Assureify by Sprucebooks

Point of Contact: Ryan Pegram, Founder
Website: https://sprucebooks.com
Available Services: Sprucebooks and its client app, Assureify, provides agents multiple ways to take credit card payments, send invoices, collect e-signatures, send documents, Instant Message, SMS text, and stay in touch with their clients through our Payment Relationship System.

IAOA Exclusive Discount Code

The discount code for 60 Days Free for IAOA members is: IAOABETTERTOGETHER

All caps, no spaces, just like you see it above 🙂

Sprucebooks, together with its product Assureify, were built with the Insurance Industry in mind. We designed an easy to use Payment Relationship System that allows insurance agents to stay in front of their clients by engaging them with an intuitive Client Portal and the Consumer App, Assureify.

Benefits Of Subscribing To Sprucebooks:

• Assureify Client App
• Accept all Major Credit Cards
• No Cost to Your Agency Credit Card Processing* (Fees Passed On To Payer)
• Virtual Terminal to Process Payments
• 24 Hour Deposits
• E-signature Software
• SMS Text Client Invoices
• Email Client Invoices
• Deferred Client Billing (6 Months No Payments, No Interest)*
• Client Instant Messaging
• Client Mass Instant Messaging
• Document Storage
• Recurring Billing Options