The Actions Required tab is a single prioritized worklist of every agency, agent, state, and product combination on your book where an appointment, authorization, or licensing step is blocking compliant production. It is where your team starts the day to clear those gaps one row at a time, taking the exact carrier-side action each row is eligible for without hunting through individual entity profiles.

Actions Required scans every association you have with a downstream agency or agent, walks each product and state they are configured for, and surfaces only the rows that are not in a clean licensed, authorized, and appointed posture. For each row it offers the one or two actions that will move it back toward compliant, and it removes the row once that action resolves the gap.

Who uses it. Licensing, contracting, and operations managers at carriers and MGAs who own the running backlog of new appointments, renewals, terminations, and authorization changes across their entire downstream network.

What you can do here:

Note: Appointments is a premium feature. Organizations without the Appointments product enabled see an upgrade prompt instead of the table, and organizations that are not yet paying customers see a Become a Customer message in place of the worklist.

What's visible on the page:

The list is ordered by upcoming renewal date by default, with the most urgent renewals near the top. The page returns the full worklist at once and paginates in your browser; use the page-size selector and page controls at the bottom of the table to move through it.

When you'd do this. Each morning, or whenever you are alerted that an appointment or license is expiring, you work down the table and clear the most urgent rows. The menu only offers the actions a row's status combination allows, so following the menu keeps you from filing requests carriers or state insurance departments would reject.

Note: Actions that change an appointment (Request, Renew, Terminate) are withheld for a row while a change request is already in flight, so you cannot stack conflicting requests. Authorize and Unauthorize can still appear during an in-flight request because they act on the authorization, not the appointment. If no action applies to a row, the Actions cell is empty.

Tip: Read all three status badges (License, Authorization, Appointment) before opening the menu. The available actions are gated on the combination, so the badges tell you in advance which action you'll be offered.

The Actions Required tab is deliberately a single ranked worklist. Unlike the other three Appointments tabs, it has no filter dropdowns, no search box, and no clickable column sorting; the only list control is pagination.

To slice the work by product, agency, agent, or by request status, switch to the Agencies, Agents, or Appointments Requests tab, each of which exposes its own filter dropdowns.

Each row carries three colored status badges. Read all three together, because the actions you can take are determined by the combination.

License Status badge:

Authorization Status badge:

Appointment Status badge:

Why doesn't the Actions Required tab have filters like the other Appointments tabs?

It is intentionally a single ranked worklist so you can clear gaps from top to bottom without slicing the list first. Use the Agencies, Agents, or Appointments Requests tab when you need to filter by product, agency, agent, or request status.

Why are agencies and agents mixed together in one table?

The list reflects every gap that needs work, regardless of entity type. The Category column marks each row as Agency or Agent, and each action is routed to the correct agency-level or agent-level request automatically when you confirm.

Why is the Actions column missing from my view?

The Actions column appears only for users whose role grants update permission on Appointment Management. Read-only users see the same rows and statuses but cannot launch actions from them.

What happens after I confirm an action?

The request is submitted, the modal closes, a confirmation alert appears, and the worklist refreshes. Rows that no longer need action drop off; rows that now have a request in flight stay visible with a yellow appointment badge until the request resolves.

Why does a row show a yellow appointment badge but no Request, Renew, or Terminate option?

A yellow badge means a change request is already in flight for that state and product. The appointment-changing actions are withheld so you do not stack conflicting requests. Use the Appointments Requests tab to view, monitor, or cancel the pending request.

Why can't I authorize an entity that has no license in the state?

The Authorize option only appears when the entity's license is Licensed or Expiring. If the license is Expired or Not Licensed, authorization is not offered until the licensing gap is resolved.

Does terminating an appointment also change authorization?

Yes. The confirmation modal states that terminating the appointment also changes the authorization status to unauthorized for that state and product, and the modal's required-versus-current values reflect that outcome before you confirm.

If you have questions about Actions Required or encounter any issues, contact our support team at support@turris.com.