Overview

The Question Responses tab on an agency detail page shows how that agency answered the custom onboarding questions your organization added to its onboarding form. It is a read-only view that onboarding, compliance, and underwriting teams use to confirm what an agency submitted, see which answers flagged the agency for extra review, and ground customer conversations in the exact response on file.

What is the Question Responses Tab?

Custom onboarding questions let you collect information beyond the standard fields Turris already captures (legal name, NPN, FEIN, addresses, contacts, agreements, and so on). The Question Responses tab plays the agency's submission back to you in the same shape you built it: the section headings, sub-headings, and dividers you laid out in your template, with each question and the agency's answer in order. You do not have to dig through email or attachments to see what the agency told you during onboarding.

Who uses it. Onboarding specialists, licensing managers, and underwriters at MGAs and carriers reach for this tab when they need to verify an agency's submission before approval, prepare a risk or underwriting decision, or answer an agency's question about a specific response.

Key things you can do here:

Confirm whether your organization currently has any custom onboarding questions configured for agencies.
Read each custom question and the agency's submitted answer in the exact order and grouping you designed in your onboarding form.
See which answers triggered pre-contract review, and the exact rule that flagged them, right beneath the answer that caused it.
Spot questions the agency skipped through a clear No answer placeholder.
Read each answer in the format it was originally captured in (text, number, currency, percentage, single-select, multi-select, or yes/no toggle), without having to interpret a raw value.

Note: Custom onboarding questions, their layout, and any review rules are defined in your organization's onboarding settings (Settings → Agency Onboarding → Custom Questions). This tab is the view-only counterpart that shows what each agency submitted; it does not let you edit answers.

Accessing the Question Responses Tab

Open Left sidebar → Agencies. The agencies list loads.
Click the row of the agency whose responses you want to review. The agency detail page opens with the Overview tab selected by default.
Click the Question Responses tab in the tab bar at the top of the detail page.

While the agency record is being fetched, the panel shows the branded Turris loading animation. Once the data loads, the tab renders exactly one of three states depending on how your custom questions are configured and whether the agency has answered them.

State	What you see	When it appears
No Custom Questions	A boxed message titled No Custom Questions reading "This agency does not have any custom onboarding questions configured."	Your organization has not added any custom onboarding questions to the agency onboarding form.
No Responses Yet	A boxed message titled No Responses Yet reading "The agency has not provided responses to the custom onboarding questions yet."	Custom questions are configured, but the agency has not yet submitted answers to them.
Question Responses panel	A panel titled Question Responses with the subtitle Custom onboarding information, laying out the agency's answers.	Custom questions are configured and the agency has submitted at least one answer.

Reading the Responses Panel

When the agency has submitted responses, the panel reconstructs your onboarding form: it walks the questions in the order you arranged them, reproduces the section headings, sub-headings, and dividers you used to organize the form, and shows each question's answer as a read-only card. On wide screens the question cards lay out in two columns; on narrower screens they stack into one. Headings and dividers always span the full width so they keep grouping the answers the way the agency saw them.

Element	What it shows
Section heading	A bold, full-width heading that starts a group of questions. If you left the heading blank, Section Heading is shown so the structure still reads. Any description you added appears in muted text beneath it, and any help text appears as a question-mark icon next to the heading.
Sub-heading	A smaller heading used to label a sub-group within a section. Shows Sub Heading if you left it blank, with its optional description in muted text below and any help text as a question-mark icon.
Divider	A horizontal line that visually separates one group of questions from the next.
Question label	The label you set for the custom question in your form. If a question was saved without a label, Empty question is shown so the answer still surfaces.
Answer value	The agency's submitted answer, formatted according to the question type (see the table below). Blank or skipped answers display No answer.
Help text	If you attached help text to a question, it appears in muted text directly beneath that question's answer.

Answer Formatting by Question Type

Each answer is rendered in the format that matches the question type the agency completed. Use this table when an answer's display does not look like the value you remember setting up in the form.

Question type	How the answer is shown
Text input	The exact text the agency submitted.
Number input	The number as submitted, with no extra formatting.
Currency input	A dollar sign followed by the value with two decimal places. Example: `$1250.00`.
Percentage input	The number followed by a percent sign. Example: `42%`.
Toggle (Yes/No)	`Yes` when the agency turned the toggle on, `No` when it was left off.
Single-select	The label of the option the agency selected.
Multi-select	All selected option labels, joined with commas. Example: `Auto, Home, Umbrella`.
Any question left blank	`No answer`.

Pre-Contract Review Flags

When you'd see this. You set a review rule on a custom question in your onboarding form (for example, "flag any agency whose projected premium is over $1,000,000"). When an agency's answer matched that rule at submission, Turris automatically routed the agency into pre-contract review, and this tab shows a warning directly beneath the answer that caused it, so you can see exactly which question and threshold flipped the agency into review.

The flag appears as a highlighted callout under the answer card that triggered it:

A warning triangle icon and the bold label Triggered pre-contract review.
A line in the form: Rule: this answer [comparison] [value]. For example, "Rule: this answer is greater than $1,000,000", "Rule: this answer is Yes", or "Rule: this answer is one of Bankruptcy, Litigation".

The comparison phrase reflects the rule you configured. The wording you will see and what each means:

Phrasing on the flag	Meaning
is / is not	The answer exactly equals (or does not equal) the rule value.
is greater than / is at least	The numeric answer is above the threshold (or at or above it).
is less than / is at most	The numeric answer is below the threshold (or at or below it).
is one of / is not one of	The selected answer is (or is not) among the listed options.
contains any of / contains all of / contains none of	For multi-select answers: the answer overlaps with, fully covers, or excludes the listed options.

Color	Label	Meaning	What to do about it
Yellow / warning	Triggered pre-contract review	The agency's answer to this question matched a rule you set, and the agency was automatically routed into pre-contract review before the relationship can be contracted.	Read the answer and the rule, then complete your pre-contract review for this agency before approving the relationship. Treat it as a prompt to dig deeper on that specific topic, not an automatic rejection.

Frequently Asked Questions

Why does the tab say "No Custom Questions" for this agency? Your organization has not configured any custom onboarding questions in the agency onboarding form. As soon as you add one in your onboarding settings, it will appear here for every agency that goes through onboarding from that point on.

Why does the tab say "No Responses Yet"? Custom questions are configured, but the agency has not yet reached or completed the relevant onboarding step. The tab will populate the next time the agency record is loaded after they submit answers.

Can I edit an answer on behalf of the agency from this tab? No. The Question Responses tab is read-only. If an answer needs to be corrected, ask the agency to resubmit the value through their onboarding workflow.

Why do some answers display as "No answer"? The agency reached that question during onboarding but did not enter a value. This is normal for optional questions or for questions the agency intentionally skipped.

What does the "Triggered pre-contract review" warning under an answer mean? That answer matched a review rule you configured on the question, so the agency was automatically flagged for pre-contract review. The line beneath the warning shows the rule (the comparison and the value) so you know exactly what to look into before approving the agency.

Why does this tab look like a copy of my onboarding form? By design. The tab reproduces the section headings, sub-headings, and dividers from your form so the agency's answers are grouped exactly the way they were collected, which makes a long submission far easier to scan.

Where do I configure or change the custom onboarding questions? In your organization's onboarding settings, under Settings → Agency Onboarding → Custom Questions. Changes you make there apply to future onboarding submissions; previously submitted answers continue to display under the label that was in effect when the agency answered.

Best Practices

Review responses as part of your approval workflow. Read this tab alongside the standard onboarding data so any custom information you require is verified before you approve the agency.
Resolve every pre-contract review flag before approving. When you see a Triggered pre-contract review callout, work the rule it names to its conclusion. The flag exists precisely because the answer needs a human decision.
Keep question labels concise and unambiguous. The label that appears on this tab is the same label the agency saw when answering, so clearer labels lead to clearer answers and fewer follow-up questions.
Use section headings and dividers to keep long forms readable. Because this tab mirrors your form's structure, the headings and dividers you add in the builder also organize the reviewer's view here.
Reserve required questions for genuinely required information. Optional questions that are commonly skipped show up as No answer and crowd the panel without adding value.
Quote responses verbatim during agency conversations. When you need to ask an agency about a specific answer, open this tab and reference the exact value on file rather than relying on memory or a verbal recap.

Agencies: the list of every agency your organization is associated with and the entry point to each agency's detail page.
Agency Overview: the landing page for an individual agency, with onboarding status, license and appointment coverage by state, and the roster of agents.
Agency Tab: the core agency profile, including identifying details, contact information, legal and mailing addresses, and resident-state license footprint.
AML/OFAC Watchlist Screening: screen the agency against AML, sanctions, and watchlist databases, either as a point-in-time check or via continuous monitoring.
Agents: the licensed-producer roster for the agency, with NIPR-backed compliance data per agent.
Contacts: owner, signatory, compliance, and onboarding contacts for the agency.
Documents: onboarding documents (E&O, Cyber, Crime & Fidelity, W9, and other supporting files) collected from the agency.
Agreements: the Producer Agreement and any supporting contracts on file with the agency.
Notes: a shared, auto-saving rich-text notebook for capturing free-form context about the agency.
Payment Details: the bank account information used to remit commission payments to the agency.
Product and State Selection: choose which of your products the agency is requesting authority for, and in which states.
Requested Authority: record the states each product has been requested in and compare against where the agency is already authorized.
NIPR Addresses: addresses NIPR has on file for the agency, one row per state and address type.
NIPR Contacts: business email, phone, and fax that NIPR has on file for the agency, one row per state.
NIPR Continuing Education: NIPR-reported continuing-education status for the agency's producers.
PDB Report: a Producer-Database-style consolidated compliance report for the agency.
Agency Appointments: Agency Tab: the state-by-state interactive map for managing the agency's firm-level carrier appointments.
Agent Appointments by State: manage carrier appointments for each individual agent at the agency, state by state and product by product.
Agency Authority: Agency Tab: grant, revoke, and audit the agency's state-level permission to sell each of your products.
Agency Authority: Agents Tab: confirm and manage which states each agent is authorized to write business in, per product.
Agency Licenses: per-product, state-by-state license and appointment compliance dashboard for the agency.
Agency E&O/Cyber Policies: E&O, Cyber, and Crime & Fidelity policies assigned to the agency.
Regulatory Actions: regulatory actions levied against the agency itself or any of its agents.