Overview

The Agency Licenses dashboard is where you confirm, product by product and state by state, that one of your associated agencies holds the licenses and appointments it needs to write your business, and drill into the underlying records the moment a state needs attention. It answers the everyday question "is this agency papered to sell this product in this state?" without leaving the agency record.

What is the Agency Licenses Dashboard?

This is the per-product, state-by-state license and appointment compliance view for a single associated agency, built from the agency's most recent NIPR data synchronization. It pairs a tabbed product picker with a status table so you can switch between the products your organization sells and read each agency's license and appointment posture per state side by side.

Who uses it. MGA and carrier licensing managers, compliance leads, and account managers who must confirm an agency is properly authorized before policies are bound. Reach for it during onboarding, at renewal, before approving a new appointment request, or when a producer asks "can I write this product in this state?".

The dashboard lets you:

See, for each product, every state in scope alongside that agency's License Status and Appointment Status
Spot products with a license problem at a glance from the colored dot on each product tab (green, yellow, red)
Focus the table on the authority scope that matters: all states the product is distributed in, states the agency has been granted authority in, or states it has only requested
Read a running count of fully compliant states versus states with issues for the active product
Catch problem rows instantly through row tinting (red for missing or expired licenses, yellow for warnings)
Read a short inline reason under any status badge that explains why a state is non-compliant
Click a License Status or Appointment Status badge to open the per-state detail page with the underlying license, lines of authority, and findings

Accessing the Agency Licenses Dashboard

Left sidebar → Agencies → click any agency row → in the agency's view selector (the nested entries that appear under the agency), click License Compliance.

Note: The view selector lists License Compliance and a separate Licenses entry. License Compliance is this dashboard. The Licenses entry opens the raw NIPR license list for the agency, which is a different page.

The page header shows the agency's legal name with the subtitle "License and appointment compliance dashboard." The breadcrumb reads Associated Agencies → <Agency Name>.

What's visible on the page

Element	What it shows
Product tabs	One tab per insurance product your organization sells. Each tab carries a colored dot (green, yellow, or red) that reflects the worst state-level License Status for that product across the agency. The active tab is highlighted in primary color and is remembered in the page URL.
Filter by State Authority	Three toggle pills above the table: All, Approved, Requested. A question-mark popover next to the label explains the three modes.
Compliant / issues counter	Top right of the active tab. Shows "<count> compliant" (states fully compliant for both license and appointment) and, when any remain, "<count> with issues". The issues glyph is a red ✕ circle when at least one state has a missing or expired license, and a yellow warning triangle otherwise.
State column	One row per state in the active scope, each with a state marker and the full state or territory name.
License Status column	The agency's license posture for the active product in that state, as a clickable badge.
Appointment Status column	The agency's appointment posture for the active product in that state, as a clickable badge.

The table is sorted alphabetically by state name by default and scrolls inside the page. To drill into a state, click the License Status badge (opens the per-state License Compliance detail page for the active product) or the Appointment Status badge (opens the per-state Appointment Compliance detail page for the active product).

Reviewing License and Appointment Status

When you'd do this. You need to confirm whether an agency is ready to write a specific product in a specific state, during onboarding, at renewal, or before approving an appointment request, and you want both the license posture and the appointment posture in one view.

Pick the product tab you want to investigate. The colored dot is the fastest signal: a red dot means at least one state has a missing or expired license for that product.
Use the Filter by State Authority pills to narrow the table:
- All — every state the active product is distributed in.
- Approved — only states where the agency has been given authority for the active product.
- Requested — only states where the agency has requested authority that has not yet been granted.
Scan the table. Row tinting flags problems before you read the badges:
- Light red tint — the worse of the row's two statuses is Missing License or Expired License.
- Light yellow tint — the worse status is a warning.
- No tint — the row is fully compliant for both license and appointment.
Click the License Status badge on any row to open the per-state License Compliance detail page, where you can review the underlying license, its lines of authority, and the specific compliance findings.
Click the Appointment Status badge to open the per-state Appointment Compliance detail page, where you can request, terminate, or cancel appointments for that state and product.
When a badge shows a short message underneath it (for example, Missing LOA), hover the badge to see the full list of messages. A trailing (+2) next to the first message means there are additional messages behind the hover.

Tip: Switch products by clicking each tab in turn to compare coverage across lines of business for the same agency. The state filter, row tints, and counters all recompute per tab, so it's easy to see which product is clean and which still needs work.

Note: The data here reflects the agency's most recent successful NIPR data synchronization, not a live feed. Newly added agents, license updates, and appointment changes appear after the next sync completes, not in real time. Reload the page after a sync to see the latest.

Filtering and Searching

Two controls scope what appears on the page; both operate inside the active product tab.

Filter	Type	Purpose	Example use
Product tabs	Tab switcher	Pick which product's compliance you're reviewing. Only one product is active at a time.	Reviewing a homeowners renewal? Click that product's tab to see only the states that matter for it.
Filter by State Authority	Badge toggle (All / Approved / Requested)	Narrow the table to the authority scope you care about.	Triaging onboarding gaps? Toggle Requested to see only states the agency asked to sell in but has not yet been authorized for.

A search box sits in the top bar of the page (to the right of the breadcrumb). Type into it to filter the table by State — it matches the state name and the two-letter state code, and tolerates partial and slightly misspelled input. It does not match the License Status or Appointment Status columns. You can also click any column header (State, License Status, or Appointment Status) to re-sort by that column.

Visual and Status Elements

Product tab indicator dot

The dot reflects the worst License Status found across the states in the active scope for that product.

Color	Meaning	What to do about it
Green	Every state in scope is licensed for this product.	Nothing required; move on to the next product tab.
Yellow	At least one state is in a warning state (for example, an expiring or partially covered license).	Open the tab and look for yellow-tinted rows; clear the warnings before they become missing-license findings.
Red	At least one state has a Missing License or Expired License.	Open the tab first. Red-tinted rows show exactly which states block the agency from writing this product.

License Status badge

Color	Label examples	Meaning	What to do about it
Green	Compliant, Not Required	The agency holds the required licenses for the active product in this state, or no license is required there.	No action required.
Yellow	Warning-level status (for example, an expiring license or partial coverage)	A license is in place but a non-blocking issue exists.	Click the badge to open the License Compliance detail page and resolve it before it becomes a missing-license finding.
Red	Missing License, Expired License, Missing LOA	The agency does not hold the required license, a line of authority is missing, or the license has expired. The agency cannot write the product in this state.	Click the badge, identify the gap, and coordinate with the agency to obtain or renew the license or line of authority.

Appointment Status badge

Color	Label examples	Meaning	What to do about it
Green	Appointed, Not Required	The agency is appointed for the active product in this state, or no appointment is required.	No action required.
Yellow	Warning-level appointment status	An appointment is in flight or only partially in place.	Click the badge to open the Appointment Compliance detail page and complete or follow up on the request.
Red	Missing Carrier, Missing License, or an appointment otherwise blocked	The appointment is missing, or a license problem is blocking it.	Click the badge. If a license issue is the cause, resolve that on the License Status side first, then request the appointment.

Row tint

Each row is tinted by the worse of its two statuses (License Status vs Appointment Status).

Tint	Meaning	What to do about it
Red	The worse status is Missing License or Expired License.	Resolve first; these rows block writing the product in that state.
Yellow	The worse status is a warning.	Address before the warning escalates into a missing license or a lapsed appointment.
None	The row is fully compliant for both license and appointment.	No action required.

Frequently Asked Questions

Why don't I see the table for this agency? The dashboard needs a successful NIPR data synchronization for the agency. Until one succeeds, the table is replaced with either a Data Synchronization Required warning (when the agency is required to provide an NPN) or a Compliance Data Unavailable notice (when the agency has no NPN and one is not required). Synchronize the agency's compliance data from the agency's Agency view to unblock the dashboard.

Why am I seeing a "No products found" message instead of tabs? Product tabs are generated from the products your organization has configured. If you have no products on file, you'll see a No products found message with a Click here to add your first product link. Add a product in your product configuration to populate the tabs.

What does the "Filter by State Authority" toggle change? It changes which states appear in the table for the active product. All shows every state the product is distributed in, Approved shows only states the agency has been given authority in, and Requested shows only states it has requested authority for but not yet been granted. Use Approved to focus on live relationships; use Requested to chase outstanding onboarding work.

Why is a row tinted red or yellow? The page takes the worse of the row's License Status and Appointment Status to drive the tint. Red means the worse status is Missing License or Expired License; yellow means it is a warning. Untinted rows are fully compliant.

What happens when I click a status badge? Clicking a License Status badge opens the per-state License Compliance detail page for that product, with the underlying license, its lines of authority, and the specific findings. Clicking an Appointment Status badge opens the per-state Appointment Compliance detail page, where you can request, terminate, or cancel appointments.

What does "Not Required" mean? It means the state's regulations do not require the agency to hold a license or appointment for the active product's lines of authority in that state. It counts as compliant.

How often does the data refresh? License and appointment data comes from NIPR through the agency's data synchronization. The dashboard reflects the most recent successful sync; reload the page after a new sync completes to see the updated data.

Why is the "Become a Turris Customer" prompt showing instead of the dashboard? Your account can read License Compliance, but your organization is not yet enrolled in the feature. Click Request Access on the prompt to register interest, or use the Contact Support link to email support@turrisfi.com and start the conversation about enabling it.

Best Practices

Start with the red-tinted rows. They flag missing or expired licenses, the issues most likely to block appointments and policy writing. Clear those before working through warnings.
Use the Approved filter at renewal. Switch the state filter to Approved to focus only on states where you already have a live relationship, instead of chasing states the agency does not actively operate in.
Walk every product tab before declaring an agency healthy. A green dot on one tab says nothing about the others. Inconsistent coverage between products usually points to a product-state mismatch from onboarding that needs cleanup.
Click through before contacting the agency. The per-state License Compliance and Appointment Compliance detail pages carry the line-of-authority breakdown and message history that explain a non-compliant status, and usually answer the question before you need to reach out.
Confirm the NIPR sync after onboarding a new agency. If the dashboard shows the Data Synchronization Required banner, verify the NPN on the agency's Agency view and trigger a sync from there; the dashboard becomes useful only once compliance data is on file.

Agencies — the list page where MGA and carrier teams keep track of every associated agency they distribute through.
Agency Overview — the agency detail landing screen with onboarding progress, agreement status, and current license and appointment footprint.
Agency Tab (Agency Detail) — the agency's core profile: identity, contact information, addresses, NPN/EIN, and resident-state license footprint.
Agency Contacts — the roster of people you work with at the agency: relationship owners, signatories, compliance and onboarding contacts.
Agency Documents — repository for E&O, Cyber, Crime & Fidelity policies, W9s, and other supporting files, with automatic metadata extraction.
Agency Agreements — the producer agreement, supporting documents, and any addendums or side letters that paper the relationship.
Agency Notes — a shared, auto-saving notebook for free-form context about the agency.
Agency Detail: Agents Tab — the licensed-producer roster for the agency, with on-demand NIPR record pulls.
Agent Appointments by State — per-agent, per-state, per-product appointment management on an interactive US map.
Agency Appointments: Agency Tab — state-by-state appointment management at the firm level on an interactive US map.
Agency Authority: Agency Tab — grant, revoke, and audit the agency's state-level authority to sell each product.
Agency Authority: Agents Tab — per-agent, per-product confirmation of which states each producer may write in.
Requested Authority — per-product US maps comparing the states an agency was promised authority in against the states it is authorized in today.
Agency Product and State Selection — capture which products the agency is requesting authority for and in which states.
Agency Detail: E&O/Cyber Policies Tab — confirm the agency's professional liability, cyber, and crime coverage is in force, and request replacements.
Payment Details — the bank account you remit commission payments to for the agency.
Regulatory Actions — disciplinary and enforcement actions against the agency and its associated agents.
AML/OFAC Watchlist Screening — AML, sanctions, and watchlist screening for the agency, point-in-time or continuous.
Agency NIPR Addresses — every address NIPR has on file for the agency, by state and address type.
Agency NIPR Contacts — the business email, phone, and fax NIPR has on file for the agency, by state.
Agency Detail: NIPR Continuing Education Tab — NIPR-reported CE status, renewal dates, and outstanding credits per agent.
Agency Detail: PDB Report Tab — a Producer Database style compliance summary assembled from the latest NIPR sync.
Agency Detail: Question Responses Tab — how the agency answered your organization's custom onboarding questions.