Network Marketing Insurance CRM Solutions
And ERP Platform to Take PHP Agency to the Next Level
PHP Enterprise Platform ERP, CRM and Mobile Sales Acceleration App
Benefits of the PHP Enterprise Platform
- Streamlined Back-End Processes: 5-10x increase in productivity provided by removing manual approvals and 3rd party vendor systems, implementing a “work queue system” and load balancing across the PHP Enterprise platform.
- PHP Contest Engine: PHP is known for its high-energy agents who love friendly competition. The PHP Enterprise system is equipped with a custom contest engine that allows their leaders to set up automated contests with performance-based achievement requirements. Real-time reporting allows individuals and teams to track their progress and receive awards instantly!
- Real-time Data Reporting: PHP’s previous system updated daily or weekly, creating latency in sales reporting. The new PHP Enterprise system provides real-time tracking and metrics that empower PHP’s sales teams and leaders while providing added transparency.
- Updated Messaging Platform: The streamlined efficiency of the PHP Enterprise system didn’t stop with corporate business processes. PHP Enterprise adds a mobile and desktop-friendly messaging application so agents can communicate with one another securely and instantly, without the need for multiple third-party messaging systems.
- Complete CRM and Employee Management System: With PHP’s CRM system, users can view agent details, keep up to date with their client policy list, and manage prospects. Administrators can manage home office employees and assign work queue tasks based on their designated roles.
- Content Management and Communication Portal: The admin portal empowers PHP to manage the content in the mobile app, including agency-wide news updates and notifications, contests, events and asset sharing.
- Intuitive Commission Engine: With the PHP Enterprise system, admins can monitor policies and enjoy simplified payment tracking and commission calculation. As a result, agents are paid more quickly and efficiently.
- Improved Policy Management: Agents can view and edit policy details, ensuring that they are accurate and up to date. All policy info is available at the click of a button, which makes managing individual policies and those of their downline, so much simpler.
- Transformed Hierarchy Management: Genealogy provides an interactive overview so that agents can visualize their upline and downline. This feature transformed a process that was historically managed by spreadsheets.
- MD Locator: The web portal and app provide an interactive map so that PHP agents can help prospects locate a physical PHP office near them. This helps agents get plugged in, with access to training and mentoring.
- Licensing and Appointment Automation: PHP Enterprise provides an automated process flow for reviewing, editing and approving agent licensing and appointments. No more time spent on manual flows or hunting down paperwork.
- Agent Mentoring Support: Mentor Mode provides agents with a modified dashboard view of those in their downline. This enables PHP leaders to track their agents’ progress and coach more effectively.
PHP Network Marketing Sales Acceleration Mobile Application
PHP Mobile Application Features
- 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.
- 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.
- 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.
let's begin your digital transformation
7T (also known as SevenTablets) is a Dallas Digital Transformation company, specializing in AI, machine learning and the development of cutting-edge business solutions. Beyond multimodal machine learning and artificial intelligence (AI) development, we also specialize in enterprise software development, mobile app development, web app platforms, process automation, cloud solutions and DevOps, amongst others. We go beyond the role of a typical third-party service provider, taking on the role of 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 like machine learning-driven AI development solutions that propel clients to the next level.
