The Agency tab on an agency's Appointments page is the state-by-state command center for managing carrier appointments at the firm (agency) level. From one interactive US map you can see where the agency is appointed, where requests are in flight, and where you still need to act, then request, terminate, or cancel appointments without leaving the map.

The Agency Appointments tab shows the appointment posture of a single agency for a single product at a time, pulling licensing, authority, and appointment data into one US map. It exists so the team responsible for a carrier's appointment book can see exactly which states are ready for activity and act on each one in place.

Who uses it. Licensing and compliance operators at MGAs and carriers who own the appointment lifecycle for the agencies they distribute through. They work in this tab when onboarding a new agency, when adding a product line for an already-onboarded agency, when an appointment is approaching renewal, or when an agency is being wound down.

Outcome-shaped capabilities:

Left sidebar → Agencies → click any agency row → Appointments (in the view selector at the top of the agency record) → Agency tab.

The Appointments page opens with two tabs at the top: Agency and Agents. The Agency tab is the view described here; it is selected by default.

Note: The Appointments page is part of the Appointment Management premium feature. If your organization does not have it enabled, the page shows an upgrade prompt instead of the map. If your organization is not yet a paying customer, a Become a Customer prompt is shown instead.

If the agency has not yet completed a successful NIPR data sync, the Agency tab is replaced with a Data Synchronization Required message ("Please synchronize this agency's compliance data") and the map is hidden. Run the NIPR sync from the agency record first; the map appears once the data subscription status is success.

To drill into a state, click the state on the map. The tooltip opens with the state's data and any action buttons that apply to its current status. Click the same state again, or click anywhere outside it, to close the tooltip.

When you'd do this. The agency just added a product, expanded into a new state, or you spotted an unappointed state on the map that has every prerequisite in place (licensed, authorized, product sold, appointment required). Use this flow to send the appointment request to the carrier's workflow without leaving the map.

A success alert ("Appointment requested successfully") confirms the request and the state color changes to yellow on the map. The tooltip's Request Status row now displays the pending request.

Tip: If Request Appointment is greyed out, hover the button to read the exact reason as a tooltip. Common blockers and their messages are listed under Why a button is disabled.

When you'd do this. A pending appointment request was submitted in error, the carrier asked you to hold off, or the agency's status changed before the request went through. Cancelling removes the in-flight request so the state returns to its prior status and is free for a new request.

A success alert ("Appointment request cancelled successfully") confirms the cancellation and the state's color updates on the map.

When you'd do this. The agency has a pending renewal request that should not go through, for example because the agency is winding down the line of business or moving the appointment to a different carrier entity. Cancelling the renewal stops it before it is processed.

A success alert ("Renewal request cancelled successfully") confirms the cancellation and the state's color updates on the map.

Note: Renewal requests are created elsewhere (from the Appointments section in the main left-hand navigation, where renewals approaching expiration are surfaced). This tab lets you cancel a pending renewal, but it does not start one.

When you'd do this. The agency should no longer be appointed in a state for the selected product, for example because the relationship is ending, the agency exited the line of business, or there has been a compliance issue. Terminate sends a termination request through the same workflow as appointment requests, and also revokes the agency's authority for that product and state.

A success alert ("Appointment terminated successfully") confirms the termination request has been queued. The state color changes to yellow while the request is in flight, and back to red once the termination is processed by the carrier.

Warning: Terminations are state-and-product-specific and are not easily reversed once the carrier has processed them. Terminating also marks the agency as unauthorized for that product and state. Double-check the selected product before clicking Terminate.

When you'd do this. A termination request was submitted in error or the agency's situation changed before the carrier processed the termination, and you want to keep the appointment active.

A success alert ("Termination cancelled successfully") confirms the cancellation and the state's color returns to green once the cancellation is processed.

The map does not provide a search box or text filters. The single filter control above the map is the Product dropdown, which scopes every state on the page to one product at a time.

When the selected product is tied to a single carrier, a Carrier: info pill appears below the dropdown so you can confirm which carrier's appointment book you are looking at.

Map state colors - the shade of each state communicates the agency's appointment posture for the selected product.

Tooltip badges - each row in the tooltip uses a colored pill that tells you, at a glance, whether the value is healthy.

Map summary tiles - the four counters at the bottom of the page sum each state into one of four buckets for the selected product. Only states that are actionable (product sold, licensed, authorized, and appointment required) are counted in the right-hand three tiles; everything else lands in Not Available.

The Request Appointment button is the only action that can appear greyed out. When it is disabled, hovering it reveals the exact reason as a tooltip:

Why is the map replaced with a "Data Synchronization Required" message?

The agency has not yet completed a successful NIPR data sync. Open the agency record, run the NIPR sync, and return to this tab once the data subscription status is success. The map renders automatically once the data lands.

Why is the Appointments page hidden behind an upgrade prompt?

Appointment Management is a premium feature. If your organization is not yet on a plan that includes it, the page is replaced with an upgrade notification. Contact your account manager to enable it.

Why can I not request an appointment in a state where the agency is licensed?

Several prerequisites must all be true for Request Appointment to be available: the selected product must be sold in the state, the agency must hold the right license, the state must require an appointment for this product, the carrier must have authorized the agency, and no other request can be in flight. Hover the disabled button to read the specific blocker.

Why does a state look gray even though the agency holds a license there?

License status is only one of the four prerequisites that determine actionability. If the product is not sold in the state, the carrier has not authorized the agency, or the state does not require an appointment for this line of business, the state is rendered as Not Available in gray.

Why did the map turn yellow after I clicked Request Appointment?

Yellow indicates a change request is in flight. The state stays yellow until the carrier workflow finishes processing the request; it turns green once the appointment is approved, or red if the request fails or is cancelled.

What is the difference between an appointment request, a renewal request, and a termination request?

An appointment request creates a new appointment in a state. A renewal request extends an existing appointment that is approaching expiration. A termination request ends an active appointment. All three appear as yellow on the map while pending, but each is tracked separately and is cancelled with its own button in the tooltip.

Why does the Carrier banner not show a name for some products?

The Carrier: banner appears only when the selected product is tied to a single carrier. Products that are not associated with a specific carrier do not surface a banner.

Can I bulk-request appointments across many states or many agencies from this page?

No. The Agency tab is designed for state-by-state inspection and individual actions on a single agency. For bulk activity across many agencies, use the Appointments section in the main left-hand navigation, which exposes bulk workflows.

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