shapeshape

Launch yourinsuranceshape  platform.

Quoting, product management, branded websites, power dialing, and portals—built for the insurance industry.

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shape

Everything you needto launchiconin one platform.

01

Core features for insurance businesses.

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Quoting

Generate accurate quotes fast, keep revisions organized, and move customers from quote to bind with less back-and-forth.

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Operations

Run everything through a secure operations portal built for insurance teams, with clear policy statuses, underwriting updates, and audit-ready internal notes.

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Workflow & Notifications

Automate tasks, trigger rules, and keep everyone aligned with real-time notifications across customers, staff, and partners.

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Advanced capabilities for growing businesses.

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Product Management

Configure products, coverages, and rules in one place so your team can launch and iterate without rebuilding systems.

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Branded Websites

Launch a branded front-end experience that looks professional out of the box and stays consistent across channels.

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Role-Based Access

Control who can view, quote, approve, and manage data with roles built for real-world agency and partner workflows.

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Power Dialer

Power through lead follow-up with a built-in dialer that tracks every call, note, and outcome—so your team moves faster and closes more.

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Integrations & API

Connect carriers, lead partners, and your tools with integrations, webhooks, and API access when you need it.

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