Overview
The Agents tab on an agency's detail page is the licensed-producer roster for that agency. From this one screen you keep the list current as agents join or leave, pull each agent's official NIPR compliance record on demand, fix bad emails or NPNs, and drop into any agent's compliance dashboard to confirm they're licensed and appointed in the right states.
What is the Agents Tab?
The Agents tab is where you maintain the producer roster for one of your associated agencies and run the NIPR-backed compliance data sync that turns each row into a fully populated compliance record.
Who uses it. Licensing managers and compliance teams at carriers and MGAs (the upstream entity) use this tab to manage producer rosters and onboarding for the agencies they distribute through.
From here you can:
See every agent the agency has on its roster, including their NPN, the date they were added, and their current compliance data sync status
Add an agent one at a time using their NPN, a state license lookup, or just their name
Bulk-import a CSV or Excel file of agents during onboarding or after a roster change
Trigger NIPR compliance data synchronization for a single agent, or for every "Not Started" agent in one click
Open an agent's compliance dashboard to inspect licenses, appointments, and continuing education
Update an agent's NPN, name, or email (changing the NPN re-resolves the agent against NIPR and re-syncs their data)
Soft-delete an agent who left the agency, and restore them later if they come back
Spot agents whose email has bounced or whose ongoing compliance data sync has been paused
Accessing the Agents Tab
Open Left sidebar → Agencies. The list of associated agencies loads.
Click any row to open that agency's detail page.
Click the Agents tab in the tab bar at the top of the detail page.
The agency's legal name appears as the page title.
What's visible on the page
The tab body is a single table. Above the table, a Filter badge group sits on the left, and the Synchronize All and Add buttons sit on the right.
Column | Description |
Agent | An avatar circle with the agent's initials, the agent's full name (first + middle + last), and their email address. If the email has been flagged as undeliverable, a red triangle alert icon appears next to it; hover for a popover that reads "This email address may be undeliverable. Please verify the email is correct or update it." |
NPN | The agent's National Producer Number, shown as a one-click copy-to-clipboard chip. A dash ( |
Created | The date the agent was added to the agency, formatted as |
Compliance Data Synchronization | A status badge (see "Compliance Data Synchronization Status" below). When the status is Not Started, a green cloud-download button appears next to the badge so you can sync just that agent. When the status is Error or No Data, a question-mark icon next to the badge reveals NIPR's underlying message. A red triangle alert appears when the agent's ongoing compliance data synchronization has been paused. |
Actions | A three-dot popover menu with Update, Delete, and Restore entries (only the actions you have permission for appear). |
Tip: Click anywhere on a row to open that agent's compliance dashboard. A row is only clickable once its Compliance Data Synchronization status is Success. Until then the row is dimmed, and clicking it shows an informational alert ("Missing Compliance Data") with a link back to the Agents tab so you can start the sync.
Adding Agents
When you'd do this. The agency has hired a new producer, you're onboarding a brand-new agency, or you need to bulk-load an existing roster you received from the agency owner.
Click the Add button in the top-right of the tab. The dropdown shows two options:
Add Agent — add one agent via a slide-over form
Import Agents — bulk-upload agents from a CSV or Excel file
Add Agent (single)
Click Add, then click Add Agent.
The Add Licensed Agent slide-over opens. Fill in the fields:
Field | Required | Description |
Find agent by | Yes | A toggle that controls how the agent is looked up: NPN (the default) or License number. |
Agent NPN | Required when Find agent by = NPN | The agent's National Producer Number. Example: |
License State + License Number | Required when Find agent by = License number | Pick the US state from the dropdown, then enter the license number on file in that state. Example: |
Optional | The agent's email address. Example: | |
First Name | Yes | Auto-populated when the NPN or license lookup succeeds. Editable manually if you don't provide an NPN. |
Middle Name | Optional | Auto-populated when the NPN or license lookup succeeds. |
Last Name | Yes | Auto-populated when the NPN or license lookup succeeds. Editable manually if you don't provide an NPN. |
Click Add at the bottom of the slide-over. The button enables once the form is valid.
Note: You can add an agent without an NPN — first and last name are enough. Compliance data synchronization will not be available for that agent (its status shows Not Applicable) until you add an NPN later through Update.
Import Agents (bulk)
Click Add, then click Import Agents. The bulk upload workspace opens in a portal titled Upload Agents.
Upload a CSV or Excel file. The accepted columns are:
Column | Required | Description |
Agent NPN | Optional | The agent's National Producer Number. When provided, the name fields are auto-populated, and the NPN must be unique within the file. |
License State Code | Optional | Two-character state code, used together with License Number to look up an agent who has no NPN. A successful lookup populates NPN and name, then clears the state code and license number columns. |
License Number | Optional | The license number, used together with License State Code. |
Optional | The agent's email address. | |
First Name | Yes | First name of the agent. Auto-populated when an NPN or license is provided, or enter it manually. |
Middle Name | Optional | Middle name of the agent. Auto-populated when an NPN or license is provided. |
Last Name | Yes | Last name of the agent. Auto-populated when an NPN or license is provided, or enter it manually. |
The workspace validates the file in your browser. Resolve any errors flagged on individual rows, then submit. Each row becomes an agent on the agency.
Tip: An NPN, a state-code-plus-license-number pair, or a manually entered first and last name is enough to add an agent. You can mix all three methods within one upload.
Synchronizing Compliance Data
When you'd do this. You just added an agent (or a batch of agents) and need to pull their license, appointment, continuing education, and contact data from NIPR so you can review compliance, run authority checks, and start state appointments.
Each compliance data synchronization is billed to your organization according to your contract terms. The Agents tab offers two ways to start a sync.
Sync one agent
For any row whose Compliance Data Synchronization status is Not Started, click the green cloud-download button (tooltip: "Start Data Synchronisation") next to the status badge. A confirmation modal titled Data Synchronisation explains:
Data synchronization charges apply in accordance with your contractual terms.
Data synchronization retrieves all of the agent's license and appointment data. This process may take a minute to complete. Once processed successfully, you can inspect the agent's compliance with your product and state-specific requirements.
Click Synchronize to confirm. The agent's status moves to Queued, then Processing, and finally Success once NIPR responds.
Sync every "Not Started" agent in one click
Click Synchronize All above the table. The button only enables when at least one agent on the table is in Not Started status.
The first Data Synchronisation modal appears (same wording as above). Click Synchronize.
A second confirmation modal — Compliance Data Synchronization — appears with the message "You will be charged for each agent compliance data synchronization according to your contractual terms." Click Synchronize All to confirm.
Every agent currently in Not Started status begins syncing. Agents in any other status (Queued, Processing, Success, Error, No Data, Not Applicable) are skipped.
Warning: Synchronize All charges your organization for every agent it triggers. Use it when you've finished loading a batch of agents and are ready to bring them all online — not for one-off troubleshooting on a single agent.
Updating an Agent
When you'd do this. The agent has a typo in their name, you received the correct email after onboarding, or you finally have an NPN for an agent you previously added by name only.
On the agent's row, click the three-dot Actions menu and choose Update.
The Update Agent slide-over opens. The subtitle reads "Update agent details for [agent full name]."
Edit any of the fields:
Field | Required | Description |
Find agent by | — | A toggle (NPN or License number) that controls how a new lookup is performed. Use it when you're adding or correcting the NPN. |
Agent NPN | Optional | Always editable. Changing it re-runs the NIPR lookup, auto-fills the name fields, and re-syncs the agent's compliance data after you confirm. |
First Name | Yes | Auto-populated when an NPN or license lookup succeeds. Read-only while it's showing the current synced value; editable when no NPN is on file. |
Middle Name | Optional | Same behavior as First Name. |
Last Name | Yes | Same behavior as First Name. |
Optional | The agent's email address. Example: |
Click Update to save. The button only enables once you've changed at least one field and the form passes validation.
If you changed the NPN, a confirmation modal titled Change Agent NPN appears: "Changing the NPN will re-sync agent's compliance data. Continue?" Click Change NPN to proceed, or Cancel to keep the original NPN. Pure name or email edits save without this prompt.
Note: The name fields are read-only while they display the agent's synced NIPR values, so you can't accidentally overwrite the official record. To change the name, change the NPN (which re-resolves the agent against NIPR), or clear the NPN to enter a name manually.
Deleting and Restoring Agents
Delete an agent
On the agent's row, click the Actions menu and choose Delete.
A warning modal titled Warning: Soft Delete Operation appears: "This operation will soft-delete the agent. The agent will be marked as deleted but its data will be preserved in the system."
Click Delete to confirm, or Cancel to abort.
The agent disappears from the Active view but remains in the system. Switch the filter to Deleted to see them.
Restore a deleted agent
Switch the filter at the top of the table to Deleted.
On the agent's row, open the Actions menu and choose Restore.
A warning modal titled Restore Agency appears:
If the agent had previously completed compliance data sync: "Are you sure you want to restore this agent? All the compliance data synchronization will be retriggered."
Otherwise: "Are you sure you want to restore this agent?"
Click Restore to confirm.
Tip: Restoring a previously synced agent automatically re-triggers compliance data sync so their data is current the moment they're brought back, which incurs another sync charge.
Filtering and Searching
A Filter badge group sits above the table. Click the question-mark icon next to the Filter label for the tooltip "You can filter agents by status. Multiple statuses can be selected all at once."
Filter | Type | Purpose | Example use |
Active | Badge toggle | Show agents currently on the agency's roster. Selected by default. | Day-to-day roster management. |
Deleted | Badge toggle | Show agents who have been soft-deleted from the agency. | Restoring an agent who returned, or auditing recent removals. |
Both badges can be active at the same time to see active and deleted agents side by side.
The column headers double as sort controls — click Agent, NPN, Created, or Compliance Data Synchronization to sort by that column. The table also honors a global search that matches against the agent's name, email, and NPN.
Compliance Data Synchronization Status
Each row's status badge maps NIPR's underlying state to a color and label. The "what to do" column is your next step when you see that status.
Color | Label | Meaning | What to do about it |
Gray | Not Started | The agent has an NPN but no sync has been triggered yet. | Click the green cloud-download button on the row to sync just this agent, or use Synchronize All to start every "Not Started" agent on the page. |
Blue (primary) | Queued | The sync request has been accepted and is waiting in the processing queue. | Nothing — wait a moment. The status moves to Processing automatically. |
Yellow | Processing | The sync is running against NIPR. | Wait. Typical NIPR turnaround is under a minute. |
Green | Success | Compliance data has been retrieved. The row is now clickable. | Click the row to open the agent's compliance dashboard. |
Red | Error | NIPR returned an error, or our system failed to process the response. | Click the question-mark icon next to the badge to read NIPR's message. Most errors come from an incorrect NPN or a transient NIPR outage — verify the NPN via Update and retry. |
Gray | No Data | NIPR responded but reported that no compliance data exists for this NPN. | Click the question-mark icon to read the message, then verify the NPN is correct. If you're sure it is, contact support. |
Gray | Not Applicable | The agent has no NPN on file, so NIPR sync can't run. | Use Update to add an NPN, then trigger sync. |
A red triangle alert next to the status badge means the agent's ongoing compliance data synchronization has been paused (hover reads "Compliance data synchronization paused"). Automatic compliance updates for that agent have stopped. Contact support if you need help resuming them.
Frequently Asked Questions
Why is the row dimmed and not clickable? Rows are only clickable once the agent's Compliance Data Synchronization status is Success. Until then, clicking the row shows an informational alert ("Missing Compliance Data") that links back to the Agents tab so you can start the sync.
Can I change an agent's NPN after syncing? Yes. The NPN is always editable in the Update slide-over. When you change it, Turris confirms with a Change Agent NPN prompt, re-resolves the agent against NIPR, and re-syncs their compliance data so the record points at the correct producer.
What's the difference between Delete and Restore? Delete soft-deletes the agent for this agency — they leave the Active filter but their record is preserved. Restore brings them back to the active roster. If the agent had previously completed compliance data sync, restoring also re-triggers the sync so their data is fresh the day they return.
Why is there a red triangle next to an email address? That alert means the email has been flagged as undeliverable. Open Update on that agent and either correct the address or clear it.
Why is there a red triangle next to the status badge? That alert means the agent's ongoing compliance data synchronization has been paused, so automatic NIPR updates for that agent have stopped. Contact support if you need help resuming them.
How am I charged for compliance data synchronization? Each sync is billed under your contract terms. Both the Synchronize and Synchronize All flows display this before the action runs.
Can I add an agent without an NPN? Yes — first and last name are enough. Compliance data sync will be unavailable for that agent (its status shows Not Applicable) until you add an NPN through Update.
What if an agent's NPN matches another producer already in Turris? Changing an agent's NPN to one that already belongs to an existing producer record re-points the association to that record rather than creating a duplicate, so the agent's history stays intact.
Best Practices
Capture NPNs at the moment of onboarding. The NPN unlocks compliance data sync, the agent compliance dashboard, and downstream license validation — every workflow downstream of this tab assumes an NPN exists.
Use Import Agents for batches of five or more. The bulk-upload workspace validates every row before any record is created, so you fix errors once instead of debugging them one agent at a time.
Run Synchronize All after onboarding a cohort. A single click queues every "Not Started" agent at once; you get one bulk run to watch instead of many individual ones.
Resolve undeliverable-email warnings promptly. A bad email blocks transactional emails to the agent and can stall onboarding and appointment requests.
Investigate paused syncs. A paused subscription means NIPR is no longer pushing compliance updates for that agent. Reach out to support to resume it and keep their record current.
Read the error popover before retrying a failed sync. The question-mark popover shows NIPR's actual message — most failures come from an incorrect NPN, which you can fix in Update before re-syncing.
Related Pages
Agencies — the list of every agency associated with your organization.
Agency Overview — landing summary for the agency, including onboarding progress, agreement status, and license/appointment coverage.
Agency Tab — core profile, identifiers, addresses, and resident-state licensing for the agency.
Agency Contacts — primary contacts, signatories, and onboarding email recipients.
Agency Documents — E&O, Cyber, Crime & Fidelity, W9, and other documents collected during onboarding.
Agency Agreements — Producer Agreement and other contracts in place with the agency.
AML/OFAC Watchlist Screening — one-time and continuous sanctions and watchlist screening.
Agency Notes — auto-saving rich-text notebook for free-form context on the agency.
Payment Details — bank account information for commission remittance.
Question Responses — the agency's answers to your custom onboarding questions.
Product and State Selection — which products and states the agency is requesting authority for.
Requested Authority — interactive per-product matrix of requested vs. authorized states.
NIPR Addresses — addresses NIPR has on file for the agency, by state and type.
NIPR Contacts — email, phone, and fax NIPR has on file for the agency, by state.
NIPR Continuing Education — CE compliance status, deadlines, and credit requirements for the agency's agents.
PDB Report — consolidated Producer-Database-style summary assembled from the latest NIPR sync.
Agency Licenses — per-product, state-by-state license and appointment compliance dashboard.
E&O/Cyber Policies — every E&O, Cyber, and Crime & Fidelity policy assigned to the agency.
Regulatory Actions — disciplinary actions against the agency and its agents.
Agency Appointments — Agency Tab — state-by-state appointment management at the agency level.
Agent Appointments by State — per-agent, state-by-state appointments map.
Agency Authority — Agency Tab — grant or revoke state-level selling authority for a specific product at the agency level.
Agency Authority — Agents Tab — review and manage state-level authorization for each licensed agent on the agency.
Need Help?
If you have questions about the Agents tab or encounter any issues, contact our support team at support@turris.com.