Overview

The Product and State Selection tab on an agency's detail page is where you record which of your products an agency is requesting authority for, and in which states. It is the input to the rest of the appointment and licensing workflow, so MGA and carrier compliance teams use it to capture exactly what an agency wants to sell, and where, before granting authority and arranging appointments.

What is Product and State Selection?

Product and State Selection turns "what does this agency actually want to sell, and where?" into a structured record your team can act on. Each row pairs one product from your organization's catalog with the US states and territories the agency is requesting authority in, and shows the states authority has actually been approved in right beside it.

Who uses it. Licensing and onboarding managers at MGAs and carriers, typically while vetting a new agency or expanding an existing relationship into new states or product lines.

It lets you:

Record the agency's first product and the states it should be requested in, kicking off the requested-authority step of onboarding for that relationship
Add more products from your catalog as the agency expands what it sells through you
See, per product, the requested footprint next to the approved footprint so you can spot states that still need authorization
Adjust a product's requested-states list later when an agency takes on (or drops) states
Remove a product entirely when the agency is no longer pursuing authority for it

Note: Approved states are read-only on this tab. They are managed by your authority approval workflow on the agency's Authority page. Use this tab to capture the agency's ask; use Authority to grant or revoke.

Accessing Product and State Selection

Open the left sidebar and click Agencies.
Click any row in the Agencies table to open that agency's detail page.
Select the Product and State Selection tab in the tab strip.

Note: The tab is only visible to members whose role has update permission on agency authority. If your role cannot update authority, the tab is hidden from every agency.

Once open, the tab shows:

Element	Description
Page heading and help icon	The heading "Product and State Selection" sits next to a question-mark icon. Click it to open a popover that reads: "To create new products for your organization, go to Organization Settings → Products. Once created, they'll appear here under 'Add Existing Product'."
Helper text under the heading	"Configure the products and states this agency is requesting authority for. Changes here create or update the requested authority."
Add Existing Product button	Top-right of the tab. Opens the Add Product slide-over. Disabled when every product in your catalog has already been added for this agency, or while a save or remove on the tab is still in flight. Hover the disabled button for the reason.
Selection table	One row per product the agency has selected. Columns: PRODUCT, REQUESTED STATES, APPROVED STATES, and a row-level actions menu. Sorted by product name (A–Z) by default.
Empty state	When no products are selected, the table is replaced by a centered card reading "No products selected yet", with a link to Organization Settings → Products to define a new one.

Adding a Product to the Selection

When you'd do this. A new agency has just been associated with you and you need to record the first product they want to sell, or an existing agency has decided to take on another of your product lines.

Click Add Existing Product in the top-right of the tab.
The Add Product slide-over opens with the subtitle "Select a product and the states this agency is requesting authority in."
Fill in the fields:

Field	Required	Description
Product	Yes	The product from your organization's catalog. The dropdown defaults to "Select a product" and lists only products that have not already been added for this agency. Example: `Commercial Auto`, `Personal Umbrella`.
Requested States	Yes	The US states and territories the agency is requesting authority in for the selected product. Multi-select with a built-in Select All option. Type to search by full state name (for example, `Cali`) or two-letter code (for example, `CA`); options display as "California (CA)". Selected entries appear as a list below the search box.

Click Add Product to save. The button stays disabled until a product is picked and at least one state is selected, and it shows a loading indicator while the save is in flight to prevent double-submits.
On success the slide-over closes, a "Product Selection Saved" confirmation appears, and the product shows as a new row in the selection table.

Tip: When the agency is licensed nationwide for the product line, use Select All inside the Requested States field rather than picking states one at a time.

Note: Saving the first product with at least one requested state also marks the agency's Requested Authority onboarding step complete. Later additions keep that step complete.

Editing Requested States for a Product

When you'd do this. The agency has expanded into new states for a product they already sell through you, or they have decided to stop pursuing authority in a state and you want to update the request without removing the product.

Find the product row in the selection table.
Click the actions menu (the icon at the end of the row).
Choose Edit States (pencil icon).
The Edit Requested States slide-over opens with the product name shown at the top and the current requested-states list pre-populated in the multi-select.
Add or remove states in the Requested States field.
Click Save Changes to persist the new list, or Cancel to close without saving.

Note: Save Changes stays disabled until the selection differs from the saved list, so a no-op edit cannot be submitted by accident. Editing requested states never touches approved states — those change only through the authority approval workflow on the Authority page.

Removing a Product from the Selection

When you'd do this. The agency is no longer pursuing authority for a product, or the wrong product was added and you want to start over.

Find the product row in the selection table.
Click the actions menu at the end of the row.
Choose Remove Product (trash icon, shown in red).
A confirmation modal headed Remove Product appears:
- If the product has approved states, it warns: "This product has N approved state(s). Removing it will revoke all approvals. Continue?"
- If the product has no approved states, it asks: "Are you sure you want to remove "{Product Name}" from this agency's selection?"
Click Remove Product in the modal to confirm, or Cancel to abort. On success a "Product Removed" confirmation appears.

Warning: Removing a product that has approved states revokes those approvals. The action cannot be undone from this tab. Re-adding the product later creates a fresh entry with no approved states and only the requested states you set during re-add.

Note: Removing the last product — or leaving any product with an empty requested-states list — automatically reverts the agency's Requested Authority onboarding step back to incomplete so the overall onboarding status stays accurate.

Selection Table Columns

The table lists every product the agency has selected, sorted alphabetically by product name by default.

Column	Description
PRODUCT	The product name from your organization's catalog, in bold. Searchable by product name.
REQUESTED STATES	A row of state badges; each badge shows the state circle (two-letter code) plus the full state name. The first four states render inline; if there are more, click +N more to open a popover listing the rest. Sortable by count.
APPROVED STATES	Same badge layout as Requested States, and read-only on this tab. Sortable by count.
Actions	The row-level menu opened from the icon at the end of the row, with Edit States and Remove Product options. Both are disabled while a save or remove is in flight, to prevent overlapping changes.

An empty Requested or Approved state list renders as a single em dash (—).

Sorting and Searching

The selection table has no filter dropdowns; instead, use sorting and product search to find what you need.

Control	Type	Purpose	Example use
PRODUCT header	Sort	Order rows alphabetically by product name.	Default view (A–Z); click again to reverse.
REQUESTED STATES header	Sort (by count)	Order rows by how many states are requested.	Surface the highest-coverage products first.
APPROVED STATES header	Sort (by count)	Order rows by how many states are approved.	Spot products with the fewest approvals outstanding.
Product search	Text	Narrow the list to a single product.	Typing `Auto` finds "Commercial Auto".

Note: Sorting on REQUESTED STATES or APPROVED STATES sorts by the count of states, not by individual state codes.

Frequently Asked Questions

Why is the Add Existing Product button disabled? It is disabled in two cases. Either every product in your organization's catalog has already been added for this agency ("All available products have already been added."), or another add, edit, or remove is currently in flight ("Please wait for the current action to complete."). Hover the disabled button to see which case applies.

Where do the products in the dropdown come from? From your organization's product catalog, which you manage in Organization Settings → Products. Any product you create there becomes a selectable option on this tab for every agency that does not already have it added.

What is the difference between Requested States and Approved States? Requested States are what the agency is asking your organization to grant authority in for a given product. Approved States are what your organization has actually authorized for that product, set through the Authority page. They sit side-by-side so you can see at a glance which requests are still outstanding.

Can I edit Approved States from this tab? No. Approved States are read-only here. They reflect the authority approvals managed on the agency's Authority page.

What happens to approved states if I remove a product? Removing a product also revokes its approved states. The confirmation modal calls this out explicitly when approved states exist. There is no undo from this tab; re-adding the product creates a fresh entry with no approved states.

What does "Unknown product" mean in the table? A product was selected for this agency in the past, but its catalog entry has since been deleted from Organization Settings → Products. The row stays in the table so you can clean it up — open the actions menu and choose Remove Product to drop the orphan.

Why don't I see the Product and State Selection tab on this agency? The tab is only visible to members whose role has update permission on agency authority. If your role does not allow updating authority, the tab is hidden from every agency.

Does adding or removing a product change onboarding status? Yes. Saving the first product with at least one requested state marks the agency's Requested Authority onboarding step complete. Removing the last product, or leaving any entry with no requested states, reverts that step back to incomplete so the agency's overall onboarding status stays accurate.

Can two members edit the same agency's selection at the same time? The save handlers are race-safe. If two members add the same product simultaneously, only one entry is created and the later save updates the requested states on that single entry rather than creating a duplicate. If a product is removed during another member's edit, the edit reports the conflict and asks you to retry.

Best Practices

Curate the product catalog first. Keep Organization Settings → Products tidy before configuring agencies. Renaming a product later only updates its display label here; existing requested and approved states stay attached to it.
Set requested states deliberately. The requested-states list is the input to the rest of the authority workflow. Use Select All when the agency is licensed nationwide for a product line; otherwise pick states explicitly rather than guessing.
Check approved states before removing a product. Removing a product that has approved states revokes those approvals. If you only want to stop pursuing new states, edit the requested-states list down instead of removing the product outright.
Use the +N more popover for high-volume states. When an agency has more than four requested or approved states for a product, click +N more to inspect the full list, or sort the table by state count to surface the highest-coverage products first.
Coordinate with whoever manages Authority. Requested States are the agency's ask; Approved States are your organization's grant. Keep the two roles in conversation so requests do not sit idle and approvals do not exceed what was requested.

Agencies — Invite, add, bulk-upload, and monitor every agency associated with your organization.
Agency Overview — A single-glance summary of onboarding progress, producer agreement status, license and appointment coverage, and the agent roster for an agency.
Agency Tab (Agency Detail) — View and edit the core profile information, contact details, addresses, and resident-state licensing for an agency.
Agency Detail: Agents Tab — Manage every licensed agent associated with the agency and their NIPR data sync state.
Agency Agreements — Store, sign, and replace every contract you have with the agency, including the Producer Agreement.
Agency Contacts — Roster of every person at the agency, including the contract signatory who receives the producer agreement signing envelope.
Agency Documents — Repository for E&O, Cyber, Crime & Fidelity, W9, and other supporting documents collected alongside the relationship.
Agency Notes — Shared, auto-saving notebook for free-form context about the agency.
Payment Details — Bank account information used to remit commission payments to the agency.
Question Responses — Read-only view of how the agency answered your custom onboarding questions.
Requested Authority — Per-product, state-by-state map of where the agency has been requested in side-by-side with current authorization.
Agency Authority: Agency Tab — Grant or revoke state-level selling authority for a specific product at the agency level.
Agency Authority: Agents Tab — Review and manage state-level authorization for every licensed agent assigned to the agency.
Agency Appointments: Agency Tab — State-by-state command center for managing carrier appointments at the agency level.
Agent Appointments by State — Per-agent, state-by-state appointments map for the agency's agent roster.
Agency Licenses — Per-product, state-by-state compliance dashboard showing where the agency is licensed and appointed.
Agency Detail: E&O/Cyber Policies Tab — Every E&O, Cyber, and Crime & Fidelity policy assigned to the agency.
Regulatory Actions — Disciplinary history for the agency and any of its associated agents.
AML/OFAC Watchlist Screening — Screen the agency against global Anti-Money Laundering, sanctions, and watchlist databases.
Agency NIPR Addresses — Every address NIPR has on file for the agency, broken down by state and address type.
Agency NIPR Contacts — Contact information that NIPR has on file for the agency, broken down by state.
Agency Detail: NIPR Continuing Education Tab — Continuing education records reported by NIPR for each of the agency's agents.
Agency Detail: PDB Report Tab — Producer-Database-style compliance summary assembled from the most recent NIPR data sync.