Overview

The Agents tab on the Authority page is where you confirm, per product, which states each individual producer at an agency is allowed to write business in, and where you grant or revoke that authority. Compliance teams use it to align an agent's authorization with their actual license footprint after onboarding, after a license update, or as part of an ongoing review.

What is the Authority Agents Tab?

Agent authority is the per-product, per-state permission you give an individual producer at an associated agency to write business on your behalf. The Authority page exposes this in two places: the Agency tab manages authority for the agency as a whole, and the Agents tab drills into each producer under that agency.

Who uses it. Licensing managers, compliance officers, and account managers at carriers and MGAs use the Agents tab to keep producer-level authorization synced with each agent's license footprint, and to resolve "licensed but not authorized" gaps before a sale is written.

With the Agents tab you can:

See, agent by agent, which states each producer holds a license in and where you have authorized them to sell each product.
Switch the map between products to compare authorization coverage across your portfolio for the same producer.
Reconcile a single agent's authorization to every state where they hold a compliant license for the selected product, in one click.
Reconcile every agent at the agency in one background job, so authorization matches each agent's current license footprint.
Flip a single state on or off directly from the map tooltip when you need finer control than the bulk actions.

Note: For agencies that operate under an NPN, agent authorization is capped by the parent agency's authorization. If the agency is not authorized in a state, the agent's Authority Status dropdown for that state is disabled and you must authorize the agency first (on the Agency tab). For agencies without an NPN, authority is managed entirely through their agents on this tab.

Accessing the Agents Tab

Open Left sidebar → Agencies, click the agency you want to manage, then open the Authority view from the view selector at the top of the agency page. The view loads on the Agency tab by default, so click the Agents tab to switch to the producer-level view.

The breadcrumbs at the top of the page read Associated Agencies > Agency Name.

The Agents tab is composed of three areas, top to bottom:

Area	What it shows
Action bar (top right)	The page-level Authorize Licensed States button that operates on every agent at the agency at once.
Agent accordion	One collapsible row per agent. Each row header shows the agent's full name in bold, plus NPN: number and the agent's email when available.
Expanded panel	When a row is opened, the producer-level state authority map for the selected product, plus a row-level Authorize Licensed States button and a summary of license-and-authorization counts.

If the agency has no agents on file, the page shows a No Agents Found message ("No agents have been added to this agency") in place of the accordion.

Reviewing an Agent's Authority

When you'd do this. You're working through an agency's roster and want to see exactly where a specific producer is licensed and authorized for a given product before deciding whether to grant or revoke authority.

Locate the agent in the accordion list. Use the name, NPN, and email shown in the row header to identify them.
Click the row to expand it.
If the agent's NIPR compliance data has not finished synchronizing, the panel shows a Data Synchronization Required notice ("Please synchronize this agent's compliance data") and the map does not render. Sync the agent's NIPR data and come back.
Once synced, the expanded panel shows:
- License Status by State as the panel heading.
- A Product dropdown next to the heading. The first product loads by default.
- A blue badge next to the dropdown reading "Authorization is conditional on the agency being authorized in the same state."
- An interactive U.S. map colored per state by the combination of license and authorization status.
- The row-level Authorize Licensed States button next to the Product dropdown.
- A five-bucket summary below the map, with counts for each license-and-authorization combination.
Change the Product dropdown to repeat the review for a different product. The map and summary refresh in place.

Tip: The map and summary refresh instantly when you change the product. Compare a few products in sequence before deciding which to authorize first, especially when the agent's license footprint is narrower than the agency's full product portfolio.

Authorizing a Single Agent for All Licensed States

When you'd do this. A specific agent has just had their license confirmed in additional states (or you've onboarded them late and need to catch up), and you want to grant authorization everywhere they are already licensed for one product, without clicking state by state.

Expand the agent's row.
In the Product dropdown next to the map heading, pick the product you want to authorize.
Click Authorize Licensed States (the button to the right of the Product dropdown).
The agent's authorized states for that product are set to exactly the states where:
- the agent's license status for the selected product is Compliant, AND
- the parent agency is already authorized in that state (when the agency operates under an NPN).
The map re-colors to reflect the new authorization, the summary counts update, and a success alert reads "Successfully authorized licensed states."

If no product is selected when you click the button, a warning alert "Please select a product first" is shown and no changes are made.

Warning: This action reconciles the agent's authorization to their current compliant-license footprint for the product — it does not only add states. A state the agent was previously authorized in but is no longer compliantly licensed in (or that the agency is no longer authorized in) is dropped from the agent's authorization. To authorize a single state without touching the rest, use the map tooltip instead (see below).

Authorizing Every Agent at the Agency

When you'd do this. You've just onboarded a new agency, finished a bulk NIPR refresh, or run a periodic compliance review, and you want to push authorization across every agent at the agency to match their current license footprints, all in one operation.

Click Authorize Licensed States in the top right of the Agents tab (the button above the agent list).
A confirmation dialog opens: "Authorize Licensed States — You are about to authorize all agents across all licensed states." Click OK to confirm, or Cancel to back out.
The request is queued and processed in the background. An info alert appears: "Authorization request for all agents has been queued and will be processed shortly. If any states could not be authorized, details will appear in your inbox."
When the background job completes, every agent's authorization for each product is set to the states where that agent holds a compliant license (intersected with the agency's authorized states, for agencies that operate under an NPN). The agent maps reflect the result.

Tip: Run this after onboarding finishes, or after a bulk NIPR refresh, so authorization stays aligned with the latest license data without per-agent clicks. Because it reconciles rather than only adds, re-running it is safe and self-correcting — states an agent is no longer licensed in are cleaned up automatically.

Adjusting Authorization for a Single State

When you'd do this. You need to flip authorization for a specific producer in one state — either revoke it after a license issue or grant it for a one-off state that the bulk actions did not cover.

With the agent's row expanded and the correct product selected, click the state on the map. The state tooltip opens.
Review the displayed License Status, Appointment Status, and Authority Status for that state.
Use the Authority Status dropdown in the tooltip to switch between Authorized and Unauthorized.
The change is saved immediately. A success alert "Successfully updated state authorization for State Name" confirms the action, and the map updates in place.

The Authority Status dropdown behaves differently depending on the situation:

Parent agency is not authorized in that state (for NPN-based agencies): the whole dropdown is disabled. Hovering shows the tooltip "Authorize agency for this state first."
The agent has no compliant license for the selected product in that state: only the Authorized option is disabled, labeled "Requires license." You can still choose Unauthorized to revoke an existing authorization.
Your role lacks permission to update authority: the whole dropdown is disabled. Hovering shows the tooltip "You do not have permission to update authority status."

Visual Indicators

The five-bucket summary under the map names every shading used on the agent's state view.

Color	Label	Meaning	What to do about it
Solid red	Not Licensed / Authorized	The agent is authorized to sell but does not hold a current license in the state. A compliance risk.	Either revoke authorization in the tooltip or get the agent licensed in the state.
Soft red	Not Licensed / Unauthorized	The agent is neither licensed nor authorized in the state.	No action needed unless the agent is expected to sell there — in which case start by licensing them.
Yellow	Licensed / Unauthorized	The agent holds a license but has not been authorized to write business in the state.	Use Authorize Licensed States or the tooltip dropdown to grant authority.
Green	Licensed / Authorized	The agent is fully licensed and authorized for the product. Compliant.	No action.
Gray	Product Not Sold	The product is not offered in the state.	No action. This bucket spans the full width below the four primary buckets.

Additional indicators on the page:

A small blue badge with an alert icon sits next to the Product dropdown, reading "Authorization is conditional on the agency being authorized in the same state."
A boxed Data Synchronization Required message replaces the map when the agent's NIPR data has not finished syncing.
A page-wide No Agents Found banner appears when the agency has no producers on file.

Frequently Asked Questions

Why is the Authority Status dropdown disabled for a state? The whole dropdown is disabled when the parent agency is not authorized in that state (for NPN-based agencies) or when your role lacks the Update Authority permission — hovering shows which. Separately, when the agent has no compliant license for the selected product in that state, only the Authorized option is disabled and labeled "Requires license"; you can still pick Unauthorized to revoke.

Why does an agent show "Data Synchronization Required" instead of a map? The agent's NIPR compliance data has not finished syncing. Trigger a sync from the agent's record and return to this tab once the sync completes — the map renders automatically.

What is the difference between the page-level and row-level "Authorize Licensed States" buttons? The button at the top of the page applies to every agent at the agency in one background job. The button inside an expanded agent row applies to that single agent only. Both reconcile authorization to the states where the agent holds a compliant license for the selected product.

Why did some states stay unauthorized after I ran Authorize Licensed States? The action only authorizes states where the agent's license status is Compliant for the selected product and, for NPN-based agencies, where the parent agency is already authorized. States that fail either check are skipped. The page-level run also reports any states that could not be authorized in your inbox.

Does this tab affect appointment status? No. Authorization is a Turris-side permission you grant the agent to sell on your behalf. Appointments are the state-filed carrier records and are managed on the Appointments view. Authorization and appointment are tracked independently.

Can I revoke authorization? Yes. Click the state on the agent's map and change the Authority Status dropdown to Unauthorized. The change is saved immediately.

Does Authorize Licensed States keep my existing authorizations? Not necessarily. It reconciles the agent's authorized states to their current compliant-license footprint for the product, so any state the agent is no longer compliantly licensed in (or that the agency is no longer authorized in) is dropped. To grant authority in a single state without disturbing the rest, use the map tooltip's Authority Status dropdown.

Best Practices

Sync NIPR data before reviewing authority. A complete NIPR sync is required for the map to populate. Until it finishes, the panel shows a Data Synchronization Required message and no map.
Authorize the agency first, then the agents. For NPN-based agencies, agent authorization cannot exceed the agency's footprint. Visit the Agency tab and run Authorize Licensed States there before working through the Agents tab.
Use the page-level Authorize Licensed States during onboarding. It reconciles every agent in one operation. Then audit per agent and check your inbox for any states that could not be authorized.
Pick the right product before clicking. Every row-level action and tooltip change applies to the currently selected product. A misclick in the wrong product creates a cleanup task across the map.
Treat the yellow bucket as your action queue. Every Licensed / Unauthorized state is one click away from compliance. Periodically clear yellow per product to keep coverage current.

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 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 Detail: Agents Tab — Manage every licensed agent associated with the agency and their NIPR data sync state.
Agency Agreements — Every contract in place with the agency, including the Producer Agreement and supporting contracts.
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.
Agency Detail: Question Responses Tab — Read-only view of how the agency answered your custom onboarding questions.
Agency 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: Agency Tab — Grant or revoke state-level selling authority for a specific product at the agency level.
Agency Appointments: Agency Tab — State-by-state command center for managing carrier appointments at the 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.