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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Establish your own digital catalog effortlessly by utilizing any Clip and share it with your clients at no cost. It's simple to create categories for easy product discovery and to maintain oversight of your inventory, ensuring that nothing is overlooked. You can upload over 1,000 products, which helps expedite your payment process. Enhance your customer experience by facilitating accurate transactions, providing detailed product descriptions and prices. Share your personalized link across social media platforms as often as necessary. Once a customer selects their desired item, you can send them a remote payment link to finalize the transaction. We adhere to both national and international regulations governing the card payment sector, and all transactions are closely monitored by the National Banking and Securities Commission (CNBV) as well as Banco de México, ensuring a secure and reliable payment experience for all parties involved. By utilizing these services, you can streamline your sales process and build trust with your clientele.

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

Screenshots View All

Screenshots View All

Integrations

Apple Pay
Samsung Pay

Integrations

Apple Pay
Samsung Pay

Pricing Details

$17.33 per device
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

Clip

Founded

2012

Country

Mexico

Website

clip.mx/

Vendor Details

Company Name

Sprucebooks

Country

United States

Website

www.sprucebooks.com

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

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

Alternatives

Alternatives