Case Study: Spruce Health achieves streamlined customer onboarding with Anvil

Spruce Health - Customer Case Study

Spruce Health, a healthcare technology startup, needed a better way to onboard new customers and transfer existing phone numbers into its unified communication platform. Their old carrier forms were confusing, required missing supporting documents, and created a lot of manual work for onboarding managers. Anvil helped modernize this process with a web-based workflow, improving the customer experience and simplifying intake.

Using Anvil, Spruce Health now sends customers a link to a guided workflow that collects all required information, requests only relevant details, and captures supporting documents. Once completed, customers are routed to DocuSign for signatures, signed copies are emailed automatically, and tasks are created in the team’s management system. The result was shorter onboarding times, fewer errors, and greater operational efficiency, allowing one onboarding manager to handle more clients with better service.

Spruce Health

Ari Steier

Customer Success