The Contacts tab on an agency detail page is where you keep track of every person you work with at an agency: who owns the relationship, who legally signs the producer agreement, who handles compliance, and who should receive onboarding emails. It is the single roster that drives invitation emails, signatory routing, and day-to-day correspondence for that agency.

The Contacts tab is the contact directory for one associated agency. It lets you capture each person's name, email, and business role, designate a single primary contact, and decide whether onboarding invitation emails fire when a signatory or primary changes.

Who uses it. Onboarding managers and licensing teams at carriers and MGAs use this tab while standing up a new agency relationship and while keeping an existing agency's roster current. Account managers reference it when they need to know who to email about a renewal, a commission question, or a compliance follow-up.

Key capabilities:

The tab renders a single table of every contact for the agency. The Primary Contact is always sorted to the first row and rendered against a tinted background so it is visually obvious. If no contacts have been added yet, an Unavailable message reading "No contacts assigned for this agency" appears in place of the table.

What's visible on the page:

To open a contact for editing, click anywhere on the row or use the row menu and choose Edit. The Update Contact slide-over opens with the contact's current details pre-filled.

Note: The three-dot Actions menu only renders when you have permission to manage the agency. Set as Primary Contact and Delete are hidden on the row that is already the primary contact.

When you'd do this. A new account manager joins the agency, the agency tells you who their compliance officer is, or you need to capture a dedicated billing contact for commission statements. Adding a contact is also how you put a contract signatory in place before the producer agreement is signed.

Tip: Add the Contract Signatory before the producer agreement is generated. The signing envelope is addressed to the signatory's email, so getting the contact in place first avoids voiding and rebuilding an in-flight agreement later.

Note: If you submit an email address that already exists on this agency, the form blocks submission and shows the inline error "Contact with this email already exists" on the Email field.

When you'd do this. An existing contact has been promoted, has changed their last name, or has a new email address. You also use this flow to add or remove roles for someone already on the roster.

Before you save, a "What this change will do" caution box appears at the top of the slide-over whenever your edit has a downstream side effect. It does not block saving; it just tells you what will happen. The notes you may see:

Warning: If the agency has already signed the producer agreement and is awaiting your counter-signature, changing the contract signatory (or the signatory's email) voids the in-flight signing envelope. A modal titled "Agreement Awaiting Counter-Signature" explains that both parties will need to sign again. Click Proceed only if you accept the rework, or Cancel to keep the existing envelope intact.

When you'd do this. The current primary leaves the agency, ownership of the relationship transfers internally, or you initially seeded the roster with a placeholder and want to hand control to the right person. The primary contact receives onboarding invitation emails by default.

Only one contact can be primary at a time. Promoting a new primary automatically demotes the previous one, and the demoted contact stays on the roster with their existing role assignments intact.

When you'd do this. A contact has left the agency, or you added them in error.

The primary contact cannot be deleted: Delete is hidden on the primary row, and if it is somehow triggered, a "Cannot Delete Primary Contact" modal tells you the contact is set as primary and cannot be deleted. Reassign the primary to someone else first, then delete the original.

Each contact can hold one or more of the roles below. Roles are descriptive labels; assigning one does not by itself trigger emails, with one exception: Contract Signatory, which controls who countersigns the producer agreement and drives the invitation-email prompt.

The Contacts tab has no dedicated filter controls. Use the page's search box to narrow the table; matching contacts stay visible and the rest are hidden as you type.

The search matches against the Name column (first and last name), the Email column, and the Business Roles column. Partial matches work, so typing comp surfaces every contact tagged Compliance Officer, and typing part of an email or surname narrows the list to that person.

Why does the Add Contact button show a crown badge? Your plan does not currently include managing contacts for this agency. Clicking the button opens an upgrade prompt instead of the slide-over. Contact support@turris.com to enable the feature.

Why don't I see the three-dot Actions menu (Edit, Delete)? The Actions menu only appears when you have permission to update or delete the agency. If you can view contacts but not manage them, the menu is hidden.

What is the "What this change will do" box in the edit slide-over? It is a non-blocking caution that appears when your edit has a side effect, for example changing a signatory's email or editing a contact who is shared with other agency relationships. It explains what will happen but does not stop you from saving.

What happens when I send an invitation email? The contact receives a branded email with a secure link to the agency onboarding portal. If they already have an account, the link signs them in directly to this agency's record.

Why was the producer agreement voided when I changed the signatory? The signing envelope is addressed to a specific person. Replacing the signatory (or changing their email) while an envelope is in flight invalidates that envelope, so a fresh agreement is generated for both parties to sign.

Can I assign the same contact to multiple agencies? Yes. When a contact is shared across agency relationships, editing them here updates their details in all of them. The edit slide-over shows a caution note when this is the case.

Why is the email column showing a warning icon? The email address has been marked undeliverable, either by an explicit bounce or by appearing in your account's undeliverable list. Update the email so future invitations and reminders are received.

Why can't I remove the Contract Signatory role? The contact is the only contract signatory for the agency, so the role can't be removed until another signatory exists. Add a second contract signatory first, then remove the role.

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