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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.
Description
The Payment Terminal Platform aims to boost both productivity and the overall functionality of the familiar QuickBooks system that merchants utilize daily. Our primary focus is on providing solutions that simplify and enhance the efficiency of merchants' daily operations. With basic integration, merchants can either swipe or manually enter credit card transactions seamlessly. By incorporating an EMV add-on along with a compatible gateway, businesses gain the ability to conduct more secure EMV credit card transactions. The Payment Terminal for Financial QuickBooks serves as a highly effective resource for businesses of all sizes, offering user-friendly features that facilitate quick and efficient transaction processing. To achieve this, the Payment Terminal presents two essential processing screens: Single Customer and Multiple Customer. The Single Customer screen is tailored to enable businesses to handle either a single invoice or multiple invoices simultaneously for one client. Conversely, the Multiple Customer screen is optimized for batch billing, allowing merchants to select a group of clients and process numerous invoices for each client all at once, streamlining their workflow even further. This dual functionality ultimately empowers merchants to manage their transactions more effectively and with greater ease.
API Access
Has API
API Access
Has API
Integrations
Magento
QuickBooks Online
Pricing Details
$14.95 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Sprucebooks
Country
United States
Website
www.sprucebooks.com
Vendor Details
Company Name
Verosa
Country
United States
Website
verosa.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
