Overview

The Agencies tab on an agent's detail page is where you see every agency this producer is on the roster of inside your tenancy, confirm how each placement was created, check whether their compliance data has synced for that agency, and add the agent to more of your agencies without leaving the screen.

What is the Agencies Tab?

The Agencies tab answers "which of my agencies has this producer, and is their compliance data current for each one?" in a single view. Every row is one association between the agent and an agency, and a single Associate action lets you place the same agent onto any of your agencies that doesn't already have them on file.

Who uses it. Licensing managers and operations leads at upstream entities (carriers, MGAs, and brokers) use this tab while reviewing where a producer is placed, reconciling NIPR compliance results across branches, or onboarding the same producer into additional agencies.

Key capabilities:

See every agency this agent belongs to in your tenancy, with one row per placement
Confirm how each placement was created (Invitation, Addition, Bulk-upload, Market, or Hubspot Sync)
Spot agencies where the agent's compliance data sync is failing, queued, or has not run yet
Read the underlying NIPR or processing error message without leaving the page
Switch between Active and Deleted placements to audit current versus historical relationships
Add the agent to more of your agencies through the Associate slide-over

Accessing the Agencies Tab

Open Left sidebar → Agents. The agent roster loads.
Click any row in the list. The agent detail page opens with the Overview tab selected by default.
Click the Agencies tab in the tab bar beneath the agent header.

What's visible on the page

Element	What it shows
Agent header	Circular initials avatar, the agent's full name, NPN with a copy-to-clipboard icon next to it, and the agent's email when one is on file
Breadcrumbs	Agents → the agent's full name
Section title	Agencies
Associate button	Top-right of the section; opens the Associate Agent slide-over
Status filter	Two pills, Active and Deleted, sitting above the table
Agencies table	One row per agency placement; gains search, sort, and pagination once the list exceeds ten rows

Click any column header to sort by that column. The table is searched through the page's search box, which matches the Agency and Email columns.

Agencies table columns

Column	What it shows
Agency	Agency legal name with the first two letters of the name in a circular avatar. When the Branch name differs from the legal name, the branch appears in smaller text underneath.
Email	The contact email recorded on this placement. Shows an em dash (—) when none is on file.
Source	A badge naming how the placement was created: Invitation, Addition, Bulk-upload, Market, or Hubspot Sync. Shows an em dash (—) when the source is not recorded.
Compliance Data Synchronization	A colored status badge for this agent's NIPR compliance data sync within that agency (Not Started, Queued, Processing, Success, Error, Not Applicable, or No Data). When the status is Error or No Data, a question-mark icon appears next to it that reveals the underlying NIPR or processing message on hover.

Associating the Agent with an Agency

When you'd do this. A producer you already track in Turris has started writing for another one of your agencies — a new branch, a partner agency in your tenancy, or a market you onboarded last week — and you want to record that placement so their compliance data and appointments are tracked under the new agency too.

From the Agencies tab, click the Associate button in the top-right of the section. The Associate Agent slide-over opens with the subtitle "Select agencies to associate this agent with."
The slide-over lists every agency in your tenancy that does not already have this agent on file. Tick the checkbox on each agency you want to add the agent to. Selected rows highlight.
The button at the bottom updates to Associate (N), where N is the number of agencies you selected.
Click Associate (N) to submit. While the request is in flight the button reads Associating... and is disabled.
On success an Agent Associated confirmation appears, the slide-over closes, and the agencies table refreshes with the new rows.

Each placement created here is recorded with a Source of Addition.

Note: If the slide-over reads "No available agencies to associate with," every agency in your tenancy already has this agent on its roster. Add or invite the missing agency from the Agencies page first, then return to this tab.

Tip: Adding an agent to an agency on this tab is the inverse of adding the agent on an agency's Agents tab. Both paths produce the same placement, so use whichever screen matches the workflow you are already in.

Filtering and Searching

The Status filter sits directly above the table; the search box lives in the page header. By default neither pill is selected and the table lists all placements, active and deleted. Click a pill to narrow the list.

Filter	Type	Purpose	Example use
Active	Badge toggle	Show only placements that are still active.	Confirm the agencies a producer is currently writing for.
Deleted	Badge toggle	Show only placements that were previously removed.	Audit when a producer was de-rostered from a branch.

The two pills can be combined to see active and deleted placements together. Deselecting both pills returns the table to listing every placement.

The search box matches the Agency name (including branch name) and the contact Email. Partial matches work — typing Trav finds every placement whose agency name contains "Travelers".

Compliance Data Synchronization States

Each row shows this agent's NIPR compliance data sync status for that agency as a colored badge. A producer can show different statuses across different agencies because the sync runs per placement. Use the table below to read the badge and decide what to do next.

Color	Label	Meaning	What to do about it
Neutral	Not Started	A NIPR compliance pull has not run yet for this agent at this agency.	Run a NIPR compliance pull for the agent from the Agents roster, or wait for the next scheduled sync.
Blue	Queued	The sync request has been accepted and is waiting for a worker to pick it up.	No action; refresh shortly.
Yellow	Processing	A worker is actively pulling and ingesting the agent's NIPR data for this agency.	No action; refresh shortly.
Green	Success	The most recent sync completed without error.	None — this agent's compliance data for the agency is current.
Red	Error	NIPR returned an error, or our worker failed while processing NIPR's response.	Hover the question-mark icon next to the badge to read the exact NIPR or processing message, then correct the issue and re-run the pull, or open a support ticket with the message included.
Neutral	Not Applicable	This agent has no NPN on file, so a NIPR compliance sync cannot be run.	Add the agent's NPN on the agent's detail page; compliance data is keyed by NPN.
Neutral	No Data	NIPR responded but had no compliance data on file for this agent's NPN.	Hover the question-mark icon to read NIPR's exact message. Confirm the agent's NPN is accurate; if it is, NIPR has no record to return.

Tip: The question-mark icon only appears on the Error and No Data statuses — it is the fastest path to a fix because it carries the exact message returned by NIPR or by our processing pipeline.

Frequently Asked Questions

Why does the same agent appear under multiple agencies?

A producer can be on the roster of several agencies inside your tenancy. The master Agents roster collapses them to a single row, while this tab lists every placement so you can see each agency the agent belongs to.

Why is the Compliance Data Synchronization column showing "Not Started"?

A NIPR compliance pull has not run yet for this agent at that agency. Run a sync for the agent from the Agents roster, or wait for the next scheduled NIPR sync.

Why is the Associate Agent slide-over empty?

Every agency in your tenancy already has this agent on its roster, or you have not added any agencies yet. Add or invite agencies from the Agencies page, then return to this tab.

Can I remove the agent from an agency from this tab?

Removing an agent from an agency is done on the agency's Agents tab, not on this screen. After the removal, click the Deleted pill on this tab to confirm the placement now appears with that status.

Why does an Active placement show "Not Applicable" for compliance sync?

This agent does not have an NPN on file. Compliance data is keyed by NPN, so without one a NIPR sync cannot run for the producer.

What happens when I select several agencies at once in the Associate slide-over?

Each selected agency is added independently. When the action finishes you see a single Agent Associated confirmation, the slide-over closes, and the agencies table refreshes with every new row.

Best Practices

Click the Active pill when reviewing today's placements. It mirrors the working view a licensing manager needs and hides historical removals that would otherwise add noise.
Use the search box on long rosters instead of scrolling. It matches both the agency legal name and the contact email, so a partial match on either narrows the list quickly.
Investigate red statuses before opening a support ticket. The question-mark popover next to every Error or No Data badge contains the raw NIPR or processing message — paste that message into the ticket to skip a round-trip with support.
Confirm the agent's NPN in the header before associating with new agencies. A correct NPN is what lets NIPR find the producer; an incorrect NPN propagates a sync failure to every new placement.
Use the bulk re-assign flow on the main Agents roster for multi-agent moves. The Associate slide-over here is built for placing one agent onto many agencies; moving many agents onto one agency is faster from the Agents roster.

Agents — Master roster of every producer writing business across your agencies, with NIPR compliance pulls, cross-branch moves, and error triage.
Overview Tab — The agent's identity paired with a snapshot of every agency in your tenancy where the agent is placed.
Authority Tab — Agency-by-agency view of every product the agent is requested or approved to write, with a state-by-state license-and-authority map.
Licenses Tab — Every state the agent is licensed in, what each license authorizes, and renewal dates, pulled from the latest NIPR Producer Database sync.
Appointments Tab — Every state-level carrier appointment Turris has synced from NIPR for the producer, with renewal timing.
PDB Report Tab — A single-screen, Producer-Database-style compliance summary of the agent's identity, licenses, appointments, and regulatory history.