Recruiting, onboarding, licensing, production, and comp — one portal, your brand on the door. One flat monthly rate, every seat included.
Every agent, from application to issue-paid production, works inside the same machine — and you see all of it.
White-label join links under your brand carry a recruit from first click to signed agent.
Phased checklists take new agents from day one to first appointment.
Pre-contracting and carrier paperwork, tracked to done.
Submitted business, issue-paid status, and comp — visible across your downline.
Dials, appointments, and production rolled up for every agent, every business day.
Every producer works the same lead engine and CRM — one machine for the whole agency.
Start every producer on EZ Leads — the CRM with the lead engine built in, self-serve today. At ten or more agents, add PZ Portal and run the whole agency on one flat rate. Growing toward ten? Talk to us early.
Producers run the CRM. The agency runs the portal. No per-seat meter on the portal — adding your eleventh agent, or your hundredth, never raises the bill.
Palisade Zenith — the flagship agency this portal was built to run — is now interviewing.