Overview

The Agents tab on an agency's Appointments page is where MGA and carrier teams manage carrier appointments for each individual producer at an agency, state by state and product by product. Expand an agent to reveal an interactive US map, then request, terminate, or cancel appointment requests for that agent directly from the per-state tooltip.

What is the Agents Appointments View?

This view turns appointment management for an agency's producers into a single, state-by-state, product-by-product picture. For every agent linked to the agency you can expand a row to see a US map that combines product availability, license status, authority, and appointment status, then drive the appointment lifecycle one state at a time.

Who uses it. Licensing managers and compliance specialists at MGAs and carriers who keep the producers in their distribution network properly appointed. Typical work: clearing a "not appointed" backlog before a renewal cycle, requesting first-time appointments after onboarding new agents, or terminating appointments when a producer leaves a relationship.

What you can do here:

See every agent linked to the agency in one collapsible list, with each agent's full name and NPN visible without expanding the row.
Pick a product and watch the US map color every state by that agent's appointment posture for the product.
Confirm which carrier the selected product belongs to from a Carrier: badge, so you never act against the wrong carrier's data.
Hover or click any state to read Product Sold, License Status, Appointment Required, Appointment Status, Authority Status, and (when a request is in flight) Request Status in one tooltip.
Submit Request Appointment when the agent is eligible in a state but not yet appointed.
Reverse a pending action with Cancel Appointment Request, Cancel Renewal Request, or Cancel Termination Request before it finalizes.
End an active appointment with Terminate when the agent should no longer be appointed in that state for that product.
Read a four-card count beneath the map to see, for the selected product, how many states are Not Available, Not Appointed / Not Requested, Not Appointed / Requested, or Appointed.

Accessing the Agents Appointments View

Open Left sidebar → Agencies. The agency list loads.
Click the row for the agency whose producers you want to manage. The agency detail page opens on the Overview tab.
In the agency's view navigation, click Appointments to open the appointments workspace.
Two tabs sit at the top of the workspace: Agency and Agents. Click Agents.

What's visible on the page:

Element	What it shows
Agent accordion	One collapsible row per agent linked to the agency. The header shows the agent's full name and, when present, NPN: <number>.
Data Synchronization Required message	Appears inside an expanded row when the agent's NIPR compliance data has not finished syncing. The map is suppressed until sync completes.
Product: dropdown	Above the map. Lists your organization's products; the first product is auto-selected the first time you expand an agent.
Carrier: badge	A small informational badge beside the product dropdown showing the carrier that owns the selected product.
Agent Appointments by State heading	Labels the US map.
US map	All 50 states plus Puerto Rico, Virgin Islands, Guam, and the District of Columbia. Each state is colored by the agent's appointment status for the selected product.
Map summary	A four-card row beneath the map counting states by bucket: Not Available, Not Appointed / Not Requested, Not Appointed / Requested, and Appointed.

To drill into an agent's per-state detail, click anywhere on the agent's accordion header to expand the row. Only one agent expands at a time; clicking the header again collapses it.

Note: If an agent's row shows a Data Synchronization Required banner instead of a map, the agent's NIPR data has not finished syncing. Trigger the sync from the agency's Agents tab; once it completes, expand the row again and the map renders automatically.

Reviewing an Agent's Appointment Posture

When you'd do this. You are auditing where an agent is appointed before a renewal cycle, onboarding a new agent and need to see remaining gaps, or responding to a carrier question about a producer's standing.

Locate the agent in the accordion. The header shows the agent's name and NPN.
Click the row to expand it. The first expansion auto-selects the first product in the Product: dropdown and loads the map for that product.
To switch products, open the Product: dropdown above the map and choose another product. The map, summary, and tooltip refresh.
Read the Carrier: badge beside the dropdown to confirm which carrier the appointment data belongs to.
Hover or click any state. The tooltip opens with the agent's current posture in that state for the selected product:
- Product Sold - Yes or No
- License Status - Licensed or Not Licensed
- Appointment Required - Yes or No
- Appointment Status - Appointed or Not Appointed
- Authority Status - authorized or unauthorized
- Request Status - shown only when a change request is pending or in flight

Tip: Check the Carrier: badge before you act. The same product name can belong to more than one carrier, and the action buttons in the tooltip submit against the carrier shown in the badge.

Requesting a New Appointment

When you'd do this. The agent is licensed and authorized in a state where you sell the product but is not yet appointed there, and you want the appointment opened with the carrier.

Expand the agent in the accordion and select the product from the Product: dropdown.
Click a state colored red on the map. The tooltip opens.
Confirm the badges: Appointment Status reads Not Appointed and Request Status reads Not Requested.
Click Request Appointment at the bottom of the tooltip. The request is submitted, you see a "Appointment requested successfully" confirmation, and the state turns yellow to reflect the pending request.

Note: If Request Appointment is disabled, hover the button to read the exact reason. Common messages: "Product is not sold in this state", "License is required to request appointment", "Appointment is not required for this state", "Already appointed in this state", "Appointment request already in progress", or "Authority authorization required to request appointment". Resolve the named blocker before retrying.

Cancelling a Pending Appointment, Renewal, or Termination

When you'd do this. You submitted the wrong request, the underlying licensing or authority is not yet in place, or the appointment is no longer needed before it has finalized.

Click a state colored yellow on the map. The tooltip opens with Request Status showing a pending value.
The tooltip exposes only the cancel button that matches the in-flight request:
- A pending appointment request shows Cancel Appointment Request.
- A pending renewal request shows Cancel Renewal Request.
- A pending termination request shows Cancel Termination Request.
Click the matching cancel button. The pending request is voided and the state color reverts to its underlying status.

Warning: Only the button matching the current request appears. To submit the opposite action (for example, terminating after a pending appointment request), cancel the current request first, wait for the state to revert, then submit the new action.

Terminating an Active Appointment

When you'd do this. The agent is currently appointed in a state for this product and the appointment should be ended (the producer has left the agency, the product is no longer offered, or the appointment is intentionally being closed).

Click a state colored green on the map.
In the tooltip, confirm Appointment Status reads Appointed and Request Status reads Not Requested.
Click Terminate. A termination request is submitted to the carrier and the state turns yellow to reflect the pending termination.

Tip: Use Cancel Termination Request in the same tooltip if you submit a termination by mistake. As long as the termination is still pending, cancelling restores the appointment without round-tripping through the carrier.

Filtering and Searching

This view has no search box or filter controls. Three interactions shape what you see:

Control	Type	Purpose	Example use
Accordion row expansion	Per-row toggle	Loads map data only for the agent you expand; one agent is open at a time.	Working through a large agency one producer at a time.
Product: dropdown	Single-select dropdown	Re-scopes the map, tooltip, and summary to one product (and the carrier behind it).	Reviewing a Travelers Auto renewal? Pick the Auto product to scope the map to that product's appointment data.
State click / hover	Per-state interaction	Opens the tooltip for one state at a time.	Drilling into California to see why the state is yellow.

Visual and Status Elements

Map state colors (per state, for the selected product).

Color	Meaning	What to do about it
Green	The agent is Appointed in this state for the selected product.	No action needed. Use Terminate in the tooltip if the appointment should be ended.
Yellow	A request is pending or submitted (appointment, renewal, or termination).	Open the tooltip to see which request is in flight. Use the matching Cancel ... button if it was a mistake.
Red	The agent is Not Appointed and no request is in flight.	Open the tooltip and click Request Appointment if the agent should be appointed there.
Gray	The state is not actionable: product not sold, agent not licensed, agent unauthorized, or appointment not required.	No action is available here. Resolve the underlying gap (licensing, authority, product assignment) elsewhere on the agency.

Map summary buckets (the four cards beneath the map, left to right, for the selected product).

Bucket	Color	Meaning	What to do about it
Not Available	Gray	The state is excluded because the product is not sold, the agent is not licensed, the agent is unauthorized, or no appointment is required.	Hover the ? icon on the card for the full list of conditions. Address the upstream cause if a state should be actionable.
Not Appointed / Not Requested	Red	The agent is not appointed and no request is pending in this many states.	Open each red state on the map and decide whether to request an appointment.
Not Appointed / Requested	Yellow	A pending request (appointment, renewal, or termination) covers this many states.	Monitor in-flight requests; cancel any submitted in error.
Appointed	Green	The agent is currently appointed in this many states.	Confirm the count against your records during renewal planning.

Tooltip status badges.

Badge	Reflects
Product Sold	Whether your organization sells the selected product in the state (Yes / No).
License Status	The agent's license posture in the state (Licensed / Not Licensed).
Appointment Required	Whether an appointment is required in the state for this product (Yes / No).
Appointment Status	The agent's current appointment status (Appointed / Not Appointed).
Authority Status	Whether the agent is authorized to be appointed for this product (authorized / unauthorized).
Request Status	The status of a pending change request - shown only when one exists.

Frequently Asked Questions

Why does an agent's row show "Data Synchronization Required" instead of a map?

The agent's NIPR compliance data has not finished syncing. Trigger the sync from the agency's Agents tab; once it completes, expand the row again and the map loads.

Why is the agent list empty?

No agents have been added to this agency. Add producers from the agency's Agents tab, then return to this view.

Why is the Product dropdown empty?

No products are configured for your organization. The dropdown lists your organization's product catalog, not the states or products the agency requested. Products are set up at the organization level; once one exists, it appears here with its carrier shown in the Carrier: badge.

Why does a state appear gray on the map?

At least one of these is true for that state: the product is not sold there, the agent is not licensed, the agent is unauthorized for this product, or an appointment is not required. Hover the ? icon on the Not Available summary card for the full list.

Why is no action button shown for a red state, or why is Request Appointment disabled?

An appointment can only be requested when the product is sold, the agent is licensed and authorized, an appointment is required, and no request is already in progress. Hover the disabled Request Appointment button to read the exact blocker, then review the License Status and Authority Status badges.

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

An appointment request opens a new appointment for the agent. A renewal extends an existing appointment past its expiration. A termination ends an active appointment. Each kind of pending request exposes its own cancel button in the tooltip; renewals are typically initiated outside this tab, but a pending one can be cancelled here.

Why does the map take a moment to update after I click an action?

Actions are submitted to the carrier's appointment workflow. The state color updates as soon as the request status is recorded, which can take a few seconds.

Best Practices

Clear the NIPR sync banner before working a row. A Data Synchronization Required message means the map is unavailable; sync the agent first and the rest of the workflow becomes trustworthy.
Confirm the Carrier badge before acting. The same product name can belong to multiple carriers, and every tooltip action submits against the carrier shown in the badge.
Work one product at a time. The map and summary refresh per product. Walking through products in turn keeps the bucket counts meaningful and prevents cross-product mistakes.
Read the tooltip badges before clicking. Appointment Status, Authority Status, and Request Status tell you which action is available and why; checking them first prevents conflicting requests.
Cancel before reversing. If you submitted an appointment request that should have been a termination (or vice versa), cancel the in-flight request first and let the state revert before submitting the opposite action.
Watch the Not Appointed / Not Requested count. When it is non-zero on a product you actively sell, walk every red state and decide whether to open an appointment request.

Agencies - The list of every downstream agency you distribute through; where you pick an agency to manage.
Agency Overview - The read-only landing summary for an agency: identity, onboarding progress, and compliance snapshot.
Agency Tab (Agency Detail) - View and edit an agency's core profile, contact details, addresses, and resident-state license.
Agency Detail: Agents Tab - The licensed-producer roster for the agency; add or remove agents and sync each agent's NIPR data.
Agency Contacts - Every person you work with at the agency, including signatories and onboarding contacts.
Agency Agreements - Store, sign, and replace the Producer Agreement and supporting contracts.
AML/OFAC Watchlist Screening - Screen the agency against AML, sanctions, and watchlist databases.
Agency Documents - E&O, Cyber, Crime & Fidelity, W9, and other supporting documents for the agency.
Agency Licenses - Per-product, state-by-state license and appointment compliance dashboard for the agency.
Agency NIPR Addresses - Every address NIPR has on file for the agency, by state and address type.
Agency NIPR Contacts - Business email, phone, and fax NIPR has on file for the agency, by state.
Agency Detail: NIPR Continuing Education Tab - CE completion status for the agency's producers ahead of renewal.
Agency Notes - Shared, auto-saving rich-text notebook for free-form context about the agency.
Payment Details - The bank account commissions are remitted to for the agency.
Agency Detail: PDB Report Tab - A Producer Database style compliance summary for the agency.
Agency Detail: E&O/Cyber Policies Tab - Confirm the agency's professional liability, cyber, and crime coverage is in force.
Agency Product+and+State+Selection - Choose which of your products and which states the agency is requesting authority for.
Agency Detail: Question Responses Tab - How the agency answered your custom onboarding questions.
Regulatory Actions - Disciplinary and enforcement actions filed against the agency and its agents.
Requested Authority - Per-product record of states an agency was promised authority in, compared with where it is appointed.
Agency Appointments: Agency Tab - The firm-level appointments map, parallel to this view but scoped to the agency rather than each agent.
Agency Authority: Agency Tab - Grant, revoke, and audit the agency's state-level authority to sell each product.
Agency Authority: Agents Tab - Grant or revoke each producer's per-product authority by state.