Sprucebooks Description
Sprucebooks was designed with the Insurance Industry in view. We created an easy-to-use payment system that allows insurance agents and brokers to stay in touch with their clients through a Client Portal. Consumers want an App that is practical. Our App allows Insurance Agents, Carriers, MGAs, and Carriers to send their clients requests for payment, eSignature, instant messages, important documents, and request for payment. The Assureify mobile app from Sprucebooks allows you to request Credit Card Payments, Esignatures, and send important documents, instant messages, and even insurance offers to your clients. The simple interface keeps clients engaged with your agency and sends them instant notifications. Sprucebooks allows you to send e-signature requests, run credit card payments, set up recurring payments, message clients, and send important documents to clients.
Sprucebooks Alternatives
Podium
Everything local businesses need to win. Text with customers, get more reviews, collect payments, send text marketing campaigns, and centralize your communications—all from one platform.
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Moolah
Allow payments to be made on your website or app. This can be anything from simple "Buy Now", "Donate", buttons to fully integrated, customizable APIs. These APIs have been implemented by thousands of developers and merchants. Your Authorize.Net payment gateway gives your customers the option to pay securely online using Apple Pay or credit card. Automated Recurring billing™ is an easy-to-use tool to submit and manage recurring or subscription-based transactions. Send an invoice to customers to request payment. Customers receive an invoice via email. They can click a link to view the invoice and pay. Our unique, customizable, rules-based Advanced Fraud Detection Suite (AFDS) helps you identify, manage, and prevent fraudulent transactions that could lead to high costs.
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Balance
Balance is the first self service checkout to accept 100% of the B2B payment complexities. This includes wires, checks, wires, wires, SaaS subscriptions, automatic vendor payouts, milestone payments, net terms, wires, checks, wires, checks, wires, wires, and wires.
API-first! Access them docs
Accept wires, ACH, cards, and checks.
Instant, risk-free net terms: Your customers pay net 30/60. You get paid immediately.
Easy recurring payments: Recurring invoice payments made as simple as recurring CC payments
Built to meet all B2B payment requirements. It is ideal for marketplaces, wholesalers, merchants, SaaS providers, and service providers.
Self-serve Invoicing: Customers can easily pull and pay their invoices using a click
Automatic reconciliation & collection: Isn’t it funny that you’re still doing this manually.
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ePayPolicy
The simplest way to collect insurance payments Accept online payments by credit card or ACH. You can speed up receivables and bind policies quicker, while offering a great experience for your clients. ePayPolicy was created by insurance professionals for the insurance industry. It is the easiest way for premium finance companies, brokers, MGAs and insurance agents to collect credit card or ACH payments. You can easily collect credit card and/or ACH payments from insureds by creating your own payment page and unique URL. After integrating your management software, you can collect and send funds to the insurance industry. You can also use additional features. You can easily collect digital payments from insureds, and then pass them on to your broker or MGA partners. ePayPolicy's mission is to eliminate paper checks. Our simple, insurance-centric solution allows you to collect digital payments and transfer funds across the industry.
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Pricing
Pricing Starts At:
$14.95 per month
Free Trial:
Yes
Integrations
API:
Yes, Sprucebooks has an API
No Integrations at this time
Company Details
Company:
Sprucebooks
Headquarters:
United States
Website:
www.sprucebooks.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Videos
Customer Support
Phone Support
Online
Sprucebooks Features and Options
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