Overview

The Requested Authority tab on an agency's detail page is where you record, for each of your products, the states an agency is asking to write business in, and compare that intent side by side with the states the agency is already authorized to write in today. Every product gets its own interactive US map and a four-tile scoreboard, so you can see at a glance where requests outrun authorization and where authorization sits unused.

What is Requested Authority?

Requested Authority is your record of which states an agency wants to sell each of your products in, kept separately from the agency's actual authorizations so your compliance, licensing, and onboarding teams can drive appointment and license follow-up from a single picture of intent versus reality.

Who uses it. Licensing managers and onboarding leads at MGAs and carriers, usually during initial agency onboarding and whenever a product's geographic footprint changes.

On this tab you can:

See every one of your organization's products in a collapsible accordion, with the first product expanded by default.
For each product, view an interactive US map shaded by the agency's requested-versus-authorized status across all 54 territories.
Toggle an individual state on or off for a product by clicking it on the map.
Flip every state at once for a product using Select All or Deselect All.
Hover any state to confirm its name, postal code, and its Requested and Authorized status in a tooltip.
Read a four-tile summary beneath each map that counts the states in every combination of requested and authorized.

For agencies that joined through the invitation flow, the tab is read-only on your side: invited agencies record their own requested authority during onboarding, so you see the data without edit controls.

Accessing Requested Authority

Open Left sidebar → Agencies. The list of agencies you work with loads.
Click any row to open that agency's detail page.
Select the Requested Authority tab from the tab bar at the top of the page.

The Requested Authority tab appears only if you have read access to authority for your organization. When the tab loads, the panel header reads Requested Authority with the prompt "Select the states for which this agency requests authority, per product," followed by one accordion section per product. The first product is expanded by default; the rest are collapsed.

Element	Meaning
Product name	The name of one of your organization's products as configured in Turris.
X requested	The number of states currently flagged as requested for that product (shown in the section header as `X requested · Y authorized`).
Y authorized	The number of states where the agency is already authorized to write that product.

Click a product header to expand its panel and reveal the states counter, the Select All / Deselect All controls, the US map, and the four summary tiles.

Note: If no products are configured for your organization, the tab shows a No Products Available message ("No products are configured for this upstream entity. Products must be created before requested authority can be set.") instead of the accordion. Create your products first, then return here to record requested authority.

Editing Requested States

When you'd do this. During initial agency onboarding, after the agency takes on a new product, or whenever the geographic plan for an existing product changes.

Expand the product's accordion section.
To toggle a single state, click it on the US map. Each click flips that state between requested and not requested.
To request every state and territory at once, click Select All above the map.
To clear every requested state, click Deselect All above the map.

There is no separate Save button. Each click is saved immediately, and the map updates optimistically so the new color appears right away while the change is written. The counter above the map (X of 54 states requested) updates as you go, and the X requested · Y authorized numbers in the section header refresh once the change settles.

Tip: Use Select All as a starting point for products you expect to sell broadly, then click off the exceptions. For narrowly licensed products, start from an empty map and add states one at a time.

Note: Changing requested states updates your internal record of intent only. It does not create, request, or terminate any carrier or state appointments. Appointment work continues to live under the Appointments tab, and authorization grants under the Authority tab.

Warning: If a save fails (for example, your session expired or the network dropped), the optimistic change is rolled back to its previous value and a Failed to update requested authority error alert appears. Refresh the page and try the change again.

Reading the Map

Each state is shaded to reflect the combined requested + authorized status for that product. The same four buckets are mirrored in the summary tiles beneath the map.

Color on map	Label in summary	Meaning	What to do about it
Green	Requested & Authorized	The agency is requesting business here and is already authorized to write.	Nothing — coverage matches intent.
Yellow	Requested & Unauthorized	The agency is requesting business here but does not yet have authorization.	Treat as a work queue — drive licensing, appointment, and authority work to close the gap.
Blue	Not Requested & Authorized	The agency holds authorization here but you have not requested business.	Decide product by product whether to expand the request footprint to use the existing authorization.
Light grey	Not Requested & Unauthorized	The agency neither requests nor is authorized to write here.	No action needed — both sides are aligned at "not covered."

Hover any state to open a tooltip showing the state name and postal code (for example, Texas (TX)), plus a Requested / Not Requested indicator and an Authorized / Unauthorized indicator. The map covers all 50 US states, the District of Columbia, and the US territories Guam, Puerto Rico, and the Virgin Islands — 54 selectable territories in total per product. The four small territory boxes (PR, VI, GU, DC) sit beside the map and are clickable just like the states on it.

The four summary tiles count every territory on the map, so the four numbers always add up to 54. Use them as a quick coverage pulse for each product:

A high Requested & Unauthorized count points to outstanding licensing or appointment work.
A high Not Requested & Authorized count flags spare authorization that could be put to use.

Frequently Asked Questions

What's the difference between "Requested" and "Authorized"?

Requested is your side's intent — the states you have agreed to route business in for this agency, per product, and the value you control on this tab. Authorized reflects the agency's actual ability to write that product, drawn from the authority and appointment records maintained elsewhere in Turris. Authorized values are read-only here.

Why can't I edit the map for this agency?

The tab is read-only when the agency joined through the invitation flow. Invited agencies record their own requested authority during their onboarding, so your side displays the data without edit controls. For agencies you added directly, the map is editable as long as you have update access to the agency.

Why did my change just revert?

If the save fails — for example, the network dropped or your session expired — the optimistic update is rolled back to its previous value and a Failed to update requested authority alert appears. Refresh the page and try again. If the error persists, contact support.

What does the count of 54 represent?

The map includes all 50 US states, Washington DC, and three US territories (Guam, Puerto Rico, and the Virgin Islands), for a total of 54 selectable territories per product.

Can I copy requested states from one product to another?

Not directly from this tab. The fastest workaround is to click Select All on the second product and then click off the states that don't apply.

Do changes here affect the agency's appointments?

No. Changing requested states updates your internal record of intent only. It does not request, create, or terminate any carrier or state appointments. Those actions live under the Authority and Appointments tabs.

Best Practices

Set requested authority during onboarding. Confirming the requested states up front gives every downstream feature — compliance dashboards, appointment workflows, reporting — the context it needs to highlight gaps.
Work the Requested & Unauthorized bucket regularly. This is the actionable bucket: every state in it is one the agency has been promised but cannot yet write business in. Use it as a worklist for licensing and appointment follow-up.
Use the Not Requested & Authorized bucket as a growth signal. When an agency holds authorization in states you haven't requested, that's spare capacity. Decide product by product whether to expand the request footprint.
Re-check after appointment or authority changes. When appointments or authority grants change, the Authorized count refreshes. States can move between buckets, so revisit this tab after any meaningful change.
Pair Select All with surgical exclusion. For broad-coverage products, start with Select All and click off the exceptions. For narrowly licensed products, start from an empty map and add states one at a time.

Agencies — The list of every downstream agency you distribute through, with onboarding progress, hierarchy, and quick access to each agency's detail page.
Agency Overview — A single read-only summary of who the agency is, how far along it is in onboarding, where it is licensed and appointed, and which agents and contacts sit underneath it.
Agency Tab (Agency Detail) — The core profile of the agency — identifying details, contact information, addresses, and resident-state license footprint.
Agency Detail: Agents Tab — The licensed-producer roster for the agency, with on-demand NIPR pulls and per-agent compliance drill-downs.
Agency Contacts — The roster of people at the agency who own the relationship, sign the producer agreement, handle compliance, or receive onboarding emails.
Agency Documents — Every supporting document collected during and after onboarding, including E&O, Cyber, Crime & Fidelity policies, and the W9.
Agency Agreements — Storage, signing, and replacement of every contract you have with the agency, starting with the Producer Agreement.
Agency Notes — A shared, auto-saving rich-text notebook for free-form context, call summaries, escalation history, and internal reminders.
Payment Details — The bank account you remit commission payments to for the agency, either captured from a voided cheque or entered by hand.
AML/OFAC Watchlist Screening — Point-in-time or continuous screening of the agency against AML, sanctions, and watchlist databases.
Agency Product and State Selection — The starting point for the appointment and licensing workflow — which products the agency is requesting authority for and in which states.
Agency Authority: Agency Tab — State-level grant, revoke, and audit of the agency's permission to sell each of your products.
Agency Authority: Agents Tab — Per-product confirmation of which states each individual producer is allowed to write business in.
Agency Appointments: Agency Tab — State-by-state command center for managing carrier appointments at the firm level.
Agent Appointments by State — Per-agent management of carrier appointments, state by state and product by product.
Agency Licenses — Per-product, state-by-state license and appointment compliance dashboard for the agency.
Agency Detail: E&O/Cyber Policies Tab — Verification, request, correction, and upload of the agency's professional liability, cyber, and crime coverage.
Agency NIPR Addresses — Every address NIPR has on file for the agency, one row per state and address type.
Agency NIPR Contacts — Business email, business phone, and fax NIPR has on file for the agency, one row per state.
Agency Detail: NIPR Continuing Education Tab — NIPR-reported CE status, renewal dates, and outstanding credit counts for every license and line of authority each agent holds.
Agency Detail: PDB Report Tab — A Producer Database style compliance summary that consolidates firmographics, addresses, licenses, appointments, and regulatory actions for the agency.
Agency Detail: Question Responses Tab — How the agency answered the custom onboarding questions your organization configured in its onboarding template.
Regulatory Actions — Every regulatory action levied against the agency itself and the agents associated with it.