Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
With Real Time Contracts, you can email contracts just once, and any modifications made will be instantly visible to your clients. Clients can conveniently sign contracts online using just their mouse, streamlining the process. Agents are able to send contracts for online signatures through a secure CTM Web Signature system, eliminating the hassle of faxing documents repeatedly. Similarly, agents can also email contracts for initialing, utilizing a secure CTM Web Initials feature that avoids the need for back-and-forth faxes. This innovative solution enables you to sign PDF documents using eContracts' mouse signature technology, making the entire signing process more efficient. Furthermore, ordering insurance is made simple with a single click, removing the necessity to fax or email your contracts altogether. This seamless approach not only saves time but also enhances the overall client experience.
Description
Sprucebooks was specifically designed to cater to the needs of the Insurance Industry. We have created a user-friendly payment relationship system that enables insurance agents to maintain regular contact with their clients through an accessible Client Portal. Today's consumers seek applications that provide real value. Our app empowers Insurance Agents, Carriers, and MGAs to effortlessly send payment requests, e-signature requests, instant messages, and essential documents to their clients. With the Assureify mobile app developed by Sprucebooks, you can easily solicit credit card payments, obtain e-signatures, distribute crucial insurance documents, and communicate via instant messaging, all while presenting enticing insurance offers. Its intuitive design ensures that clients remain engaged with your agency thanks to timely notifications. Sprucebooks equips you with tools to manage credit card payments, dispatch e-signature requests, initiate payment requests, communicate with clients, establish recurring payments, and deliver important documents, all through our user-friendly dashboard, making client interactions seamless and efficient. This comprehensive approach fosters stronger relationships between agents and their clients.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$312 per user per year
Free Trial
Free Version
Pricing Details
$14.95 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CTM Software
Website
www.ctmecontracts.com
Vendor Details
Company Name
Sprucebooks
Country
United States
Website
www.sprucebooks.com
Product Features
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Product Features
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture