Overview
The Agents page is where an enterprise administrator sees every individual producer across all of their child member organizations in one deduplicated list, checks which agencies and which member MGAs each producer is tied to, and jumps straight into the right child member to manage that agent.
What is the Agents Page?
The Agents page rolls every agent associated with every child member MGA of your enterprise into a single searchable roster, so you can answer "where does this producer show up across our whole enterprise?" without signing in and out of each child portal one at a time.
Who uses it. Enterprise administrators and licensing leads at a parent organization that oversees several child MGAs. The day-to-day job is reconciling a producer's footprint across the group (How many of our MGAs is this agent at? Which agencies? Where do I go to fix a license?) and then hopping into the correct child MGA to take action.
The Agents page lets you:
See every agent across every child member organization in one list, with a single row per producer even when the same person is registered at more than one MGA.
Tell at a glance which agencies and which child member MGAs each agent belongs to, including branch names.
Search the entire enterprise roster by agent name, NPN, agency name, or member MGA name from one search box.
Open a per-agent detail page that pulls the producer's full enterprise footprint into one view.
Sign into a specific child member organization straight from the agent's row to manage their licenses, appointments, and authority inside that MGA's own portal.
Accessing the Agents Page
Sign in to the Enterprise Portal.
In the Left sidebar, click Agents. The page opens with the breadcrumb Agents at the top and no sub-tabs.
What's visible on the page
Element | Description |
Breadcrumb | Reads Agents. |
Agents table | The main surface. One row per unique producer across every child member, deduplicated by agent identity. |
Pagination | Appears below the table automatically once there are more than 10 agents. |
Empty state | When no child member has any agents yet, the table is replaced by a centered people icon, the text No agents found, and the hint Agents will appear here once child MGAs add agents to their agencies. |
Loading state | While the roster loads, the page shows three full-width skeleton bars in place of the table. |
Opening an agent's detail view. Click anywhere on an agent's row to open the Enterprise Agent Detail page for that producer (see the Enterprise Agent Detail Page section below).
Agents Table
Rows are deduplicated by producer identity, so each agent appears exactly once no matter how many agencies or child member MGAs they belong to. The table has five columns:
Column | Description |
Agent | The producer's full name with an initials avatar to the left. When an email address is on file, it appears in smaller muted text beneath the name. Sortable. Matched by the search box. |
NPN | The producer's National Producer Number, shown in a monospaced font with a copy button that copies the number to your clipboard on click. Displays a placeholder dash when no NPN is on file. Sortable. Matched by the search box. |
Agencies | Every agency the producer is tied to across the enterprise. The first agency shows inline as a circular initials avatar, the agency's legal name, and (when it differs from the legal name) its branch name in muted text below. When the agent belongs to more than one agency, a +N more link reveals the remaining agencies in a popover. Matched by the search box. |
Members | The child member organizations (MGAs) the producer is tied to, deduplicated. When the agent belongs to several members, the first member name shows inline and a +N more link reveals the rest in a popover. Matched by the search box. |
View in MGA | Buttons that switch you into a specific child member organization and open the agent's detail page inside that member's portal. One button appears when the producer belongs to a single MGA; one button per MGA appears otherwise. The column has no header text, and it is hidden entirely when your enterprise has not granted administrators access into its child members (see the Permissions section). |
Viewing an Agent in a Child Member (MGA)
When you'd do this. You need to act on a producer (manage licenses, appointments, authority, edits, or bulk operations) and the Enterprise Portal is read-only. To change anything on the record, you have to be inside the child member organization that owns the association.
Find the agent in the table. Use the search box if the roster is long (see the Filtering and Searching section).
In the View in MGA column on that row, click the button labeled with the child member MGA you want to enter. If the agent belongs to only one MGA, a single button appears carrying that MGA's name. If the agent belongs to several, one button per MGA is shown.
Turris switches your organization in the background. The button you clicked shows a spinner, and every other View in MGA button on the page is disabled until the switch finishes, which prevents an accidental double-click.
Once the switch completes, you are signed into the selected child member organization in the same browser session and dropped on that agent's detail page inside the member's portal.
Tip: The button label is the destination MGA's name. When a producer appears under multiple members, read the label before clicking so you land in the right tenancy the first time.
Note: The View in MGA column only shows when your enterprise has enabled member access for administrators. If you do not see it, the page is a view-only roster and you cannot switch into a child member from here. See the Permissions section.
Filtering and Searching
The Agents page has no filter dropdowns or status pills. It is one deduplicated list, scoped automatically to every child member of your enterprise. The only narrowing control is the table's search box at the top of the table.
Control | Type | Purpose | Example use |
Search box | Free-text input, synced to the | Narrows the table to producers whose name, NPN, agency legal name, or child member MGA name matches what you type. | Hunting for "Jane Smith" across the group? Type |
The search box matches against these fields:
Agent full name (first plus last name)
Agent NPN
Every associated agency's legal name
Every associated child member MGA's name
Name and agency and member fields use fuzzy matching, so partial or non-contiguous queries still find results: typing Trav finds Travelers Insurance. The NPN field uses contiguous substring matching to avoid false hits on long numeric strings, so typing 416344 finds NPN 1416344 but not unrelated rows that happen to share those digits in scattered positions.
Tip: Search is saved to the URL. Bookmark or share a narrowed view of the page by copying the URL with its ?search=... parameter attached.
Note: The search box does not match agency branch names. A branch name shows in the Agencies cell, but to find a producer you must search by their name, NPN, the agency's legal name, or the member MGA's name.
Enterprise Agent Detail Page
Clicking any agent row opens a per-agent detail page scoped to your enterprise. It consolidates everything the enterprise can see about that producer across all child members:
Personal details: full name, NPN, and email. Date of birth is shown when it is on file.
Total agency count: the number of agency associations the producer has across the enterprise.
Upstream associations: the producer's footprint grouped first by child member MGA, then by the agencies under that member. Each agency entry shows the agency's legal name and, when it differs, the branch name.
This detail page is also read-only. To act on the producer (manage licenses, appointments, authority, bulk operations, or edits), use View in MGA on the Agents table to switch into the appropriate child member organization first.
Permissions
Whether View in MGA is available to you comes down to one enterprise-level setting:
Setting | Effect on the Agents page |
Grant member access to children enabled at the enterprise level | Administrators can sign into their child member organizations. The View in MGA column appears on the Agents table, and the equivalent action is available on the agent detail page. |
Grant member access to children disabled | The Agents page still shows the full deduplicated roster, but the View in MGA column is hidden and you cannot switch into a child member from this page. The page is a view-only directory. |
If you need to manage an agent inside a child member organization and the action is not available, ask an enterprise administrator at your organization to enable member access in the enterprise settings.
Frequently Asked Questions
How is this page different from the Agents view inside a single member MGA? The Enterprise Portal's Agents page aggregates and deduplicates every producer across every child member of your enterprise into one row per person. A member MGA's own Agents view is scoped to that single member's network and shows the producer's record within that one tenancy.
Why does the same agent appear with multiple agencies and multiple members? The page deduplicates by producer identity, not by association. If one person is registered at several agencies, and those agencies belong to different child member MGAs of your enterprise, the producer still appears as one row, with each agency listed in the Agencies column and each member listed in the Members column.
How do I add, edit, or remove an agent? Add, edit, and remove operations live inside each child member organization, not in the Enterprise Portal. Use the View in MGA button on the relevant row to switch into the member organization that owns the association, then perform the action from that member's Agents page.
Can I run bulk actions on agents from this page? No. Bulk operations such as bulk-add, re-assigning to an agency, NIPR sync, and license-status changes live inside each child member organization. The enterprise Agents page is a read-only roster and switcher.
Why is the View in MGA column missing for me? The column only shows when your enterprise has enabled member access for administrators. If it is missing, your enterprise has not granted administrators the ability to sign into child member organizations. Ask an enterprise administrator to enable member access in the enterprise settings.
What happens when I click View in MGA? Turris switches your organization: it signs you into the selected child member organization in the same browser session and sends you to the agent's detail page inside that member's portal. Return to the Enterprise Portal at any time by switching organizations again from the top navigation.
Why don't I see any agents? Agents on this page come from the child member organizations of your enterprise. If no child member has added agents to any of their agencies yet, the page shows the empty state. As soon as a child member adds agents to one of their agencies, those producers appear here automatically.
Does deleting an agent inside a child MGA remove the row from this page? Yes. The page reflects only active (non-deleted) agents and active (non-deleted) agency associations. When a child member removes an agent or its agency association, that record drops off the enterprise roster on the next load.
Best Practices
Search by NPN when reconciling a producer across the enterprise. The NPN is unique to the person, so it is the most reliable way to land on the single deduplicated row for an agent who works across several agencies and members. Name searches can pull near-matches; NPN uses exact substring matching.
Read the View in MGA button label before clicking. When a producer appears under multiple member MGAs, confirm which member you actually need to manage them in. The label is the destination member's name, and a wrong click sends you into the wrong tenancy.
Open the +N more popovers instead of acting on the visible cell alone. When an agent has many agency or member associations, the cell shows only the first one plus a +N more link. Click it to see the full list before you decide where to take action.
Treat this page as a read-only directory. Every write operation (adding, editing, syncing, re-assigning, deleting) happens inside the child member organization, not in the Enterprise Portal. Use View in MGA to switch into the right tenancy before making changes.
Set your access policy at the enterprise level. If administrators need to manage agents inside child member organizations from this page, turn on Grant member access to children at the enterprise level. Otherwise the View in MGA action stays hidden and the page is view-only for everyone.
Need Help?
If you have questions about the Agents page or encounter any issues, contact our support team at support@turris.com.