PHP Agency ERP and CRM Platform by 7T Digital Transformation as a Service

Network Marketing Insurance CRM Solutions

And ERP Platform to Take PHP Agency to the Next Level

PHP Agency empowers individuals to become successful entrepreneurs. PHP helps its ever-expanding team of insurance agents learn the industry and secure their licenses. Once agents are fully-licensed, PHP provides a suite of useful financial products for them to sell to their clients, including life insurance and annuities.

PHP is currently recognized as one of the fastest-growing financial marketing organizations in the United States. To achieve this scalability, PHP Agency turned to 7T.

PHP Enterprise Platform ERP, CRM and Mobile Sales Acceleration App

Before developing their robust back-office solution – composed of fully-custom insurance CRM systems and ERP platform – PHP’s business was bogged down by manual processes and approvals, disparate software solutions and intermittent data reporting. After experiencing the digital transformation provided by the PHP Sales Enablement App, the PHP Agency team was hungry for more innovation that would solve inefficiencies.

7T spent over two months diving into PHP’s business through our “Discovery and Innovation” process, identifying opportunities to optimize their business processes across departments. The strategy we developed for PHP Enterprise reengineered PHP’s back-office operations – from agent recruiting and licensing to sales, reporting and internal communications.

Benefits of the PHP Enterprise Platform

PHP Agency ERP and CRM Platform by 7T Digital Transformation as a Service
PHP Agency ERP and CRM Platform by 7T Digital Transformation as a Service
PHP Agency ERP and CRM Platform by 7T Digital Transformation as a Service

7T Digital Transformation as a Service - Mobile App and Enterprise Software Development Dallas

PHP Network Marketing Sales Acceleration Mobile Application

The PHP Agency sales companion app is an enterprise sales accelerator that is modernizing an otherwise very traditional industry. The network marketing app provides sales resources, team and individual sales dashboards, a mobile payment gateway, appointment booking, industry news, access to company competitions and secure internal messaging.

PHP Mobile Application Features

The PHP Agency sales companion app is an enterprise sales accelerator that is modernizing an otherwise very traditional industry. The network marketing app provides sales resources, team and individual sales dashboards, a mobile payment gateway, appointment booking, industry news, access to company competitions and secure internal messaging.

PHP Agency ERP and CRM Platform by 7T Digital Transformation as a Service
  • Real-Time Reporting: Agents have access to all PHP Sales Reports and New Recruit Updates.

 

  • Sales Team Gamification: Contests and special performance incentives motivate agents to perform at the top of their game.
PHP Agency ERP and CRM Platform by 7T Digital Transformation as a Service
  • Progress and Goal Tracking: Agents can track their next promotion, cash achievements and more while teams can track their historical and current sales performance.

 

  • Secure Internal Messaging: The PHP app integrates 7T’s custom messaging platform to keep teams and individual agents connected.
PHP Agency ERP and CRM Platform by 7T Digital Transformation as a Service
  • News Updates: With an in-app news feature, PHP agents can stay up-to-date on the latest contests, events and agency announcements.

 

  • Asset Sharing: Agents can view and share documents, marketing materials and MP3 files added by admin accounts.

7T Digital Transformation as a Service - Mobile App and Enterprise Software Development Dallas

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7T (also known as SevenTablets) is a Dallas Digital Transformation company, specializing in the development of cutting-edge business solutions. Our expertise spans enterprise software development, mobile app development, web app platforms, process automation, cloud solutions and beyond. We go beyond the role of a typical third-party service provider, becoming a true business partner.  7T takes a "business first" approach to Digital Transformation, with business strategy guiding the development process. ROI is our currency as we solve hard problems with innovative Digital Transformations that propel our clients to the next level. 

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