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.