The Agency tab on an agency's detail page is where you view and maintain the core profile of one of your associated agencies: its identifying details, contact information, legal and mailing addresses, and resident-state license footprint. From here you edit the agency's identity and contact data, and separately manage whether the agency requires an NPN, the NPN value itself, the legal name, and the EIN that NIPR resolves alongside the NPN.

The Agency tab is the agency profile of record for one downstream agency. It combines what was captured during onboarding with anything that has since been kept in sync from NIPR compliance data, and it gives you two focused editing surfaces: one for identity and contact data, and one for NPN and legal-name settings.

Who uses it. MGA and carrier licensing teams, agency-onboarding specialists, and account managers who need to confirm or correct an agency's legal identity, NPN, addresses, and producer code before sending invitations, signing producer agreements, or running compliance workflows.

The tab lets you:

Any field with no value renders as a dash placeholder. Two buttons sit in the top-right of the tab body: NPN & Name Settings and Edit Details. Each opens its own slide-over, described below.

Note: If the agency has been soft-deleted from your book, both buttons are hidden and the entire tab becomes read-only. The profile data still displays for reference.

Note: If your role does not have permission to update agencies, the NPN & Name Settings and Edit Details buttons are replaced by a premium-feature prompt, and the tab is view-only.

When you'd do this. An agency you onboarded calls to update their fax number, you need to correct a misspelled DBA, or your downstream system uses a new producer code you want mirrored in Turris. The Edit Details slide-over owns identity, contact, and address data. It does not change the NPN, the EIN, or the NPN requirement; use NPN & Name Settings for those.

Tip: Click Generate Producer Code below the Producer Code field to auto-create a URL-safe code from the legal name. Prefer pasting in the code your downstream system already uses when one exists, so cross-referencing stays simple.

Note: If you try to save a producer code that another agency already uses, the save is blocked with the message "Agency with this producer code already exists." Pick a different code and save again.

When you'd do this. You need to attach an NPN to an agency that was created without one, correct or replace an existing NPN, or switch an agency to operate without an NPN. This slide-over governs three coupled settings together: whether the agency requires an NPN, the NPN value, and the legal name (plus the EIN that NIPR resolves alongside the NPN).

Note: When Require Agency NPN? is on, the legal name shown in Resolved Legal Name comes straight from NIPR and replaces the current agency name when you save. If the lookup returns not found, Save stays disabled until a valid NPN (or license number and state) returns a match.

Warning: Turning Require Agency NPN? off while an NPN is already on file shows a "Heads up" banner: saving clears the existing NPN and the agency's NIPR compliance data. Only do this when you intend to drop the NPN entirely.

The Save button stays disabled until you have made a real change (to the requirement, the NPN, or the legal name) and the form is valid. A successful save shows "NPN settings updated successfully."

What's the difference between Edit Details and NPN & Name Settings? Edit Details covers the agency's identity and contact data: agency name, producer code, entity type, category, DBA, website, phone, fax, and addresses. NPN & Name Settings covers the NPN requirement, the NPN value, the EIN, and the legal name resolved from NIPR. Use whichever surface owns the field you need to change.

How does the NPN lookup populate the legal name? In NPN & Name Settings, turn on Require Agency NPN?, then enter the agency's NPN, or switch Find Agency by to License and enter a license number plus its issuing state. NIPR resolves the legal name into the read-only Resolved Legal Name field and stores the EIN behind the scenes. If no match is found, the field shows not found and Save is blocked.

What happens if I turn off Require Agency NPN? A "Heads up" banner appears explaining that saving will clear the existing NPN and the agency's NIPR compliance data. After turning the toggle off you type the legal name manually in Agency Legal Name, and that name replaces the current agency name when you save.

Can I change the agency's legal name? Yes. You can edit Agency Name directly in Edit Details. When the agency requires an NPN, the authoritative name comes from NIPR through NPN & Name Settings, where the Resolved Legal Name replaces the current agency name on save.

What does the Producer Code field do? The Producer Code is the identifier your downstream systems use for this agency. Keeping it aligned with the code you already use elsewhere makes cross-referencing simple. Use the Generate Producer Code link when you have no existing code, or paste in your own value. Codes must be unique across your agencies.

How do I copy my legal address into the mailing address? Inside the Mailing Address card in the Edit Details slide-over, tick the same as legal address toggle. The mailing address fields collapse and the legal address values are used at save time.

Why don't I see the buttons? Both buttons are hidden when the agency has been soft-deleted from your book (the tab becomes read-only), or when your role does not have permission to update agencies (you'll see a premium-feature prompt instead).

How do the resident states update? The Resident States badges in the Licensing section come from the agency's NIPR compliance data and refresh whenever NIPR data is synced. You do not edit them on this tab.

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