Overview
The Agencies page is where your team keeps track of every downstream agency you distribute through, so you can onboard new agencies, watch onboarding progress through to a signed contract, keep NIPR compliance data current, manage parent and branch hierarchy, and drill into any agency to review its agents, licenses, policies, appointments, and regulatory history.
What is the Agencies Page?
The Agencies page is the central directory for the downstream agencies your organization sells through. It is where you start new relationships, confirm each agency's onboarding is complete, and verify that their compliance data is up to date before you write business with them.
Who uses it. Licensing managers, compliance analysts, and operations leads inside an MGA, carrier, or wholesaler. The page powers the daily work of onboarding new agencies, chasing stalled invitations, triaging NIPR sync failures, and keeping the appointment book defensible.
What it lets you do:
Invite a new agency by email or a shareable link, add an agency manually, or import an entire book of agencies from a spreadsheet using the AI-assisted wizard.
See, at a glance, how far each invited agency has progressed through onboarding, and whether the producer agreement has been signed.
Track each agency's NIPR compliance data sync status and start a fresh sync straight from the row.
Move agencies under a different parent, convert top-level agencies into branches, or promote branches to top-level, individually or in bulk.
Set or change an agency's NPN requirement, NPN value, and legal name without leaving the table.
Pause or restore PDB change-alert monitoring to control which agencies you keep under live monitoring.
Soft-delete agencies and their agents, then restore them later from the Deleted view.
Open any agency's detail page to review its overview, agents, licenses, appointments, regulatory actions, and supporting documents.
Accessing the Agencies Page
Open the upstream entity portal.
In the left sidebar, click Agencies (the building icon, the first item in the operational navigation).
The page loads with the breadcrumb Associated Agencies, a New dropdown button in the top-right, and a filter bar above the table.
If your organization has no agencies yet, the page shows an empty state titled No data available with the message: "No agencies associated with your organization. You can invite, add or bulk-upload agencies if you hover over the 'New' button in the top right."
When a filter or search hides every row, you instead see No matching results: "No agencies match your current filters or search. Try adjusting the status filter, sync status filter, or search to see more results."
What's visible on the page
The table lists every agency associated with your organization. Branches appear nested under their parent and are revealed by expanding the parent row.
Column | Description |
Select checkbox (leftmost) | Tick to add a row to the bulk-action selection. The header checkbox is tri-state: it selects or deselects every row visible on the current page. |
Agency | Legal name with avatar initials. When a branch name differs from the legal name it appears below, prefixed Branch:; a different DBA (Doing Business As) appears prefixed DBA:. Sortable alphabetically by legal name. |
Contact Person | Name and email of the primary contact on file. The email is click-to-copy. Shows an N/A badge with a popover when no contact has been assigned. |
ID | NPN, FEIN, and Producer Code identifiers stacked, each click-to-copy. A dash is shown when an identifier is not on file. |
Created | Date the agency was added to your organization. Sortable. |
Onboarding Progress | For invited agencies whose contract is not yet signed, a step-by-step progress bar showing the current step name and a copyable sign-in URL. For everyone else (invited agencies with a signed contract, and Added or Bulk-Upload agencies), a Completed (green) or Partially Completed (yellow) badge, depending on whether all required data has been collected. |
Contract Signed | A green check when the producer agreement has been signed, a neutral cross when it has not. |
Invited to Onboard | A green check when the agency has been invited to complete onboarding themselves, a neutral cross when it has not. |
Compliance Data Synchronization | Current NIPR sync status as a color-coded badge. When sync has not been started (and the agency is eligible) a green sync icon appears next to the badge so you can start it from the row. On error or no-data, a question-mark popover next to the badge shows the NIPR message. When PDB alerts are paused, the badge reads Paused. |
Agents | Two badges showing the number of agents with a successful NIPR sync over the total agents linked to the agency. |
Actions | A three-dot popover at the end of each row with the row-level actions. Items shown depend on the agency's onboarding state, deletion state, and sync status (see Row Actions). |
Click any row (outside the checkbox or the Actions menu) to open that agency's detail page on the Overview tab.
Tip: Toggle a parent row's expand caret to show or hide its branches. Filters, search, and bulk actions all apply at every level of the tree.
Adding a New Agency
When you'd do this. A new agency has signed (or is about to sign) with your organization, or you are migrating an existing book of agencies into Turris.
Hover the New button in the top-right of the page to expose three options. Pick the one that matches the data you have on hand and how the agency should be onboarded.
Invite Agency
When you'd do this. You want the agency to complete onboarding themselves: providing their legal name and NPN, signing the producer agreement, answering any custom onboarding questions, and uploading supporting documents.
Click New, then Invite Agency. The Invite Agency slide-over opens.
Fill in the fields:
Field | Required | Description |
Invite agency yourself? | Optional toggle | When on, no email is sent; instead Turris gives you a sign-in URL to share with the invitee yourself. The email you enter below must be the same one the invitee uses to create and verify their account. |
Require Agency NPN? | Optional toggle | On by default. Turn off if the invited agency should not be required to enter an NPN during onboarding (useful for sole proprietors in states that do not require one). |
Agency Name | Yes | The agency's name. Example: |
First Name | Yes | The contact's given name. Example: |
Last Name | Yes | The contact's surname. Example: |
Yes | The contact's email. The invitation link and any reminders are sent here. Example: | |
Contract Template | Yes (unless pre-contract review is enabled) | The contract template to send for signature; it bundles the producer agreement with any document folders. Only Active templates can be picked, and a read-only viewer below shows exactly which documents the agency will sign. Hidden when pre-contract review is on, in which case the template is chosen after you review the agency's onboarding data. |
Category | Yes | Type of downstream entity: Carrier, MGA, Wholesaler, or Agency (the options reflect what your organization sells to). |
Producer Code | Optional | Your internal code for this relationship; a unique default is generated for you. Example: |
Use Default Onboarding Settings | Optional toggle | On by default. Turn off to customize this invitation's onboarding steps (cyber-policy requirement, product and state selection, payment details, custom questions, and pre-contract review) instead of using your organization defaults. |
If the selected contract template defines producer-agreement custom fields, fill those in beneath the document viewer.
Click Invite.
Tip: If you turn on Invite agency yourself?, copy the sign-in URL from the confirmation dialog and send it to the same person whose email you entered. They must sign in with that exact email.
Add Agency
When you'd do this. You already have what you need on file and just want the agency in the system without sending an email.
Click New, then Add Agency. The Add Agency slide-over opens.
Fill in the fields:
Field | Required | Description |
Require Agency NPN? | Optional toggle | On by default. When on, you identify the agency by NPN or license and the legal name auto-populates from NIPR. Turn off for agencies with no NPN; compliance data sync is then unavailable for that agency. |
Find Agency by | Conditional | Shown when NPN is required. Choose to look the agency up by NPN or by License. |
Agency NPN | Conditional | The agency's National Producer Number. As you type, the legal name auto-populates. Example: |
License State / License Number | Conditional | Used instead of NPN when you pick License: the license number and its US state. |
Agency Name | Yes | The agency's legal name. Auto-filled and locked when NPN is required; editable otherwise. Example: |
Create Agency as Branch? | Optional toggle | Turn on to create this record as a branch of an existing parent agency. |
Parent Agency | Conditional | The parent under which the branch sits. Required when Create Agency as Branch? is on. Each option shows its hierarchy depth (L1, L2, …); parents at the maximum depth are not selectable. |
Branch Name | Conditional | The branch's name. Required when Create Agency as Branch? is on. |
Invite Agency to Onboard? | Optional toggle | Turn on to also send the agency an email invitation to complete onboarding. A contact email is required when inviting. |
Skip Contact Info? | Optional toggle | Turn on to create the agency without a primary contact (disabled while Invite Agency to Onboard? is on). |
Use Existing Contact | Optional toggle | Appears when NPN is required and the agency already has contacts on file; pick one instead of typing new details. |
First Name / Last Name / E-Mail | Conditional | Primary contact details. Required unless Skip Contact Info? is on or you selected an existing contact. Example email: |
Producer Code | Optional | Your internal code; a unique default is generated from the agency name. Example: |
Category | Yes | Carrier, MGA, Wholesaler, or Agency. |
Click Add.
Note: Adding an agency does not trigger compliance data sync automatically. Once added, start a NIPR sync from the green sync icon in the row's Compliance Data Synchronization column, or from the bulk Synchronize Compliance Data action.
Bulk-Add Agencies
When you'd do this. You are bringing an existing book onto Turris and want to import dozens or hundreds of agencies from a spreadsheet in one pass, with AI helping map your columns and deduplicate against existing records.
Click New, then Bulk-Add Agencies. The Bulk-Add Agencies wizard opens in a full-screen modal.
Step through nine guided steps. Each step explains what it is doing and lets you review or correct results before continuing.
Step | What happens |
1. Upload | Upload a CSV or Excel file. Turris parses the rows and returns a job used for the rest of the wizard. |
2. Column Mapping | AI proposes a mapping from your column headers to Turris fields (legal name, NPN, FEIN, contact, branch, parent, producer code, category). Confirm or adjust each mapping. |
3. Data Transformation | AI applies row-level cleanups (trim whitespace, normalize values, format NPNs) and shows the activity log live. |
4. Field Validation | Each row is checked against required-field and format rules. Fix or skip invalid rows before moving on. |
5. Deduplication | Each row is compared against existing agencies; you choose Create, Update, or Skip for potential matches. |
6. NIPR Validation | NPNs are validated against the National Insurance Producer Registry. Pick which rows to proceed with. |
7. Agency Mapping | AI matches the selected rows against your existing agency list. Confirm Create, Update, or Skip per row; for Updates, the field-by-field diff is captured. |
8. Parent Mapping | For Create rows, decide whether each new agency is top-level or sits under an existing parent. The wizard auto-resolves obvious parent linkages and lets you adjust. |
9. Review | Final summary, including overwrite warnings for locked-identity fields. Click Submit to commit the import. |
Tip: Closing the modal before you click Submit on the Review step cancels the in-progress job automatically; nothing is committed until you submit.
Warning: The AI mapping is a starting point, not the final word. Always sanity-check the column mapping and the deduplication and agency-mapping steps, especially for branches under the same parent that may share legal-name prefixes.
Filtering and Searching
The filter bar above the table lets you scope the list. Status is single-select (Active or Deleted); the sync-status filter is multi-select and opt-in.
Filter | Type | Purpose | Example use |
Status | Badge toggle (single) | Switch between active agencies and soft-deleted agencies. Active is the default; Deleted shows soft-deleted agencies plus soft-deleted branches whose parent is still active. | Auditing what was deleted last quarter: click Deleted, then Restore anything removed in error. |
Sync Status | Badge toggle (multi) | Narrow the table to agencies whose NIPR sync falls into one or more of: Not Started, In Progress, Success, Not Applicable, Error. Agencies without a sync subscription are excluded whenever this filter is active. | Triaging NIPR failures: click Error to surface every agency whose last sync did not complete cleanly. |
The search box at the top of the table matches against the agency's legal name, branch name, and DBA, the contact person's name and email, and the agency's NPN, FEIN, or producer code. Partial matches work: typing Trav finds Travelers.
Bulk Actions
Tick the checkbox on each agency you want to act on. The Actions button in the filter bar enables as soon as one row is selected, and the count appears in its label (for example, Actions (3)).
Selecting agencies across pages
When every visible row on the current page is selected and more agencies match the active filters on other pages, a banner appears just above the table. Two variants:
Under the cap. Click Select all N matching filters to extend the selection to every matching agency across all pages, or Clear selection to back out.
Over the cap. When more than 1,000 agencies match, the banner warns the operation cannot proceed at that scale. Refine the filters and try again.
Change Parent (bulk)
When you'd do this. Agency hierarchy has changed: a sub-agency was acquired, a top-level agency became a branch under a new parent, or a branch needs to be promoted to top-level.
Tick the agencies you want to move.
Click Actions, then Change Parent. The Change Parent slide-over opens on the picker step.
In the New parent combobox, pick an eligible parent. Each option shows an L1, L2, L3 depth badge. Pick No parent, make Top-level (pinned just below the placeholder) to promote the selection to top-level.
Click Continue →. Turris validates each move server-side and partitions the selection into "will be moved" and "cannot be moved," with a reason for each rejected item.
Review the partition on the Confirm Change Parent step. Valid moves are summarized in a green banner; rejected items appear in a yellow banner with the reason next to each name.
Click Run Change Parent (or Skip N and Run when there are rejected items) to enqueue the operation. The slide-over closes and the table refreshes as the background job completes; you can track progress in the Activity panel.
Note: Change Parent prevents cycles automatically: you cannot move an agency under itself or under one of its own descendants, and you cannot pick a parent that has already reached the maximum tree depth.
Synchronize Compliance Data (bulk)
When you'd do this. You want to refresh NIPR compliance data for several agencies at once, for example after a quarterly audit or a batch of newly added agencies.
Tick the agencies you want to sync. Each must have an NPN on file and an active subscription.
Click Actions, then Synchronize Compliance Data.
The first modal explains what compliance data synchronization does. Click Continue.
The second modal confirms you will be charged per entity according to your contract. Its button reads Synchronize 1 agency or Synchronize N agencies depending on the selection size. Click it to start the sync.
Each row's Compliance Data Synchronization badge updates as the sync moves through Queued, Processing, and Success (or Error).
Note: If your selection exceeds the per-operation cap, Turris queues as many as it can and shows a "Partial sync started" message telling you how many were queued and how many remain. Repeat the action to process the rest.
Warning: The two-step confirmation is intentional. Synchronize Compliance Data is a billable action; clicking through both modals confirms you accept the per-entity charges for the entire selection.
Row Actions
Each row's three-dot Actions menu surfaces the per-row operations. Available items depend on the agency's onboarding state, deletion state, and sync status, and require the matching permission on Agency.
Action | When it appears |
View | Always. Opens the agency's detail page. |
Update | Always (with Update permission on Agency). Opens the Update Agency Information slide-over to edit the producer code, agency (legal) name, DBA (Doing Business As), and branch name. The legal name is locked when an NPN is assigned or the agency is a customer. |
Resend Invitation | Invited agencies still mid-onboarding that have not yet reached the contract-signing step. |
Resend Signature Request | Invited agencies whose current onboarding step is contract signing. |
Restart Contract Signing | Invited agencies whose onboarding is complete (contract already signed). Opens a slide-over that resets the agency to the contract-signing step. |
Change Contract | Invited agencies still mid-onboarding. Opens a slide-over to swap the contract template they are being asked to sign. |
Invite | Non-deleted agencies that have not yet been invited to onboard. Opens the invite slide-over (review the producer agreement, onboarding settings, and NPN requirement before sending) when the agency already has a contact email; otherwise prompts you to add a contact on the Contacts tab first. |
NPN & Name Settings | Non-deleted agencies. Opens the NPN & Name Settings slide-over to set or change the NPN requirement, the NPN value, and the legal name. |
Change Parent | Non-deleted agencies. Opens the same Change Parent slide-over as the bulk action, pre-targeting just this row. |
Pause Subscription | Non-deleted agencies with a successful NIPR sync and an active PDB-alerts subscription. Pauses ongoing PDB change monitoring; the badge becomes Paused. |
Restore Subscription | Non-deleted agencies whose PDB-alerts subscription is paused. Deletes the existing compliance data and triggers a full resync from NIPR. |
Delete | Non-deleted agencies that have no non-deleted branches and are not mid-sync. Soft-deletes the agency and its agents. |
Restore | Soft-deleted agencies, visible when the Status filter is set to Deleted. Restores the agency; if it was previously synced, compliance data sync is re-triggered. |
Warning: Delete is a soft-delete. The agency and its agents are flagged deleted but their data is preserved. They reappear when you flip the Status filter to Deleted, where you can restore them. To hard-delete an agency (purge all data), contact support; this is not available from the UI.
Visual Indicators
Compliance Data Synchronization status
The badge in the Compliance Data Synchronization column reflects the agency's NIPR sync state.
Color | Label | Meaning | What to do about it |
Neutral | Not Started | Sync has not been triggered for this agency. When the agency is eligible (onboarding has started, an NPN is on file, not deleted), a green sync icon appears next to the badge. | Click the green sync icon to retrieve compliance data, or leave it if the agency is not yet ready. |
Primary (info) | Queued | The sync request is queued. | Wait. The row updates automatically. |
Yellow | Processing | The sync is running. | Wait. The row updates automatically when the sync completes. |
Green | Success | The most recent sync completed cleanly. | No action required. Re-sync from the row Actions or the bulk action if you need a fresh refresh. |
Red | Error | The sync failed (either a NIPR error or a processing error). A popover next to the badge shows the underlying message. | Open the popover, fix the cause (often a bad NPN), then re-sync. |
Neutral | No Data | NIPR returned no records for the NPN on file. A popover next to the badge shows the NIPR message. | Verify the NPN via NPN & Name Settings, correct it if wrong, then re-sync. |
Neutral | Not Applicable | NIPR cannot return data for this subscription. | Usually no action; confirm the NPN is correct if you expected data. |
Yellow | Paused | PDB-alerts monitoring has been paused; live change monitoring is off. | Click Restore Subscription in the row's Actions menu to resume monitoring. |
Neutral | N/A | The agency has no NPN, so NIPR sync is not available. A popover explains this. | Add an NPN via NPN & Name Settings if the agency has one; otherwise leave as is. |
Onboarding progress
Color | Label | Meaning | What to do about it |
Primary (progress bar) | Current step name shown below the bar (for invited agencies whose contract is not yet signed) | The agency is mid-flow. The bar shows the current step out of the total required, and a copy icon copies a direct sign-in URL for the invitee. | Resend the invitation or send the copied URL directly if the agency is stuck. |
Green | Completed | Every required onboarding step is done. | No action. |
Yellow | Partially Completed | Required data is still missing (for example, an outstanding document or an unanswered custom question). | Open the detail page and complete the missing data, or follow up with the agency. |
Contract Signed and Invited to Onboard
Icon | Color | Meaning |
Check circle | Green | Contract Signed: the producer agreement has been signed. Invited to Onboard: the agency has been invited to complete onboarding. |
X circle | Neutral | The condition is not met (contract not signed, or agency not invited). |
Frequently Asked Questions
What is the difference between Invite, Add, and Bulk-Add? Invite sends the agency an email (or gives you a shareable URL) so they complete onboarding themselves, including signing the producer agreement. Add creates the record yourself when you already have the information; no email goes out unless you turn on Invite Agency to Onboard?. Bulk-Add is the AI-assisted wizard for importing many existing agencies from a spreadsheet in one pass.
How do I see branches under a parent agency? Click the expand caret on the parent row to show or hide its branches. Filters, search, and bulk actions all work at the branch level too.
Why does an agency show "N/A" for Compliance Data Synchronization? The agency has no NPN on file, so NIPR sync is not available. Open the row's Actions menu, click NPN & Name Settings, and add the NPN if you have one. If the agency genuinely has no NPN, leaving the NPN requirement off keeps the badge at N/A.
How do I change an agency's NPN or legal name? Open the row's Actions menu and choose NPN & Name Settings. That slide-over is where you set or change the NPN requirement, the NPN value, and the legal name. The Update action edits the producer code, agency name, DBA, and branch name only.
What happens when I delete an agency? Delete is a soft-delete. The agency and all of its associated agents are flagged as deleted but their data is preserved. They are hidden from the default Active view and reappear when you flip the Status filter to Deleted, where you can restore them at any time.
Why can't I delete a specific agency? Delete is disabled when the agency has non-deleted branches or while its compliance data is in Queued or Processing state. Move or delete the branches first, or wait for the sync to finish.
Will I be charged for synchronizing compliance data? Yes. Each entity sync is billed per your contract. The second confirmation modal makes this explicit before the sync starts.
How does the "Select all N matching filters" link work? When you select every row on the current page and more rows match the active filters on other pages, clicking the link extends your selection to every matching agency across all pages. Bulk actions then act on the full filtered set. There is a per-operation cap of 1,000 agencies; if your filters match more, refine them and try again.
How do I move a branch to a different parent or promote it to top-level? Use Change Parent, either from a row's Actions menu for a single agency or from the Actions dropdown in the filter bar for several at once. Pick No parent, make Top-level in the parent picker to promote a selection to the top of the tree.
Best Practices
Lead with Invite when you do not yet have all the agency's data. Invitations let the agency provide their own information and sign their own contract, which means less manual entry for your team and fewer corrections to chase later.
Use Bulk-Add to onboard an existing book. The AI wizard handles inconsistent spreadsheet formats, validates against NIPR, and lets you choose Create, Update, or Skip per row before anything is committed. It is far faster than adding agencies one at a time.
Filter by Sync Status when triaging compliance failures. Switch the Sync Status filter to Error to surface every agency whose NIPR sync failed; work the list end to end before moving on.
Search by NPN or FEIN when you have one. ID searches are fast and unambiguous; name searches are fine but can return multiple hits for branches that share a legal-name prefix.
Use Change Parent rather than delete-and-re-add. Re-parenting preserves the agency's onboarding history, compliance data, contracts, and license records. Deleting and recreating loses all of it.
Audit the Deleted view on a recurring cadence. Flip the Status filter to Deleted once a month, scan for anything removed in error, and restore those rows from the Actions menu.
Watch onboarding progress for stuck invitations. A progress bar that has not moved in days usually means the contact never opened the invitation. Resend the invitation or share the copied sign-in URL directly from the progress bar.
Pause PDB alerts for agencies you are not actively monitoring. Pause Subscription keeps an agency's historical data on file without paying for live change monitoring; Restore Subscription deletes the existing data and runs a full resync when you bring it back online.
Related Pages
Agency Overview - the landing tab for a single agency, summarizing who they are, onboarding status, license and appointment coverage, and the agent roster.
Agency Tab (Agency Detail) - the profile view of an agency's identifying details, contact information, addresses, and resident-state licensing.
Agency Detail: Agents Tab - every licensed agent associated with the agency, with sync status, add/update/delete, and per-agent NIPR sync.
Agency Agreements - every contract you have in place with an agency, including the producer agreement and any supporting contracts.
AML/OFAC Watchlist Screening - one-time or continuous screening of an agency against AML, sanctions, and watchlist databases.
Agency Contacts - the people associated with an agency, including the primary contact and the contract signatory.
Agency Documents - the repository for every supporting document collected during onboarding (E&O, Cyber, Crime & Fidelity, W9, and other files), with auto-extracted metadata.
Agency Licenses - the per-product, state-by-state license compliance dashboard for one agency.
Agency Notes - shared, auto-saving rich-text notes for free-form context about an agency.
Agency NIPR Addresses - every address NIPR has on file for the agency, broken down by state and address type.
Agency NIPR Contacts - the contact information NIPR has on file for the agency (email, phone, fax), broken down by state.
Agency Detail: NIPR Continuing Education Tab - CE compliance status, renewal deadlines, and outstanding credit requirements for the agency's agents.
Payment Details - the bank account information used to remit commission payments to the agency.
Agency Detail: PDB Report Tab - the producer-database compliance summary assembled from the most recent NIPR data sync.
Agency Detail: E&O/Cyber Policies Tab - every E&O, Cyber, and Crime & Fidelity policy assigned to the agency.
Agency Product and State Selection - the matrix of products and states for which the agency is requesting authority.
Agency Detail: Question Responses Tab - the read-only view of how the agency answered your custom onboarding questions.
Requested Authority - per-product map of states each product has been requested in, side-by-side with where the agency is already authorized.
Regulatory Actions - every regulatory action levied against the agency itself and against any of its agents.
Agency Appointments: Agency Tab - the state-by-state appointments map at the firm level, where you request, terminate, or cancel agency-level appointments.
Agent Appointments by State - the per-agent, state-by-state appointments map for every licensed agent on the agency.
Agency Authority: Agency Tab - where the agency is licensed and authorized to sell each product, with grant/revoke and bulk-authorize controls.
Agency Authority: Agents Tab - state-level authorization for every licensed agent assigned to the agency.
Need Help?
If you have questions about the Agencies page or encounter any issues, contact our support team at support@turris.com.