At IFP, we’re always forward thinking and looking at better ways to work more efficiently. Here are some of our favorite platforms that we use and recommend.
DocuSign eSignature
Sign important documents anytime, anywhere. Enhances the experience for your clients without the hassle of all the paperwork. Powered through DocuSign, eSignature technology is safe and secure. Learn More
MyRepChat
Text your clients without having to worry about compliance or the security of your information. MyRepChat is our solution to compliant SMS texting. Their digital assistant allows you to even schedule and automate efficient client communications, birthdays, anniversaries, events, appointments and more. Learn More
Box
Securely access all your files from any device, anywhere. Box is a cloud based storage system that can hold virtually any file type. It also makes collaborating easier by sharing links to documents and collaborating on notes virtually. The best part is box is equipped with enterprise-grade security, with encryption of documents in transit and at rest. Learn More
Calendly
Calendly, a powerful yet simple automated scheduling tool, takes the work out of connecting with others so you can accomplish more. We all put our Calendly link in our email signature so anyone can see available times and schedule meetings. Gone are the days of going back and forth in emails to schedule time. Learn More
UberConference
No pins, no downloads, no problems. UberConference is a simple and easy-to-use conference call service. It’s a free service that offers features like screen sharing, custom on-hold music, and HD video. Learn More
Jitsi
Jitsi is another great free option for video conferencing. When our full staff was working remotely, we were able to conduct a 5-6 hour meeting with recruits. Many of our staff could join in at any time with seamless transition. Learn More
