Overview

The Notes tab on an agency's detail page is a shared, auto-saving rich-text notebook for one of your associated agencies, so your team can keep call summaries, escalation history, onboarding context, and internal reminders right alongside the structured agency record instead of in a separate document.

What is the Notes Tab?

The Notes tab is a per-agency rich-text editor that lives next to all the structured data you keep on an agency. Everything you type here is scoped to that single agency record and is shared with everyone in your organization who can access the agency.

Who uses it. Account managers, onboarding specialists, and compliance leads at the MGA or carrier. The Notes tab is where they record the running thread of working with a specific agency: what was said on the last call, why a contract took an unusual route, or which contact picks up the phone fastest.

What it lets you do:

Keep a running narrative for one agency without leaving the agency record.
Format notes with bold, italic, underline, and strikethrough so important details stand out at a glance.
Structure longer notes with three heading levels, bulleted lists, ordered lists, indent and outdent controls, and blockquotes.
Link out to external resources (a carrier portal page, an internal runbook) by attaching an https URL to selected text.
Trust that what you type is saved automatically, with no save button to remember and no risk of losing edits to a missed click.
See at a glance whether your latest change reached the server, via the sync status indicator inside the editor.
Give read-only visibility to teammates who can view the agency but should not change its data.

Accessing the Notes Tab

Left sidebar → Agencies → click any agency row → Notes tab.

The page shows a single full-width editor. A formatting toolbar runs across the top, the writing area fills the rest of the pane, and a small sync status icon sits in the bottom-right corner of the writing area. If no one has written notes for this agency yet, the editor shows the placeholder text Space for your notes... and the cursor is placed in the editor automatically.

What's visible on the page:

Element	Location	What it does
Formatting toolbar	Top of the editor	Holds the text-style, heading, list, blockquote, link, and undo/redo controls. Active formatting is highlighted in primary blue.
Editor area	Center of the page	The main writing surface. Click anywhere inside to position the cursor and start typing.
Bubble menu	Floats above selected text	A small floating toolbar with bold, italic, underline, and strikethrough. Appears only while you have text selected.
Sync status icon	Bottom-right corner of the editor area	A small refresh icon that confirms whether your most recent change has been saved. See Sync Status Indicator below for what each color means.

Writing and Editing Notes

When you'd do this. You just got off a call with the agency's principal, or you want to leave a heads-up for the next teammate who picks up the account. Anything that isn't already a structured field on the agency record belongs here.

Click anywhere inside the editor area to position your cursor. If the editor is empty you'll see the placeholder Space for your notes..., so start typing to replace it.
Type your note. Edits are saved automatically about one second after you stop typing, so there is no save button to press.
Apply formatting from the Formatting toolbar at the top of the editor, or from the Bubble menu that appears above text you've selected.
Watch the sync status icon in the bottom-right corner of the editor to confirm each change reached the server.

Note: There is no manual save. After a significant edit, wait for the sync status icon to turn green before closing the browser tab or navigating away.

Formatting Toolbar

The toolbar is divided into groups separated by vertical dividers. The active style is highlighted in primary blue while your cursor sits inside text that already uses it.

Group	Controls	Purpose
Text style	Bold, Italic, Underline, Strikethrough	Apply or remove the matching text style on the current selection.
Headings	Heading 1, Heading 2, Heading 3	Turn the current line into a heading, or back into body text if it's already that heading level.
Lists and quote	Bulleted list, Ordered list, Indent, Outdent, Blockquote	Toggle list formatting, push the current list item one level deeper (Indent) or one level shallower (Outdent), or wrap the current paragraph in a blockquote. Indent and Outdent are greyed out when they can't be applied to the current line.
Link	Link	Opens a small popover with a URL field. See Adding a Link below.
History	Undo, Redo	Step the editor back or forward through your current editing session. Each is greyed out when there's nothing left to undo or redo.

Adding a Link

When you'd do this. You want a teammate reading the note to jump straight to a carrier portal page, an internal runbook in your wiki, or an external compliance reference without copying a URL out of the note.

Select the text you want to turn into a link.
Click the Link icon in the toolbar to open the link popover. The field is pre-filled with https:// to start.
Type or paste the destination URL. Links must use https, for example https://portal.example-carrier.com/agencies/12345.
Click Add Link. The selected text now renders as a colored hyperlink.

To remove an existing link, place your cursor on the linked text, click the Link icon to reopen the popover, and click Remove Link. The Remove Link button only appears when your cursor is on a link.

Tip: Use the Link button rather than pasting a bare URL into the note. Linked text keeps the note readable while still letting a teammate jump straight to the resource. A URL you simply type into the note is not turned into a clickable link on its own.

Bubble Menu

When you'd do this. You want to format a phrase you've just highlighted without traveling back up to the toolbar.

Select any range of text in the editor and a small floating menu appears just above the selection with shortcuts for Bold, Italic, Underline, and Strikethrough. The bubble menu disappears as soon as you clear the selection.

Sync Status Indicator

The icon in the bottom-right of the editor area reflects the state of the auto-save. Because the system saves about one second after you stop typing, the icon may briefly flash through the pending and success states during active editing.

Color	Label	Meaning	What to do about it
Grey	Idle	The editor is loaded and there are no pending changes.	Nothing. This is the resting state.
Yellow, spinning	Pending	A save is in flight.	Wait for it to settle to green before navigating away.
Green	Success	Your most recent change has been saved to the server.	Safe to close the tab or navigate away.
Red, crossed-out icon	Error	The last save attempt failed, and a "Failed to update notes" message appears.	Make another edit to trigger a fresh save. If the error persists, copy any unsaved text out of the editor and reload the page.

Warning: If the sync status stays red, your most recent edits have not been persisted. Copy unsaved text out of the editor before refreshing or navigating away.

Permissions

What you can do on the Notes tab follows the agency-level update permission your administrator has assigned to your role.

Users with update access to agencies see a fully editable notebook. Their changes flow through the auto-save, and the sync status indicator reflects each save.
Users without update access to agencies can read the existing notes but cannot save changes. Anything they type is not sent to the server, the sync status indicator stays grey at Idle, and those edits are discarded when they leave the tab.
Users from organizations without agency access at all (for example, downstream-only viewers) see an empty editor with no notes loaded.

Frequently Asked Questions

Where is the Save button? There isn't one. Notes save automatically about one second after you stop typing. Watch the sync status icon in the bottom-right of the editor to confirm a save completed.

Can I tell who wrote or last changed a note? No. The Notes tab does not display authorship or a revision history. Notes are shared across your organization, so treat them as a team workspace rather than a personal scratchpad.

Are notes visible to the agency or to anyone outside my organization? No. Notes are internal to your organization. The agency, its agents, and any external party cannot see what you record here.

Can I attach files or images to a note? No. The editor supports text formatting, headings, lists, blockquotes, and links only. For file uploads, use the Documents tab instead.

Do Undo and Redo work after I navigate away? Undo and Redo cover only your current editing session in this browser. Once you leave the tab or reload the page, that history is reset.

What happens if two people edit the same note at the same time? The editor does not provide real-time collaborative editing. Each save replaces the stored content with whatever is in that browser, so the most recent save wins. Coordinate with your teammate before editing the same agency's notes at the same time.

Why isn't the URL I typed into the note clickable? Only links added through the Link button become clickable, and only https URLs are accepted. A URL you simply type into the body of the note stays as plain text.

Best Practices

Use headings to break long notes into scannable sections. Heading 1 for agency-wide context, Heading 2 for date-stamped entries, Heading 3 for sub-topics inside an entry, so anyone landing on the note later can jump straight to what they need.
Date-stamp every new entry. Begin each section with the date and a short context line (2026-05-12, call with primary contact). Without timestamps a long note becomes hard to read in order.
Keep notes agency-specific. Process documentation, internal runbooks, and policy references belong elsewhere. The Notes tab is for the story of this one agency.
Wait for the green sync icon after a significant edit. If the icon is still pending or shows the red error state, your last edits have not been persisted yet.
Write for a team audience. Anyone in your organization with access to the agency can read and edit what you type, so use language that still makes sense when a colleague reads it months later.

Agencies: The list view where MGA and carrier teams keep track of every downstream agency they distribute through, with links into each agency's detail tabs.
Agency Overview: The landing tab of an agency record, showing onboarding progress, producer agreement status, license and appointment coverage, and the agent roster at a glance.
Agency Tab (Agency Detail): The agency's core profile, including identifying details, contact information, addresses, and resident-state license footprint.
Agency Contacts: The roster of people at the agency, including owners, signatories, compliance contacts, and onboarding recipients.
Agency Agreements: Where you store, sign, and replace every contract you have with the agency.
Agency Documents: E&O, Cyber, Crime & Fidelity policies, the W9, and any other supporting documents you keep for the agency.
Agency Detail: Agents Tab: The licensed-producer roster for the agency, with NIPR lookups and per-agent compliance drilldowns.
AML/OFAC Watchlist Screening: Run point-in-time or continuous AML, sanctions, and watchlist screening against the agency.
Payment Details: Bank account information your organization uses to remit commission payments to the agency.
Agency Detail: Question Responses Tab: How the agency answered the custom onboarding questions you configured.
Agency Product and State Selection: Which products and states the agency is requesting authority for.
Requested Authority: The per-product map of states requested versus states already authorized.
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, one row per state and address type.
Agency NIPR Contacts: The contact information (email, business phone, fax) that NIPR has on file for the agency.
Agency Detail: NIPR Continuing Education Tab: CE compliance status, renewal deadlines, and outstanding credit requirements for each agent.
Agency Detail: PDB Report Tab: A consolidated Producer-Database-style compliance summary assembled from the most recent NIPR data sync.
Agency Detail: E&O/Cyber Policies Tab: Every E&O, Cyber, and Crime & Fidelity policy assigned to the agency, with renewal and replacement actions.
Regulatory Actions: Disciplinary history against the agency and its agents.
Agency Appointments: Agency Tab: State-by-state command center for managing carrier appointments at the firm level.
Agent Appointments by State: Per-agent, per-state appointment management across products.
Agency Authority: Agency Tab: Where the agency is licensed and authorized to sell each product, state by state.
Agency Authority: Agents Tab: Per-agent authorization to write business for each product, state by state.