7T Develops Customized Platform for PHP Agency, Sets the New Standard of ERP and CRM Systems for Network Marketing Companies
DALLAS, TX, November 9, 2020 — 7T, Inc. (7T), a cutting-edge software development firm, recently deployed an all-in-one platform for PHP Agency, Inc. (PHP), a national financial services company, that was completely customized to address the company’s continued rapid growth and improve their field agent’s workflows.
“Before we begin any project, our goal at 7T is to understand our client’s businesses better than they do,” said Shane Long, President and COO of 7T. “In order to build a unique platform that truly met PHP’s business needs, we dissected every step of the insurance agents’ processes to understand what the customized solution needed to accomplish and to ensure it would genuinely work while satisfying both the corporate and field teams’ unique requirements.”
Bamboo is the first-of-its-kind system for a network marketing business model, as it combines a robust back-end enterprise resource planning (ERP) software platform with a detailed customer relationship management (CRM) interface and two-way communications mobile app functionality, allowing PHP’s headquarters to chat and collaborate with field agents in real-time. Bamboo brings together more than 20 financial product providers and multiple integration partners to automate the agent licensing process and provide real-time data feeds with vital industry intelligence metrics.
Additionally, Bamboo provides field agents with access to sales numbers, promotion progress and milestone tracking, which incorporate gamification elements, such as a contest rules section and leaderboards with real-time updating. The system also hosts all recruiting, onboarding and upfront training for new agents, while incorporating a robust security system and third-party credit card processing system.
“This system is a game-changer for our teams. On the corporate side, we’ve saved countless hours with automated internal reporting, such as performing calculations to determine when agents hit their promotions. In the field, our agents can now submit insurance paperwork within minutes to the carriers, which increases efficiencies all around and allows them to better serve more clients,” said Jennifer Bet-David, Executive Vice President of Agency Operations at PHP Agency. “I would consider Bamboo to be the new gold standard for ERP and CRM systems, and recommend that all other direct selling companies look at their systems to determine if they are really meeting their needs.”
PHP worked with 7T over a span of 18 months to build the proprietary software system from the ground up with unique functionalities, automated processes, key resources and critical tools, packaged in an intuitive, user-friendly interface. For more information about Bamboo, visit 7T’ss website.
About 7T, Inc.
7T (7T) is a leading digital transformation company headquartered in Dallas, Texas. The company’s expertise spans the most advanced platforms including custom mobile apps, ERP platforms, CRM systems, Snowflake and cloud data solutions, data governance tools and beyond. 7T works with Fortune 500 companies, as well as innovative, emerging technology businesses in a variety of industries. 7T uses a business-first approach to create cutting-edge business solutions that streamline operational efficiencies and accelerate revenue. For more information, visit 7T.com.
About PHP Agency Inc
PHP Agency Inc. is a national financial services organization founded in 2009 by Patrick Bet-David. PHP partners with some of the world’s leading insurance and annuity carriers and provides a part-time or full-time opportunity to those wishing to pursue careers as life insurance agents. To date, PHP has over 17,000 licensed agents and has served more than 200,000 families. PHP Agency is privately held and headquartered in Addison, TX.
