Palisade Zenith — the agency side of EZPZ

A career in insurance,reconsidered.

Palisade Zenith develops agents who build seven-figure insurance practices serving high-net-worth families. Now interviewing.

Real training, real upline The portal from day one
PZ PORTAL

The agency runs on rails.

The portal is Palisade Zenith’s operating system — every agent, from application to issue-paid production, works inside the same machine.

Recruiting funnels

Branded join links that carry a recruit from first click to signed agent.

Guided onboarding

Phased checklists take new agents from day one to first appointment.

Licensing & contracting

Pre-contracting and carrier paperwork, tracked to done.

Production & comp

Submitted business, issue-paid status, and your comp — visible, not mysterious.

Daily KPIs

Dials, appointments, and production rolled up every business day.

The CRM, included

Approved agents get EZ LEADS — the lead engine and CRM — as part of the system.

FOR AGENCY OWNERS

Run your agency on it.

The same machine, your brand on the door: white-label recruiting funnels under your agency’s name, your roster onboarding through the same phased system, production and comp visible across your downline.

Lead flow + work flow = cash flow. The platform built by independent agents, for independent agents.

Start my lead machine
What is EZPZ? EZPZ is a platform for licensed insurance agents and agencies, with two connected halves. EZ LEADS is a customer relationship management (CRM) platform where agents generate and manage their own exclusive leads, follow up by call, text, and email, book appointments, and automate their follow-up workflow. PZ PORTAL is the agency side — recruiting, onboarding, licensing, and production tracking in one place. Agents can connect their own Google account so booked appointments land on their Google Calendar and workflow emails send from their own Gmail — send-only access, with consent records and a one-click unsubscribe link on every email.
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