Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
With Real Time Contracts, you can email contracts just once, and any modifications made will be instantly visible to your clients. Clients can conveniently sign contracts online using just their mouse, streamlining the process. Agents are able to send contracts for online signatures through a secure CTM Web Signature system, eliminating the hassle of faxing documents repeatedly. Similarly, agents can also email contracts for initialing, utilizing a secure CTM Web Initials feature that avoids the need for back-and-forth faxes. This innovative solution enables you to sign PDF documents using eContracts' mouse signature technology, making the entire signing process more efficient. Furthermore, ordering insurance is made simple with a single click, removing the necessity to fax or email your contracts altogether. This seamless approach not only saves time but also enhances the overall client experience.
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
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
$312 per user per year
Free Trial
No
Free Version
No
Pricing Details
$14.95 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CTM Software
Website
www.ctmecontracts.com
Vendor Details
Company Name
Sprucebooks
Country
United States
Website
www.sprucebooks.com
Product Features
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
No
Client Database
Yes
Commission Management
No
Contact Management
No
Contract Management
Yes
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
No
Listing Management
No
Property Database
No
Website Management
No
Product Features
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No