The Overview tab is the landing screen for an associated agency. It gives licensing managers, compliance teams, and onboarding leads a single read-only summary of who the agency is, how far along they are in onboarding, whether the producer agreement is signed, where they are licensed and appointed today, and which agents and contacts sit underneath them.

The Agency Overview consolidates information that is otherwise spread across the Agency, Agents, Contacts, Documents, Agreements, Payment Details, and licensing tabs into one scannable view. It also exposes the small set of actions you take while an agency is being onboarded, such as approving the pre-contract review, sending an Agency App invitation, or attaching the executed producer agreement.

Who uses it. Licensing managers, compliance and legal reviewers, and onboarding owners at MGAs and carriers. Compliance and legal use the Pending Your Review banner to make the approve-or-decline call; onboarding owners watch the timeline and chase missing data; licensing managers read the maps to see where the agency is appointed and where authority is missing.

Capabilities you will reach for here:

The tab is organized as a vertical stack of sections, in this order:

Note: The Licenses Overview and Appointments Overview section titles use the agency's Category (for example "Carrier Licenses Overview" or "Wholesaler Appointments Overview"). The structure of each section is the same regardless of category.

When you'd do this. You need to know exactly where the agency is in onboarding, which data points are still missing, and whether anything is waiting on your team.

Tip: The popover is the fastest way to verify a step. Use it instead of opening the corresponding tab when you just want to check which fields are still empty.

When you'd do this. An invited agency has finished every onboarding step that comes before the producer agreement, and is waiting for your team to either approve them and request signing, or decline their application.

Warning: Both decisions trigger emails to the agency immediately, and declining also soft-deletes the record. Open the step popovers and review what the agency submitted before clicking either button.

Sometimes an agency is routed to Pre-Contract Review because one of their custom-question answers tripped a gating rule you configured, not just because the review step is part of the standard flow. When that happens:

Note: The Triggered by panel reads a snapshot captured when the agency submitted their answers, so it reflects what they entered at that moment even if the underlying questions later change.

When you'd do this. The agency has reached the Contract Signing step but no fully executed producer agreement is on file yet. You either want to send a fresh online-signing invitation, or skip the online flow because the agreement was signed offline.

Note: Requesting online signing requires a contact on the Contacts tab with the Contract Signatory business role. If none is assigned, a "Contract Signatory Required" modal appears and offers a Go to Contacts shortcut.

When you'd do this. The agency you are onboarding is not yet a customer of the Agency App, and you want them to sign in so they can complete onboarding, manage their licenses, and respond to action items themselves.

The Invite to App controls appear in the App Activity section only when the agency's platform subscription shows them as a non-customer.

Tip: Send the URL through your own channel when the primary contact is not the right recipient (for example, you want to route the invitation through an internal escalation). Use Send Invitation when the contact on file is the right person.

When you'd do this. You need to confirm where commissions will land before approving an agency, or you are troubleshooting a payment that bounced.

The Banking Details card sits inside Firm Overview and shows the Financial Institution name, the Account Number, and the Routing Number. The account number is masked by default: every digit except the last four is replaced with an asterisk. Click the eye icon to the right of Account Number to reveal the full value; click it again to re-mask. If no payment details exist yet, the card displays "No banking details available."

When you'd do this. You need a fast read on where the agency is licensed (or appointed) for a given product, or you want to spot states that are licensed but not authorized to sell that product.

License Status by State summary buckets:

Appointments by State summary buckets:

Note: If the agency has not yet synced with NIPR, both maps are replaced with a Data Synchronization Required message. Once the NIPR Data Sync Status badge reads Success, the maps populate. If no products are assigned to the agency, the maps are replaced with a No Products Available message until you add products on Product and State Selection.

NIPR Data Sync Status badge (Agency Licenses Overview):

Has Accessed App pill (App Activity):

Why does the section read "Data Completeness" instead of "Onboarding Progress"?

This agency was added directly or bulk-uploaded rather than invited through the onboarding flow. For non-invited agencies, each step is evaluated independently against the data on file; there is no concept of a "current" step.

Why is the Producer Agreement effective date blank?

Either no agreement has been signed yet, or no effective date is recorded. Once both parties sign, the effective date uses the explicit effective date on the agreement; if that is empty, Turris falls back to the latest of the agency and MGA signature dates.

Why is the Appointments section missing?

The Appointment Management feature is not enabled for your organization. Contact your account manager to upgrade.

The license or appointment map shows "Data Synchronization Required." What does that mean?

The agency has not yet completed a successful NIPR data subscription. Once the NIPR Data Sync Status badge reads Success, the map populates.

The license or appointment map shows "No Products Available." What does that mean?

The agency has no products assigned. Open Product and State Selection to assign products, and the maps will populate.

Why does the review banner say "Review application" with a "Triggered by custom question rule" pill?

A custom-question answer this agency submitted tripped a gating rule you configured, which forced them into pre-contract review. Click Review application to see exactly which rule fired and what the agency answered before you approve or decline.

Who can approve or decline a pending pre-contract review?

Only members with the Admin, Compliance, or Legal role. Members in other roles see the Pending Your Review banner but no action buttons; instead a one-line note explains who has the permission.

What happens if I upload an executed agreement after requesting online signing?

The pending online signing invitation is cancelled and the agency can no longer sign online. The uploaded PDF becomes the agency's executed contract.

The Send Invitation button is missing. Why?

The agency is already a customer of the Agency App. The Invite to App row only appears for non-customer agencies.

The Agents Overview shows "No Agents." How do I add one?

No agents have been added to this agency yet. The empty state includes a link to the Agents tab, where you add and manage the agency's licensed producers.

Why can't I see banking details?

No payment details exist for this agency yet. The card shows "No banking details available." Banking details are entered through the Payment Details tab or as part of onboarding.

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