The E&O/Cyber view on an agency record is where MGA and carrier teams confirm that an agency's professional liability, cyber, and crime coverage is in force and meets your required limits, request a replacement when a policy is expiring or expired, correct policy fields when the AI extraction needs help, and upload new policy documents without leaving the agency.

This view keeps an agency's liability coverage current in one place: it lists every E&O, Cyber, and Crime & Fidelity policy tied to a single agency, alongside coverage limits, policy status, coverage compliance against your organization's minimums, and the AI document-extraction progress for each uploaded file.

Who uses it. Licensing and compliance teams at MGAs and carriers who are responsible for keeping appointed agencies' E&O, cyber, and crime coverage in force and within the limits your organization requires.

Key capabilities:

The E&O/Cyber link only appears when the Policy Compliance feature is enabled for your organization. If your organization is on a non-customer tier, the page renders a Become a Customer prompt in place of the policies table.

If the agency has no assigned policies yet, the page shows a No assigned policies message with a link to the global Policy Compliance page, where policies are assigned to agencies.

What's visible on the page

The table sorts by Insured ascending by default. Click any sortable column header to change the sort. Empty cells show a dash placeholder.

To act on a single policy, click the three-dot Actions menu at the end of its row and pick View to open the stored document, or Update to inspect and edit its fields in a slide-over.

When you'd do this. You want the system to keep pulling new policy documents for this agency on a schedule, instead of someone uploading them by hand each renewal.

When on, the system periodically retrieves and processes E&O, Cyber, and Crime & Fidelity policies for this agency in the background, and runs AI extraction on each document it finds. Click the toggle again at any time to turn the recurring retrieval back off.

Note: The toggle is only visible to users who have update permission on Policy Compliance. If you do not see it, ask an admin in your organization to grant the permission. A small question-mark icon next to the toggle explains the behavior inline.

When you'd do this. A policy on the table is Expiring or Expired and you want the agency to send over a replacement document.

The system sends a request to the agency asking them to provide an updated policy, and shows a "Policy requested successfully" confirmation. The Request New Policy item only appears when the policy's Policy Status is Expiring or Expired. For Active or Unassigned policies, the item is hidden.

Tip: Pair this with the Email History action below to confirm an earlier request has not already gone out.

When you'd do this. The policy already exists in the table, but the AI extracted a field incorrectly (wrong carrier, wrong expiry, missing per-claim limit) and you want to correct the record without re-uploading the document.

Saving the form updates the policy record directly. It does not re-run AI extraction against the stored document.

Note: Click Cancel in the slide-over to discard your edits.

When you'd do this. The agency has sent you a fresh PDF, and you want to add it to the table and let the system run AI extraction to populate the fields.

The upload creates a new policy record on the agency and starts a fresh AI extraction run, then shows an "Upload Successful!" confirmation. Watch the new row's Data Extraction Status column to follow progress: it moves from Queued to Processing to Success, or to Error if the document could not be read.

Tip: The slide-over you see follows the Category of the row you opened Upload from. To upload a Cyber policy, open the Upload action from any row tagged Cyber.

Note: The upload area may show a larger size hint, but the form rejects any file over 10 MB when you click Save Policy. If you see "File is too large", supply a smaller PDF.

When you'd do this. You want to see every email the system has sent the agency about a given policy category, for example to confirm a renewal request actually went out.

The page navigates to the Policy Compliance email history for this agency, pre-filtered to the row's policy category.

When you'd do this. You need to read the underlying PDF (for example to confirm a coverage figure or check named insureds) without downloading it first.

The system generates a short-lived signed link and opens the document in a new browser tab. Close the tab when done; the link expires automatically.

When you'd do this. A policy was uploaded by mistake, is a duplicate of another row, or no longer belongs on this agency record.

Deletion removes the policy from the agency. There is no undo on this screen.

Warning: Confirm the row is the right one before deleting. If the same agency has multiple policies under the same primary insured, compare the Effective, Expiry, and Policy Number columns to disambiguate.

A global search box sits in the agency detail header and filters the policies table. There are no per-column dropdown filters on this view.

The search runs as a partial, fuzzy match, so a few letters of an insured name, carrier, or policy number are enough to find the row.

Policy Status badge. Shows where each policy sits in its lifecycle.

Coverage Status badge. Compares the policy's actual aggregate and per-claim coverage to the minimums configured for your organization.

Click the Coverage Status badge to open the Coverage Breakdown popover. It shows two rows under Aggregate and Per Claim headers: a Policy row (the actual amounts on the document) and a Limits row (your organization's required minimums). Each Policy cell is green when it meets the matching limit and red when it falls short.

Data Extraction Status badge. Tracks AI extraction progress on the policy's uploaded document.

Category badge. Shows the policy's category as a colored tag: E&O, Cyber, or Crime & Fidelity.

Why is the E&O/Cyber link missing from the agency's views?

The Policy Compliance feature is not enabled for your organization. Contact your account manager to add it to your plan.

Why does the page say "No assigned policies"?

This agency does not yet have any E&O, Cyber, or Crime & Fidelity policies assigned to it. Open the Policy Compliance page from the left sidebar to assign policies at the organization level, then return here to see them.

Why is the Coverage Status showing Not Covered when the policy looks fine?

Coverage is judged against the minimum aggregate and per-claim limits configured for your organization, not against absolute values. Click the Not Covered badge and read the Coverage Breakdown popover to see exactly which limit the policy falls short on.

The Data Extraction Status shows Error. What now?

The AI could not extract policy data from the uploaded document. Use Update to enter the policy details by hand, or use Upload to provide a clearer copy of the PDF.

Why is the Request New Policy action missing on a row?

It only appears when the policy's Policy Status is Expiring or Expired. Active and Unassigned policies cannot be re-requested through this menu.

Will uploading a new policy delete the old one?

No. Each upload creates a new policy record and a new AI extraction run. Use the Delete action on any rows you want to remove.

What file types and sizes can I upload?

PDFs only. The form rejects non-PDF formats, and rejects files larger than 10 MB when you click Save Policy.

What does Enable automated policy retrieval actually do?

When on, the system periodically retrieves and processes E&O, Cyber, and Crime & Fidelity policies for this agency without anyone uploading them by hand, and runs AI extraction on each document it finds.

If you have questions about the E&O/Cyber Policies Tab or encounter any issues, contact our support team at support@turris.com.