AssureSign and SpruceBooks Integration Partnership


AssureSign Partners, News & Updates

Another partnership in the books. Sprucebooks is the latest company to integrate with our eSignature platform, bringing electronic signature to myriad users of the financial services platform.  

Who Is Sprucebooks? 

Sprucebooks is a one-stop-shop for digitally based financial services. Based some 25 miles outside of Denver, CO, the company provides payment processing, invoicing, financing, billing, and similar financial services to businesses in various industries. The aforementioned services only begin to describe the Sprucebooks user experience. Users can leverage some impressive features that undoubtingly help woo their existing and prospective customers.  

  • Multiple channel invoicing  

  • Report automation 

  • Live messaging with customers 

  • Recurring/Delayed payment options 

These are only a few of the features Sprucebooks users can come to expect when signing on with the financial services powerhouse, many of which included with the most basic of packages.  

While the company’s interface is built for nearly any industry, services rendered are primarily catered to those in the insurance space. While our eSignature is the most recent integrative addition to Sprucebooks’ digital platform, the company has been building a repertoire of integrations with popular agency management systems (AMS), such as Jenisis.  

The Journey to Integration

The decision to go with AssureSign as an eSignature provider was well researched, methodical, and tactical. Ryan Pegram, CEO of Sprucebooks, looked at a number of our competitors before ultimately deciding to choose our reinvented dotted line for their electronic signature needs.  

A partnership was first on the horizon when our friends at Sprucebooks discovered our integration with EZLynx. This signaled to our newest partner that we were already playing ball with the property and casualty (P&C) sector, a large facet of the insurance industry. Our impressive relationship with the insurance industry, however, was only one of many factors that sealed the deal.  

The Sprucebooks team desired a functional, sustainable, and dependable integration that would come to fruition in as little time as possible. Our out-of-the-box APIs made this desire a reality, as the team at Sprucebooks completed the build in under two months! Impressed much? We were.  

When coupled with our attractive pricing, the deal was done. 

What the AssureSign/Sprucebooks Integration Brings to the Table 

The AssureSign-Sprucebooks integration went into final testing in late April and was released to users in May this year.  

With the power of our dotted line in hand, Sprucebooks users can now solicit eSignatures as part of their financial transaction workflow through our email to sign solution. While this is a benefit to a majority of Sprucebooks use cases, signature capabilities won’t be limited to just financial transactions. Users can send ANY document out for signature, regardless of whether the document is related to financial dealings or interactions. Moreover, users can complete their workflow from start to signature finish without leaving the Sprucebooks platform, a huge advantage when considering digital document management!  

While Sprucebooks currently uses our standard email-to-sign functionality, they plan to begin leveraging our new SMS feature to send documents via text message later this year! 

 

For more information on the AssureSign/Sprucebooks integration and partnership, check out our press release. 

 

Download the free "Getting Started with eSignature Technology" ebook
Dianna George

Dianna George

Manager, Partner Relations at AssureSign
A veteran insurance technologist, Dianna George is responsible for supporting AssureSign’s customers and partners, as well as leading business efforts to engage new channel opportunities. George has served as the president of the Ontario chapter of Applied Client Network for four terms, while also performing as a lead member of the Canadian industry solutions committee for three terms.
Dianna George