PHP Insurance CRM Solutions, ERP & Enterprise Mobile App | 7T
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7T - Dallas Custom Software Development and Mobile App Development -- Dallas, Houston and Austin

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THE INSURANCE Work With Us at 7T - 7T is a Mobile App & Custom Software Development Company PHP’s Custom CRM and ERP Platform Combines INDUSTRY REVOLUTIONIZING With a Sales Companion Mobile App to Offer Streamlined Technology and Processes.

PHP Agency Logo

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Network Marketing / MLM Insurance CRM Solutions

And ERP Platform to Take PHP to the Next Level

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.

PHP Laptop and Mobile Phone Images

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.

PHP Web Portal - Leaderboard - MLM CRM and ERP Platform
PHP Web Portal - Dashboard with chat
PHP Web Portal - Commissions
PHP Web Portal - Contest with chat
PHP Web Portal - Image of contest qualifiers
PHP Web Portal - MD Locator
PHP Web Portal - News

Benefits of the PHP Enterprise Platform

7T Created a Multi-Level Marketing (MLM) ERP Solution to Accompany PHP Agency's Mobile App
7T Developed a Custom Enterprise Software Platform for PHP's Multi-Level Marketing (MLM) Ventures
7T Created a Multi-Level Marketing (MLM) Platform With Custom ERP Solution for PHP Agency
  • 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

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 Mobile Application Features

7T Developed the PHP Insurance Mobile App for Use in Conjunction With Enterprise Software Platform / ERP Systems
  • 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.
7T Created a Highly Secure Insurance Mobile App for PHP, Which Uses it in Conjunction With Enterprise Software Platform / ERP Systems
  • 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.
Goal Tracking, Real-Time Reporting, Internal Messaging and Gamification are Some of the Many Features of PHP's Insurance Mobile Application Platform
  • 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.
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Dottid Real Estate App

Slide Pepsi Co Inventory and
Warehouse
Management
Solutions Slide Fit Freedom Uniform and
Garment
Measuring
Mobile App Slide Bell Helicopter Secure and
Optimized
Helicopter
Sales Platform Slide Medibookr Connecting Patients
and Local Doctors
on a User-Friendly
Platform Slide PHP Agency Custom ERP & CRM
Enterprise Platform
And Insurance MLM
Mobile App Slide Rebel Athletic Cheerleading
Uniform
Measuring
Mobile App Slide Sirius XM Cloud-Based
User Agreements
With Real Time
Signature Tools Cloud-Based
User Agreements
With Real Time
Signature Tools

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