text messaging regulations.
📍 Local Presence Dialing: Increase pickup rates with local caller ID.
🔄 RingCentral Integration: Click-to-call, QuickFire Connect, and outbound call tracking.
🔐 Compliance & Security Built for Insurance Professionals
Shape prioritizes data protection and regulatory compliance.
🔹 Security Features
🛡️ SOC Certified: Meets top-tier security standards.
🔑 Multi-Factor Authentication (MFA): Extra security for logins.
🌍 IP Whitelisting: Restrict access to trusted locations for added protection.
🔹 Compliance Tools
📜 DNC Compliance: Integration with DNC.com ensures calls follow do-not-call lists & state regulations.
✅ Opt-Out Management: Track opt-outs for calls, texts, and emails.
🗂️ Compliance Reports: Maintain accurate records for FCC & TCPA audits.
📊 Prioritized Views: Smarter Lead Management for Higher Sales
Shape’s prioritized views help agents focus on the right leads at the right time.
🔹 Lead Prioritization Features
🔍 Dialer Queue: Automates lead sorting by status, last call attempt, and last status change.
📆 Upcoming X-Dates View: Tracks policy expiration dates to maximize customer retention.
🔄 Cross-Sell Opportunities: Identify and convert cross-selling opportunities based on customer activity.
📩 Drip Campaigns: Automate Engagement & Increase Conversions
Shape's automated email & text campaigns help agents stay connected with leads at every stage of the sales cycle.
🔹 Pre-Built Campaigns Include:
🚀 New Lead Campaigns: Engage leads immediately for higher response rates.
📑 Quoted Follow-Ups: Automated reminders & touchpoints after providing a quote.
🎉 Post-Close Retention: Strengthen relationships and request referrals.
📌 Bonus: Booking links can be embedded in campaigns for easy appointment scheduling!
📋 Manage Quote Defaults for Faster Policy Creation
Shape’s Manage Quote Defaults page streamlines the quoting process by allowing agents to:
✅ Pre-set default values for Auto, Home, and Life insurance quotes.
✅ Customize quote options to match specific insurance providers.
✅ Upload company logos for a professional, branded quoting experience.
📍 How to Access: Navigate to Settings → Manage Quote Defaults.
🛠️ Shark Tank & Pipeline Views: Never Miss a Lead Again
Shape’s Shark Tank ensures every lead is worked efficiently through two powerful options:
🦈 Shark Tank Features
📞 Call Cadence Queue: Ensures new & high-priority leads are contacted first.
📜 Lead Pool: Allows agents to claim leads from a shared list based on priority.
📊 My Pipeline View
📌 Track lead progress across multiple statuses including New Lead, Quote Sent, Contacted Follow-Up, and more.
📅 Filters for X-Dates: See past customers whose policies are expiring soon for retention & upselling!
📍 Auto, Home & Life Insurance Workflow Tabs
Shape organizes all insurance data in workflow tabs, making it easy to track:
🔹 Auto Insurance Tab
🚗 Quoted & Current Policy Details (Carrier, Coverage, Deductibles)
🚗 Vehicle Information (Make, Model, VIN)
🚗 Driver Details (License, Age, Marital Status)
🔹 Home Insurance Tab
🏡 Property & Coverage Details (Dwelling, Personal Liability, Deductibles)
🏡 Zillow Integration: View property data instantly!
🔹 Life Insurance Tab
📜 Quoted Policy Details (Face Amount, Policy Type, Payment Plan)
📜 Risk Factors & Health Information
📞 Caller ID & Reputation Management
Spam filters can impact caller ID reputation—Shape helps with:
📢 Caller ID Registration with major carriers (AT&T, Verizon, T-Mobile)
📢 Branded Caller ID for higher pickup rates.
📢 Call Routing & Transfers to connect clients with the right agent.
📞 Webphone vs. Call Forwarding
Shape provides two dialing options for flexibility:
📞 Webphone (VoIP) ✅ Hands-free dialing from your computer
✅ Call monitoring & recording
✅ Click-to-call & lead details displayed
📲 Call Forwarding ✅ Take calls from your mobile device
✅ Keep using your personal phone interface
✅ Works anywhere, anytime!
🚀 Why Choose Shape Insurance CRM?
✅ Boost Sales: AI-driven lead scoring & prioritization.
✅ Enhance Communication: Integrated calls, texts, & emails.
✅ Ensure Compliance: SOC-certified security & DNC compliance.
✅ Automate Workflows: Pre-built drip campaigns & prioritized views.
✅ Optimize Retention: Automated follow-ups for renewals & cross-sells.
💡 Shape Insurance CRM is built for insurance professionals—helping you close more deals, automate workflows, and grow your business.
Comments
0 comments
Article is closed for comments.