Payment Relationship System

Simply the best way to take credit card payments, invoice, collect e-signatures, send documents, SMS text, instant message, and stay in touch with your clients.

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.




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

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.


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

Choose a plan that best fits your needs.



$14.95 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.



$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?

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Contact us

If you have any questions, get in touch with us here.

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Our Location

12000 Washington Street Suite 290

Call us on

(+1) 877 504 7100

Send your message

Our Working Hours

Mon-Fri 9.00AM to 5.00PM MST