Overview

The Agency tab on an agency's Authority page is where you grant, revoke, and audit the agency's state-level permission to sell each of your products. From one interactive US map you can bulk-authorize every state the agency is already licensed in, toggle a single state on or off, and see at a glance how licensing, appointments, and authorization line up across the country.

What is the Agency Authority Tab?

The Agency Authority tab lets the team that manages your distribution decide, state by state and product by product, whether an associated agency is allowed to write business on your behalf, and reconcile that decision against the agency's actual license footprint from NIPR.

Who uses it. Licensing managers, compliance operators, and onboarding owners at carriers and MGAs. They open this tab when activating a newly onboarded agency, when adding a product to an existing agency, when an agency's license footprint changes, or when they need to wind an agency down in specific states.

Outcome-shaped capabilities:

See, for one product at a time, every US state and territory shaded by the combination of license status and authorization status
Switch products from a single dropdown to compare authorization coverage across the agency's product list
Bulk-authorize the agency in every state where it already holds a license for the selected product, in one click
Toggle authorization on or off for a single state directly from the state's tooltip
Read a five-bucket count summary (license-aware view) or a three-bucket summary (authorization-only view) below the map
Work with the correct map automatically: a license-aware view for agencies that require an NPN, and a read-only authorization view for agencies that do not

Note: Agency authorization is the ceiling for agent authority. The Agents tab on the same page grants authorization to individual agents, but no agent can be authorized in a state where the agency itself is unauthorized. Unauthorizing the agency cascades to every agent.

Accessing the Agency Authority Tab

Left sidebar → Agencies → click any agency row → Authority sub-page. The Authority page opens with the Agency tab selected by default; the sibling Agents tab is the per-agent view.

The page header shows breadcrumbs (Associated Agencies › agency name) and the page title Authority.

Note: The Authority page is gated by the Authority premium feature. If your organization does not have it enabled, the page is replaced with an upgrade prompt. Users without Authority read permission see a Become a Customer prompt instead of the map.

If the agency requires an NPN and 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 subscription status is Success.

What is visible on the page once the map renders:

Element	What it shows
License Status by State heading (NPN-required agencies)	Section header above the map and product control row. For non-NPN agencies the heading reads Authorization Status by State
Product dropdown	Switches which of the agency's products the map is showing. The first product in the agency's product list is selected automatically when the page opens
Authorize Licensed States button	Bulk action that authorizes the agency in every state where it is licensed for the selected product. Appears only on the license-aware (NPN-required) view
Blue info pill	A persistent reminder next to the action area: "Unauthorizing a state automatically unauthorizes the same state for every agent." Appears only on the license-aware view
Interactive US map	One shape per state and territory, shaded by status for the selected product. Hover any state to open its tooltip
State tooltip	A status panel that opens on hover. On the license-aware view it lists License Status, Appointment Status, and Authority Status, with a dropdown for changing Authority Status. On the authorization-only view it shows a read-only Authority Status badge and the list of authorized agents
Map summary	Count tiles below the map. The license-aware view has five tiles (Not Licensed / Authorized, Not Licensed / Unauthorized, Licensed / Unauthorized, Licensed / Authorized, Product Not Sold); the authorization-only view has three (Authorized, Unauthorized, Product Not Sold)

To drill into a state, hover the state on the map. The tooltip opens with the state's data. On the license-aware view, use the Authority Status dropdown inside the tooltip to change authorization in place.

Bulk-Authorizing Licensed States

When you'd do this. You have just onboarded a new agency, added a new product to an existing agency, or the agency has picked up additional state licenses since the last review. Run this to bring authorization up to par with the licenses NIPR has on file, in one click, instead of toggling each state by hand. Available only for agencies that require an NPN.

Open Left sidebar → Agencies, click the agency row, then open the Authority sub-page. The Agency tab is selected by default.
Open the Product dropdown and pick the product you want to authorize. The map refreshes immediately to show license and authorization status for that product.
Click Authorize Licensed States in the top-right of the map area.
A success alert ("Successfully authorized licensed states") confirms the action and the map recolors. Every state that was Licensed / Unauthorized (yellow) for the selected product flips to Licensed / Authorized (green).

Note: If you have not selected a product yet, the button shows a "Please select a product first" warning and does nothing. Pick a product, then click again.

Note: Authorize Licensed States is additive and per product. It only adds authorizations where the agency is licensed; it never revokes an existing authorization, never authorizes states where the agency is not licensed, and has no effect on Not Licensed / Authorized (solid red) states.

Tip: If the agency sells multiple products, switch the Product dropdown and run Authorize Licensed States again for each product you want to bring in line.

Toggling Authorization for a Single State

When you'd do this. You need finer-grained control than the bulk action: granting authorization in one specific state, or revoking authorization for a state the agency should no longer sell in. Available only on the license-aware (NPN-required) view.

Pick the product from the Product dropdown.
Hover the target state on the map. The tooltip opens, showing the state name, License Status, Appointment Status, and Authority Status.
Click the Authority Status badge in the tooltip. A dropdown opens with two options: Authorized and Unauthorized.
Pick the new status. The change is saved immediately.
A success alert ("Successfully updated state authorization for [state name]") confirms the change and the state color updates on the map.

The Authority Status dropdown is greyed out, with a hover-tooltip explanation, when the action is unavailable:

Disabled state	What it means	How to resolve
Whole dropdown greyed out, tooltip "You do not have permission to update authority status"	Your role does not include the Authority update permission	Ask an administrator with that permission to make the change, or have your role updated
Authorized option greyed out, labeled "Requires license"	The agency's license for the selected product is not compliant in that state, so it cannot be authorized	Resolve the underlying license issue from the agency's Licenses sub-page, then return and authorize

Warning: Unauthorizing a state for the agency automatically unauthorizes that same state for every agent under the agency. There is no undo. To restore agent authorization after an accidental revoke you must re-authorize the agency, then re-authorize each affected agent state by state.

Synchronization Requirement

For agencies that require an NPN, the Agency tab can only render once NIPR data has been synchronized for the agency. If the agency's compliance sync has not run, is queued, is processing, or returned an error, the tab is replaced with a Data Synchronization Required message and a prompt to synchronize the agency's compliance data first. Trigger the NIPR sync from the agency record and return to this tab once the subscription status is Success.

Agencies that do not require an NPN (for example, certain affiliate or referral arrangements) skip this requirement and render the authorization-only view immediately.

View Modes

The Agency tab automatically picks the right map based on the agency's onboarding configuration. The two views are functionally different, not just cosmetically different.

Agency type	View rendered	What it shows	Editable here
Requires NPN	License-aware state map	License status, appointment status, and authorization status per state, with five summary buckets that combine licensing and authorization	Yes — Authorize Licensed States bulk button and per-state Authority Status dropdown
Does not require NPN	Authorization-only state map	Authorization status per state, plus the list of authorized agents per state in the tooltip. There is no licensing layer to overlay	No — this view is read-only. There is no bulk button and the tooltip has no toggle; authorization is managed at the agent level on the Agents tab

Note: On the authorization-only view there is no Authorize Licensed States button and the state tooltip is read-only. The blue cascade-reminder pill does not appear either, because there is no agency-level toggle on this view.

Filtering and Searching

The Agency tab has no search box or text filters. The single control above the map is the Product dropdown, which scopes every state on the page to one product at a time.

Filter	Type	Purpose	Example use
Product	Single-select dropdown	Picks which product the map and summary count tiles display data for. Defaults to the first product in the agency's product list	Switching from a Personal Auto product to a Homeowners product to confirm authorization parity across lines for the same agency

Visual and Status Elements

License-aware view (NPN-required agencies) — the shade of each state combines the agency's licensing position with their authorization position for the selected product.

Color	Label	Meaning	What to do about it
Solid red	Not Licensed / Authorized	The agency is authorized to sell but does not hold a current compliant license in this state. Compliance risk: the agency could write business it is not licensed for	Either revoke authorization (open the tooltip and switch Authority Status to Unauthorized) or resolve the license gap from the agency's Licenses sub-page
Light red	Not Licensed / Unauthorized	The agency is neither licensed nor authorized	No action required. Confirm the state is not in scope for the agency
Yellow	Licensed / Unauthorized	The agency holds a compliant license but has not been authorized to write business for you. This is the action queue for the bulk button	Run Authorize Licensed States or open the tooltip and toggle Authority Status to Authorized
Green	Licensed / Authorized	The agency is licensed and authorized. Compliant	Nothing required
Gray	Product Not Sold	The product is not offered in this state	Nothing required for this product. If the product should be sold there, update the product's state selection from the agency's Product and State Selection tab

Authorization-only view (non-NPN agencies) — the shade reflects only the agency's authorization status, since no licensing layer is overlaid. This view is read-only.

Color	Label	Meaning	What to do about it
Green	Authorized	The agency is authorized to sell the product in this state	Nothing required
Yellow	Unauthorized	The agency is not authorized to sell the product in this state	Authorization for non-NPN agencies is managed per agent — open the Agents sibling tab to grant it
Gray	Product Not Sold	The product is not offered in this state	Nothing required

Tooltip badges (license-aware view) — each row in the tooltip is color-coded so you can read a state's posture without leaving the map.

Badge	Color	Meaning	What to do about it
License Status	Green	The agency holds the required license, is appointed, or the license is not required	Nothing required
License Status	Red	The agency is missing the license, missing the line of authority, missing the carrier, or the license has expired	Resolve the license gap from the agency's Licenses sub-page before granting authorization
License Status	Neutral	Not Placed — the agency has not been placed in this state for the product	Nothing required
Appointment Status	Green	The agency is appointed, compliant, or an appointment is not required	Nothing required
Appointment Status	Yellow	The appointment is missing a carrier or a line of authority	Check the agency's Appointments → Agency tab to complete the appointment
Appointment Status	Red	The agency has an appointment issue (missing, failed, or expired)	Open the Appointments sub-page to resolve
Authority Status	Green	The agency is authorized for this state and product	Nothing required
Authority Status	Red	The agency is unauthorized for this state and product	Click the badge and switch to Authorized, or run Authorize Licensed States if the state is licensed

Tooltip (authorization-only view) — the read-only tooltip shows an Authority Status badge (green when authorized, red when unauthorized) and an Authorized Agents list. Each row lists the agent's name and NPN; if no agent is authorized in that state it reads "No agents authorized in this state."

Frequently Asked Questions

Why is the Authorize Licensed States button missing for some agencies?

The bulk button only appears on the license-aware view, used for agencies that require an NPN. Non-NPN agencies (for example, certain affiliate or referral arrangements) render the read-only authorization view, which has no licensing data to drive a bulk action and no agency-level toggle. Authorize those agencies per agent from the Agents tab.

Why does the page show "Data Synchronization Required" instead of a map?

License data is sourced from NIPR. Until the agency's NIPR data sync has completed with a status of Success, there is nothing to overlay licensing against. Run the NIPR sync from the agency record; the page renders automatically once the sync finishes.

What is the difference between this tab and the Requested Authority tab?

Requested Authority captures the states an agency asked to sell in during onboarding, alongside the products. Agency Authority is the active, ongoing authorization you grant after onboarding completes. They are independent: a state can be requested but not yet authorized, or authorized without ever having been requested.

Does unauthorizing a state revoke the underlying license?

No. Authorization is a Turris-side selling permission you grant or revoke. Licenses are issued and revoked by the states and reflected in NIPR. Unauthorizing simply removes the agency's permission to sell on your behalf in that state; the license itself is untouched.

Why did agents lose authority for a state when I unauthorized the agency?

Agency authorization is a hard ceiling. If the agency is not authorized to sell in a state, no agent under it can be either, so unauthorizing the agency cascades to every agent for that state. The blue info pill next to the Authorize Licensed States button is the reminder of this cascade.

What happens to existing authorizations when I run Authorize Licensed States?

They are preserved. The bulk action only adds authorizations where the agency is licensed but not yet authorized; it never removes existing authorizations and never touches states where the agency is not licensed.

Why is the Authorized option in the tooltip dropdown greyed out, labeled "Requires license"?

The agency's license for the selected product is not compliant in that state, so it cannot be authorized. Resolve the underlying license issue from the agency's Licenses sub-page, then return and grant authorization.

Can I change authorization for a non-NPN agency from this tab?

No. For non-NPN agencies the Agency tab is a read-only view of authorization status and the authorized-agent roster per state. Manage authorization for those agencies per agent on the Agents sibling tab.

Best Practices

Start with Authorize Licensed States. It is the fastest way to align authorization with actual licensure for a newly onboarded agency or a newly added product line, and it never overwrites existing authorizations.
Switch the product before clicking the map. Every toggle applies to the currently selected product. A misclick on the wrong product creates a cleanup task on the Agents tab too, because of the cascade.
Synchronize NIPR data before bulk-authorizing. Running Authorize Licensed States before the NIPR sync completes only authorizes states Turris already has license records for. Synchronize first so no licensed state is missed.
Treat the Licensed / Unauthorized (yellow) bucket as your action queue. Every yellow state is one where the agency could be authorized but is not. Clear the bucket periodically, per product.
Check the cascade before unauthorizing. Open the Agents sibling tab to see how many agents are currently authorized in the state you are about to revoke. They all lose authority at once and need to be re-authorized individually.
Pair Agency Authority with Agency Appointments. Authorization is the prerequisite that lets appointment requests succeed. Authorize the agency in a state before opening the Appointments → Agency tab to request the appointment.

Agencies — Invite, add, bulk-upload, and monitor every agency associated with your organization.
Agency Overview — A single-glance summary of onboarding progress, producer agreement status, license and appointment coverage, and the agent roster for an agency.
Agency Tab (Agency Detail) — View and edit the core profile information, contact details, addresses, and resident-state licensing for an agency.
Agency Detail: Agents Tab — Manage every licensed agent associated with the agency and their NIPR data sync state.
Agency Agreements — Producer Agreements and supporting contracts attached to the agency, with auto-extracted signature and effective-date data.
Agency Documents — Repository for E&O, Cyber, Crime & Fidelity, W9, and other supporting documents collected alongside the relationship.
Agency Contacts — Roster of every person at the agency, including the contract signatory who receives the producer agreement signing envelope.
Agency Notes — Shared, auto-saving notebook for free-form context about the agency.
Payment Details — Bank account information used to remit commission payments to the agency.
Question Responses — Read-only view of how the agency answered your custom onboarding questions.
Product and State Selection — Decide which products an agency is requesting authority for, and in which states.
Requested Authority — Record the states each product has been requested in for an agency, side-by-side with current authorization.
Agency Authority: Agents Tab — Review and manage state-level authorization for every licensed agent assigned to the agency.
Agency Appointments: Agency Tab — Per-product, state-by-state command center for managing carrier appointments at the firm (agency) level.
Agent Appointments by State — Per-agent, state-by-state appointments map for the agency's agent roster.
Agency Licenses — Per-product, state-by-state compliance dashboard showing where the agency is licensed and appointed.
Agency Detail: E&O/Cyber Policies Tab — Every E&O, Cyber, and Crime & Fidelity policy assigned to the agency.
Regulatory Actions — Disciplinary history for the agency and any of its associated agents.
AML/OFAC Watchlist Screening — Screen the agency against global Anti-Money Laundering, sanctions, and watchlist databases.
Agency NIPR Addresses — Every address NIPR has on file for the agency, broken down by state and address type.
Agency NIPR Contacts — Contact information that NIPR has on file for the agency, broken down by state.
Agency Detail: NIPR Continuing Education Tab — Continuing education records reported by NIPR for each of the agency's agents.
Agency Detail: PDB Report Tab — Producer-Database-style compliance summary assembled from the most recent NIPR data sync.