Overview

The Authority page for an agent shows, agency by agency, which products that producer has been set up to write and a state-by-state map that overlays their license status against their authorization status for each product. Use it to confirm an agent is authorized everywhere they hold a license, and to spot agencies where authorization has fallen behind.

What is the Authority Page?

The Authority page is the consolidated, read-only view of one producer's writing authority across every agency they belong to in your tenancy. For each agency it rolls up how many of that agent's products are fully authorized, and lets you open a U.S. map that shades each state by the agent's combined license-and-authority standing for the product you pick.

Who uses it. Licensing managers, compliance analysts, and agency principals reviewing an individual producer. Typical activity: confirming an agent is authorized everywhere they are licensed before submitting an appointment, or auditing why an agent looks non-compliant for a particular product line.

What you can do from this page:

See, per agency, how many of the agent's products are fully authorized, expressed as a X/Y products badge.
Tell at a glance which agencies have an authorization gap from the badge color (green, yellow, red) without expanding anything.
Expand any agency to open the License Status by State map and read where the agent stands across every state for a chosen product.
Switch between products with the Product dropdown to compare each product's footprint without leaving the page.
Click any state to read its exact License Status and Authority Status in a tooltip.
Know instantly when an agency's data is not usable yet, because a Data Synchronization Required notice replaces the map until that agency's NIPR sync finishes.

Note: This page is read-only. To grant or revoke authority for an agent, use the agency-level Authority section in the left sidebar (which exposes per-state toggles and bulk operations).

Accessing the Authority Page

Open Left sidebar → Agents. The agent roster loads.
Click any agent row to open their detail page. The Agents item in the left sidebar unfolds to reveal that agent's navigation: CRM, License Compliance, Licenses, Authority, Appointments, and Regulatory Actions.
Click Authority in that unfolded list.

The breadcrumb at the top reads Agents / agent name / Authority, and the page header shows "[Agent Name]'s Authority" with the subtitle Per-agency authority and product approvals.

The page is an accordion: one row per agency the agent is associated with, sorted alphabetically by agency name. The first agency is expanded automatically.

Element	What it shows
Agency avatar	A 36-pixel circle showing the first two letters of the agency's legal name, in uppercase.
Agency Name	The agency's legal name.
Branch Name	The branch name, shown as smaller subtext beneath the agency name. Omitted when the association has no branch.
Product authorization badge	A pill on the right of the row reading `X/Y products`. Green when every product is fully authorized, yellow when some are, red when none are. Hidden entirely when the agent has no products set up at that agency.

Click any agency row to expand or collapse it. The expanded panel shows either the Data Synchronization Required notice or the License Status by State map (both described below).

If the agent has no authority data on file for any agency, the page shows a single card with a shield icon, the headline No authority data available, and the helper text "Authority will appear once products are configured for this agent."

Reviewing an Agent's Authority by Agency

When you'd do this. You are preparing an appointment submission for a producer and need to confirm they already hold authority for the requested product in every state they are licensed in, agency by agency.

Find the agency in the accordion. Agencies are listed alphabetically.
Read the X/Y products badge to gauge the agent's footprint with that agency before opening it. A green badge means full coverage and you can move on; yellow or red flags an agency that needs a closer look.
Click the agency row to expand it.
If the agent's compliance data has not finished syncing with NIPR for that agency, the panel shows a Data Synchronization Required notice reading "Please synchronize this agent's compliance data to view authority details." Run a NIPR compliance sync for the agent (from the Agents roster or the agent's CRM → Agencies tab) and come back once it completes.
Once the sync is complete, the panel shows the License Status by State map for that agency. Use the Product dropdown at the top right of the map to switch products.
Read the five-category legend beneath the map to see how the agent's states break down for the selected product.

Tip: A product counts as "fully authorized" only when every state it touches (requested or approved) has been approved, and at least one state exists. A 0/Y products badge most often means states have been requested but not yet approved, rather than nothing being set up. Expand the row to confirm which.

Viewing License and Authority Status by State

When you'd do this. An agency shows a yellow badge and you want to pinpoint exactly which states have an authority gap for a given product.

Expand the agency row.
Pick a product from the Product dropdown in the top right of the map. The map redraws for that product.
Click any state on the map to open its tooltip.
The tooltip shows:
- The state name as the heading, with the two-letter state code in parentheses (for example, Texas (TX)).
- A License Status badge showing the agent's license standing in that state (Compliant, Appointed, Not Required, Missing License, Missing LOA, Expired License, or Missing Carrier), or Not Placed when no license is on file.
- An Authority Status badge showing Authorized (green), Unauthorized (red), or N/A (neutral) when no authority record exists for that state and product.
Click the same state again, click another state, click outside the map, or press Escape, Enter, or Space to close the tooltip.

States with no license data for the agent open a slim tooltip showing only the state name and code.

Filtering and Searching

This page has no filter bar or search box. You narrow what you see in two ways:

Control	Type	Purpose	Example use
Agency accordion	Expand / collapse rows	Focus on one agency at a time.	Reviewing a producer who writes at five agencies? Expand only the one you are appointing them at.
Product dropdown	Single-select dropdown (per agency map)	Redraw the map for a different product.	Switch from Commercial Auto to General Liability to compare each product's state footprint.

The Product dropdown lists the products your organization offers, so a product can appear there even when the agent has no authority set up for it. In that case the map shows the agent's license layer with no authorization overlay.

Visual Indicators

The agency-row badge condenses the agent's product authorization at that agency into one pill:

Color	Label	Meaning	What to do about it
Green	`X/Y products` where `X` equals `Y`	Every product the agent is set up with at the agency is fully authorized (every state it touches is approved).	No action needed. Move to the next agency.
Yellow	`X/Y products` where `X` is above 0 but below `Y`	Some, but not all, of the agent's products are fully authorized.	Expand the row, switch through each product, and find which still have unapproved states.
Red	`X/Y products` where `X` is 0	None of the agent's products are fully authorized.	Expand the row and confirm whether requested states are pending approval or whether new requests are needed.
(none)	badge omitted	The agent has no products set up at this agency.	Use the agency-level Authority section to add products before authority can be tracked here.

The License Status by State map shades each state by the agent's combined license-and-authority standing for the selected product:

Color	Label	Meaning	What to do about it
Solid red	Not Licensed / Authorized	The agent is authorized for the product here but their license is not compliant.	Highest-priority gap: authority alone does not let an agent write business. Fix the license, or remove the authority if the state is out of scope.
Soft red	Not Licensed / Unauthorized	The agent has neither a compliant license nor authority here.	No action unless this state should be in scope. If it should, fix the license, then authorize.
Soft yellow	Licensed - Unauthorized	The agent's license is compliant but they are not authorized for the product.	Authorize the agent for this state from the agency-level Authority section.
Soft green	Licensed - Authorized	The agent is fully compliant on license and fully authorized for the product.	No action needed.
Neutral	Product Not Sold	The product is not in play for this state.	No action needed.

Note: On this map, "Licensed" means the state license status is Compliant. A state where the agent holds a license that is missing an LOA, expired, or otherwise not compliant is shaded as "Not Licensed" even though a license exists. Click the state to read the exact license status in the tooltip.

Additional cues:

States with no data for the agent appear faded and grey rather than in one of the five colors above.
A Data Synchronization Required notice replaces the entire map when the agent's NIPR data has not finished syncing for that agency. The license layer cannot be drawn without it.

Frequently Asked Questions

Why is an agency missing from this list? The agent must be associated with that agency before any authority appears. Open the agent's CRM view, select the Agencies tab, and add the association, then return here.

Why does an agency show "Data Synchronization Required" instead of a map? The agent's compliance data has not finished syncing with NIPR for that agency. Run a NIPR sync for the agent and reload once the sync status reaches Success.

Can I authorize or unauthorize an agent from this page? No. The Authority page on an agent's detail is read-only. To change authority, use the agency-level Authority section in the left sidebar, which exposes the per-state toggle and bulk operations.

What does the X/Y products badge actually count? Y is the number of products the agent has been set up with at that agency. X is how many of those have every state they touch approved, with at least one state on file. A product with no states is not counted as fully authorized.

Why is a state shaded solid red even though no license is on file? Solid red means the agent has authority for the product there, but their license layer is not compliant. It is shown brightly because authority without a compliant license is usually a real exposure: the agent cannot legally write the business.

Why does the Product dropdown list a product the agent isn't set up for? The dropdown lists every product your organization offers, not just the agent's products. Picking a product the agent has no authority for draws the license layer with no authorization overlay. This is useful for checking license coverage, but expect an empty Authority Status on every state.

Does authority here drive appointment status? No. Authority and appointments are tracked separately. Use the Appointments view in the agent's navigation to review appointment status and renewal dates.

Best Practices

Run a NIPR sync before reviewing a newly added agent. The map cannot draw a license layer for any agency that has not completed its first sync, so you will see Data Synchronization Required instead of useful data.
Use the badge color as a triage filter. Skip green agencies, open yellow ones to find partial gaps, and treat red ones as a full review.
Cycle through every product on a yellow agency. One fully authorized product can mask another with significant gaps, so switch products in the dropdown rather than judging the agency from the first map you see.
Resolve solid-red states first. Solid red means authority exists without a compliant license, the riskiest combination from a compliance standpoint.
Come back here after onboarding new products or agencies. New products sit at 0/Y until their requested states are approved, and the badge color is the fastest signal that follow-up is required.

Agents: Your master roster of every producer writing business across your agencies, with NIPR sync and branch-reassignment tools.
Agent: Overview Tab: The default landing view for an agent, pairing their identity with a snapshot of every agency they are placed at.
Agent Detail: Agencies Tab: Every agency the producer writes for in your tenancy, how each association was created, and where you add the agent to more agencies.
Agent: Licenses Tab: Which states the agent is licensed in, what each license authorizes, and when each comes up for renewal, from the latest NIPR sync.
Agent: Appointments Tab: Every state-level carrier appointment Turris has synchronized from NIPR for the producer.
Agent Detail: PDB Report Tab: A single-screen, Producer-Database-style compliance summary for the agent, exportable as a PDF.