The 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, the PHP Agency turned to 7T.
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.
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.