Audience
Businesses searching for a payment relationship system
About Sprucebooks
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. 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. 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.
Other Popular Alternatives & Related Software
Commissionly Tracker
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance.
Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines.
Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
Learn more
NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
Learn more
InsurePay
InsurePay is a leading payment platform that revolutionizes how insurance organizations calculate, collect, send, and reconcile payments. Designed to seamlessly connect carriers, managing general agents, and policyholders, InsurePay offers a dynamic ecosystem that enhances efficiency and transparency in financial interactions. The platform supports a range of payment methods, including ACH, debit cards, and all major credit cards, catering to diverse client preferences. Features such as Payment Links allow insurance organizations to quickly request payments through reusable links shared via email or SMS, providing a direct path for policyholders to make secure payments. InsurePay also offers pay-as-you-go workers' compensation billing, enabling real-time premium calculations based on live payroll data, and improving accuracy and cash flow management. For agents and brokers, InsurePay delivers an integrated platform that streamlines premium collections, payables, etc.
Learn more
ePayPolicy
The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.
Learn more
Pricing
Starting Price:
$14.95 per month
Free Trial:
Free Trial available.
Integrations
API:
Yes, Sprucebooks offers API access
No integrations listed.
Company Information
Sprucebooks
United States
www.sprucebooks.com
Videos and Screen Captures
Other Useful Business Software
Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
Live migration and automatic failover keep workloads online through maintenance. One free e2-micro VM every month.
Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Phone Support
Online
