The enterprise Agencies page is where you see every agency that works with any of your child members (carriers or MGAs) in one consolidated list, so you can audit your full agency footprint across the group, count how many agents each agency has enterprise-wide, and jump straight into a specific child member to act on a relationship.

The Agencies page is the enterprise-level roll-up of every downstream agency associated with any carrier or MGA that sits under your enterprise organization. It lets one enterprise user review and navigate agency relationships across all child members without signing in and out of each member portal.

Who uses it. Enterprise administrators, licensing leads, and compliance managers at multi-entity carrier or MGA groups. A common job-to-be-done: confirming whether an agency already exists somewhere in the group before starting a new appointment, or comparing how many agents an agency carries under each child member.

What you can do here:

Left sidebar → Agencies (the building icon in the operational group, sitting between Child Members and Agents).

The page header breadcrumb reads Agencies, and the browser tab title is Agencies | Enterprise Portal | Turris.

While the data loads you see three full-width row placeholders. Once the data arrives, the page renders the filter bar followed by the agencies table. If no agency is associated with any of your child members yet, the page shows an empty state with the building icon, the heading No agencies found, and the helper text Agencies will appear here once child MGAs are added to your enterprise.

Click anywhere on a row to open that agency's enterprise detail page, which shows the agency's legal address, primary contact, every child-member relationship (with its own onboarding state, producer code, and NIPR data subscription), and the agents tied to each relationship.

Pagination controls appear at the bottom of the page only when the filtered list has more than ten rows; otherwise they stay hidden.

When you'd do this. You spotted an agency in the enterprise table that needs an action (a new appointment, a status change, a document upload). Those actions live in the child member's own portal, not the enterprise portal, so you switch into the right member to work on the agency in its own context.

If the agency works with more than two child members, the column shows only the first two pills plus a +N more link (with a down-chevron). Click +N more to expand the full list, and click Show less (up-chevron) to collapse it again.

Note: Member pills are only clickable when your enterprise organization has enabled member access to child organizations. When that setting is off, each member still appears in the Members column, but as a plain neutral badge with no click behavior. In that case, sign in to the child member through the Change Account menu instead.

Tip: When you are done in the child member's workspace, use Change Account in the top-right user menu to return to the Enterprise Portal.

A single filter sits in the bar above the table (under a Filters label with a help popover), and the search box belongs to the table itself. Both narrow the visible rows on the client without another network request, so changes are instant.

The dropdown is populated from the distinct child members present in the current data, sorted alphabetically by name. An empty selection shows every agency, and clearing the dropdown returns to that default.

The search box matches against four fields:

Note that the "doing business as" name shown in the Agency column is not searchable. Search and filter stack: applying the Select Upstream Entities filter first and then typing in the search box narrows within the filtered subset.

What does the Members column represent? It lists every child member (carrier or MGA) under your enterprise that has an active association with the agency. The same agency commonly appears on more than one member's book, and each pill is one of those relationships.

Why does the same agency show under multiple members? That is the intended behavior. Turris recognizes the agency as a single record and lists every member relationship in the Members column, rather than duplicating the agency across several rows.

What happens when I click a Member pill? Clicking a pill exchanges your session into that child member's workspace. You land in their portal as an enterprise member with full access to that member's agencies, agents, and tools.

Why are some Member pills not clickable? Member pills are interactive only when your enterprise has enabled member access for enterprise users. When that setting is off, the members still show as informational badges. Ask your enterprise administrator to enable member access if you need to act on relationships from this page.

What does the Agents number mean? The Agents column sums the agents associated with the agency across every one of its member relationships. An agency with 8 agents at Carrier A and 5 agents at Carrier B shows 13 in the Agents column.

Can I add or invite an agency from this page? No. The enterprise Agencies page is a read-only roll-up of agencies that already exist under your child members. To invite or add a new agency, switch into the relevant child member's workspace and use that member's agency workflow.

How do I see more details about an agency? Click anywhere on the agency's row to open its enterprise detail page. The detail page shows the agency's legal address, primary contact, every member relationship with its own onboarding and compliance state, and the agents tied to each relationship.

Why is the FEIN or NPN showing a dash? That identifier is empty for the agency. FEIN and NPN are populated when the agency provides them during onboarding or when a NIPR match is confirmed. Open the agency in a child-member workspace to add or update them.

If you have questions about the Enterprise Agencies page or encounter any issues, contact our support team at support@turris.com.