Extremely Easy To Use
Powerful Features
Sprucebooks was built with the Insurance Industry in mind. We built an easy to use payment relationship system that allows insurance agents to stay in front of their clients by engaging them with a simple to use Client Portal.
No Cost Credit Card Processing
NO MORE credit card processing fees. Sprucebooks provides a credit card virtual terminal that allows its merchants to process credit cards at no cost to the merchant.
Client Mobile App
Consumers want an App that is useful. Our App allows Insurance Agents, Carriers, MGA's to send their clients request for payment, e-signature, instant messages, and important documents.
Client App
With the Assureify mobile app by Sprucebooks you can request Credit Card Payments, E-signatures, send your clients important insurance documents, instant message, and even insurance offers. It's simple and easy to use design keeps clients engaged with your agency with instant notifications.
Dashboard
Multi-browser
Sprucebooks gives you the ability to run credit card payments, send e-esignature request, send payment request, message your clients, setup recurring payments, send important documents to clients, and much, much more through our intuitive dashboard.
Attractive Features
24 Hour Deposits
No need to wait days to receive your money. Sprucebooks offers revolving 24 hour deposits.
Offer Clients Deferred Billing
Offer your client a new way to pay. 6 months no payments, no interest options through Sprucebooks preferred providers.
Cool Stuff
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Assureify allows insurance agency clients to download a customized insurance app that gives insurance agents the ability to stay in touch with their clients.
Mobile Client App
- Instant Message Clients Insurance Offers
- Allows Clients To Sign Insurance Applications
- Send Payment Request Notifications
- Upload Important Documents To Your Client
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API
Sprucebooks gives Third Party Software providers the ability to pass payment information directly to an agents Sprucebooks portal via its custom API. This eliminates double entry.
Custom API
- Pass Client Info Directly To Sprucebooks
- Create Instant Payment Request
- Pass Information To Client App Instantly
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Agent/Client Relationship Builder
Integrating with Sprucebooks API increases profits and retention by nurturing client/agent relationship.
API For Carrier's, AMS, & MGA's
- Upload Client Information via API
- Reduces Agent Workload
- Builds Repore Among Agents and Clients
More Features
Tools that will make payment management easy so you have more time to focus on selling your products.
Expense Tracking
Sprucebooks offers an easy way to track all of your business expenses. Enter expenses and attach receipts to keep a log.
Recurring Payments
Setup recurring invoices for clients that pay you on a weekly or monthly basis for services or products that you sell.
Send Messages
Use Sprucebooks messaging service to send clients instant messages to their dashboard or mobile app.
Deferred Billing
Defer your clients payments with our preferred provider. 6 month No Payments, No Interest after which time the client can make payments.
E-Signature
Use our partner E-signature software for your business. It's included at no additional cost.* Ask us how!
SMS Text
Send payment request links to your clients cell phone via SMS text and instantly receive payment!
Plans & Pricing
A Choose a plan that best fits your needs.
SEEDLING
FREE
$0 per month
- 1GB Storage
- 1000 Invoices
- 1000 Clients
- Deferred Billing*
- Flat Rate Credit Card Processing*
Our basic version includes what most businesses need to take client payments.
SAPLING
30 DAYS FREE
$29.95 per month
- 1GB Storage
- 5000 Invoices
- 5000 Clients
- Deferred Billing*
- Flat Rate Credit Card Processing*
- Client Mobile App (Assureify)
- E-Signature Software
Our standard version includes all basic features plus the ability to send and receive e-sign documents.
ADULT
30 DAYS FREE
$49.95 per month
- 1GB Storage
- 1000000 Invoices
- 1000000 Clients
- Deferred Billing*
- Flat Rate Credit Card Processing*
- Client Mobile App (Assureify)
- E-Signature Software
- SMS Text
- Instant Messaging
Our premium version is unlimited, includes all basic and standard features plus the the client mobile app.
Need More Information?
Watch our Youtube Channel or give us a call.
We will get back to you ASAP!
Contact us
If you have any questions, get in touch with us here.
Thanks for contacting us we'll get back to you soon....!!!!
Our Location
12000 Washington Street Suite 290
Call us on
(+1) 877 504 7100
Send your message
support@sprucebooks.com
Our Working Hours
Mon-Fri 9.00AM to 5.00PM MST