The Agents page is your master roster of every producer writing business across your agencies, so you can see at a glance who is licensed where, run a NIPR compliance pull when their data looks stale, move producers between branches without breaking their history, and pinpoint the few agents whose records are stuck in an error state.

The Agents page is where you keep your distribution roster current: adding new producers as they sign on, pulling fresh NIPR data when you need to verify licenses or appointments, reassigning agents when they change branches, and retiring producers who have left without losing their history.

Who uses it. Licensing managers, agency operations leads, and principals at carriers and MGAs who need to know which producers are placed at which downstream agencies, whether their compliance data is current, and whether any are flagged with errors. It is the daily working surface for the team responsible for keeping the producer roster clean.

You can:

Open Left sidebar → Agents. The page loads with the Agents breadcrumb at the top and the active producer roster in the table below.

If your organization's plan does not include the Agents feature, the Agents item is hidden from the left sidebar entirely. Contact your Turris administrator if you believe you should have access.

What's visible on the page:

Drilling into an agent. Click anywhere on a row except the selection checkbox or the Actions menu. You land on the agent's detail page, which exposes the Overview, Agencies, Licenses, Appointments, Authority, and PDB Report tabs covered in Related Pages.

If your organization has no agents yet, the page shows a No agents found message: "Agents will appear here once they are added to your agencies." If your filters or search exclude every row, you instead see No matching results: "No agents match your current filters or search. Try adjusting the status filter, agency filter, sync status, or search to see more results."

When you'd do this. A new producer has just been hired by one of your agencies and you want them in Turris immediately, so their licenses and appointments start syncing and they show up on every downstream view.

Note: You need at least one agency before you can add an agent. If your roster of agencies is empty, the Add Agent option is disabled and the tooltip reads "You need to add an agency first." Add the agency from Left sidebar → Agencies before returning here.

Tip: If the producer was previously deleted from this agency, you will see an "Agent Previously Deleted" alert instead of a generic error. Use the Status → Deleted filter to find their old record and Restore them rather than creating a duplicate.

When you'd do this. You are onboarding a new agency or migrating producers from another system, and you have their data in a spreadsheet. The bulk-add flow uses AI to map your columns, run validation, check NIPR, and deduplicate against existing producers, so a hundred-row roster does not become a hundred clicks.

Tip: If you have to leave the wizard, navigate back to Left sidebar → Agents at any time. The completion alert and table refresh fire from the same background event regardless of which page you are on when the job finishes.

Note: Closing the wizard before you submit cancels the in-progress import so it does not linger on the server. Your file and any work you did in the wizard are discarded, and you start fresh next time.

When you'd do this. A producer is moving from one of your agencies to another, or you need to add an existing producer to additional agencies. Re-assigning preserves their history, sync data, and identity rather than forcing you to delete and re-add the producer at the destination.

Note: Re-assignment does not pull fresh NIPR data. If you want updated licenses or appointments at the destination agency, run Synchronize Compliance Data on the affected agents afterwards.

When you'd do this. You need an up-to-the-minute view of a producer's NIPR licenses and appointments before doing something license-sensitive (writing a new state, renewing an appointment, signing a producer agreement). Synchronization pulls the current NIPR record into Turris.

You can sync for one agent or for many at once.

Warning: Each NIPR compliance data sync incurs a per-agent charge according to your contractual terms. Selecting hundreds of agents triggers hundreds of charges. Filter the table down (for example, by Sync Status → Not Started) before selecting the bulk-sync target so you do not re-pay for agents whose data is already current.

Note: Very large requests may be capped. When that happens, a "Partial sync started" warning alert tells you how many were queued and how many remain (for example, "60 of 100 agents queued for sync. Repeat to process the remaining 40 agents."). Run the action again on the leftover agents to finish.

When you'd do this. A producer's name or email has changed, or you entered the wrong NPN and need to correct it. The Update action is available only on active agents that belong to at least one agency.

Warning: Changing an agent's NPN re-resolves their identity against NIPR and re-syncs their compliance data. Only do this to correct a genuinely wrong NPN, not to swap one producer for another.

When you'd do this. A producer has left every one of your agencies and you no longer want them on the active roster. Delete is a soft-delete: the record is preserved and the agent can be restored at any time.

Note: Deleting an agent removes them from every active agency association in a single operation. If you only want to remove the agent from one agency (and keep them placed at the others), use Re-assign to Agency and uncheck only the agency you want them removed from.

When you'd do this. You soft-deleted an agent by mistake, or a producer has come back to one of your agencies and you want their previous record reactivated rather than re-created.

Re-assigning and synchronizing both act on whatever agents you have selected. Selection persists as you page through the table.

Warning: If too many agents match your filters to act on at once, the banner instead reads "N agents match these filters - too many to act on at once. Refine the filters and try again." Narrow the Agency, Status, Sync Status, or search filters and try again.

The filter panel sits above the table; use it to narrow the list before selecting rows for a bulk action.

The search box above the table matches against:

Multi-word queries match across name parts, so typing Michael Mellars finds the agent when one word matches the first name and the other matches the last name. The search box does not match email addresses or agency names; use the Agency dropdown to narrow by agency.

Tip: Hover the information icon at the right of the filter panel for a quick reminder of what each control does. The tooltip reads: "Filter agents by status, agency, or compliance sync status. Active agents are shown by default; toggle to Deleted to view soft-deleted agents."

The Compliance Data Synchronization column shows the result of the most recent NIPR pull on the agent's first agency association.

Why is the Agents item missing from my left sidebar?

The Agents page is gated by the Agents product feature. If your plan does not include it, the navigation item is hidden. Contact your Turris administrator to confirm your subscription tier.

What is the difference between Add Agent and Bulk-Add Agents?

Add Agent is a guided slide-over that creates one producer at a time and is best when you have a handful of new hires. Bulk-Add Agents opens a wizard that uses AI to map your spreadsheet columns to Turris fields, validate every row, check each NPN against NIPR, and deduplicate against existing producers before committing.

What does soft-delete mean?

A soft-deleted agent is hidden from the default Active view, but their record is preserved in Turris. Switch the Status filter to Deleted to view soft-deleted agents, then use Restore in the row's Actions menu to bring them back. No data is lost.

Can I place the same agent at multiple agencies?

Yes. The Agencies column shows every agency where the producer is placed. If the agent belongs to more than one, a +N more link expands a popover listing each association.

Why is the green sync button missing on some rows?

The inline green cloud-download icon only appears when the agent's sync status is Not Started and an NPN is on file. If the agent has no NPN, run Update to add one before sync can be initiated. If the sync has already started (Queued, Processing, Success, or Error), use Actions → Synchronize Compliance Data in the bulk-action menu to re-trigger it.

Can I change an agent's NPN after they have been synced?

Yes. The NPN is editable at any time in the Update Agent slide-over. Because changing it re-resolves the producer against NIPR and re-syncs their compliance data, a Change Agent NPN confirmation appears before the change is saved. Use this only to fix a wrong NPN, not to swap producers.

How does Re-assign handle agents who currently work at multiple agencies?

In the Re-assign Agents slide-over, every existing source agency is checked, meaning the agent will be removed from each of them by default. Uncheck the source agencies you want the agent to remain placed at before clicking Re-assign.

Why am I being charged for compliance data synchronization?

Each NIPR pull incurs a per-agent charge according to your contractual terms. For bulk syncs Turris surfaces this in two confirmation modals before any charges are incurred, and the final modal shows the exact count of agents that will be billed.

A bulk sync of a hundred agents only queued sixty. What happened?

Very large bulk syncs may be capped per request. When the system caps the batch, a "Partial sync started" warning alert tells you how many were queued and how many remain. Run the action again on the leftover agents to finish the batch.

If you have questions about the Agents page or encounter any issues, contact our support team at support@turris.com.