Overview

The Agents tab on the Appointments page is the agent-by-agent view of your appointment book. It lists every individual producer across your distributing agencies and shows one product-status badge per carrier product, so your licensing team can find producers who are partially appointed or not appointed where they need to be and file appointment, cancellation, or termination requests for many agents in one submission.

What is the Agents Tab?

The Agents tab answers one question quickly: is this producer appointed everywhere we sell, in the states where they operate? It pivots the same appointment data the Agencies tab shows at the firm level down to the individual agent, so you do not have to open one agency record at a time to check a producer's standing.

Who uses it. MGA and carrier licensing managers, appointment coordinators, and operations leads who own the appointment book across many distributing agencies. Browsing the table and the per-product popovers needs Appointment Management read access; filing any action (the Actions button and the popover Actions button) needs the update permission on the same resource.

Key capabilities:

See every agent tied to your distributing agencies in one paginated, sortable table, no matter which agency they belong to.
Read at a glance whether an agent is Appointed, Partially Appointed, or Not Appointed for each carrier product you sell.
Open any product cell to see the Appointed, Change Requested, and Not Appointed split by state, with the carrier and lines of authority listed for each state.
Confirm the full state population for an agent and product using the Product Not Sold + Not Required + Required + Appointed = Total breakdown in the popover.
Select one, many, or every filtered agent and run Request Appointments, Cancel Appointment Request, Terminate Appointments, or Cancel Termination Request across the chosen products and states in a single submission.
Cancel an individual pending or submitted request straight from the Change Requested detail table in the popover.
Run the same actions for a single agent and product from the popover Actions button when you only need a one-off change.

Accessing the Agents Tab

Open Left sidebar → Appointments, then click the Agents tab in the sub-navigation. The sub-navigation also carries Actions Required, Appointments Requests, and Agencies.

What's visible on the page:

Element	What it shows
Filter bar	The Product visibility and Agents multi-select dropdowns, plus the Actions button that opens the bulk slide-over
Agents table	One row per agent: name, NPN, the agencies the agent belongs to, and one appointment-status badge per product under an APPOINTMENT STATUS header
Empty state	A "No Agents Found" message, shown only when the Agents filter is set and no agent matches it
Bulk action slide-over	Opens from the Actions button; used to run one appointment action across the selected agents

Table columns:

Column	Description
Selection	Square checkbox to include the row in the next bulk action. The header checkbox selects every agent in the current filter, not only the agents on the visible page
AGENT	The agent's full name with a two-letter avatar badge. Sortable alphabetically
NPN	The agent's National Producer Number, with an inline copy control. Not sortable
AGENCIES	The distributing agencies the agent is currently associated with. The first two render as inline badges; any remainder collapses into a +N popover. Not sortable
APPOINTMENT STATUS (one sub-column per product)	Each cell is a color-coded badge (Appointed, Partially Appointed, or Not Appointed) for that agent and product. Click a badge to open the per-product popover

To drill into one agent and product, click the badge in the relevant product column. The popover opens to the right of the row.

Drilling Into a Product Cell

When you'd do this. You see a yellow Partially Appointed or red Not Appointed badge and want to know exactly which states are missing, or which states already have a request pending with NIPR, before you decide what to act on.

Click any product badge on an agent row. A popover opens to the right of the table, titled Appointment Status Breakdown.
The popover shows three count squares for that agent and product:
- Appointed (green): number of states where the agent is appointed for this product.
- Change Requested (yellow): number of states with a request pending at NIPR (a new appointment, a renewal, or a termination).
- Not Appointed (red): number of states where appointment is required but the agent is not appointed.
Click any of the three squares to load the matching state-by-state table below the squares. Click the same square again to collapse it.
- Appointed lists columns State, Carrier, and LOAs (lines of authority, shown as badges; a blue badge means appointed for that LOA, a red badge means not appointed).
- Change Requested lists State, Agent, Carrier, LOAs, Request Status, Category, Requested At, and an Actions menu. Use the Cancel item in the Actions menu to withdraw a pending or submitted request without leaving the popover; it is disabled once a request is Completed.
- Not Appointed lists State, Carrier, and LOAs for the states where the agent is required to be appointed and is not.
Below the squares, an equation row breaks the full state population down: Product Not Sold + Not Required + Required + Appointed = Total. Use it to confirm whether a state is actually in scope. A state counted under Product Not Sold or Not Required is not a gap.
Click Actions at the bottom of the popover to open the single-agent Appointment Action slide-over for that agent and product.

Tip: Open the Change Requested square before filing anything new. If a state already shows a pending request there, you do not need to request it again, and you can cancel a request you filed in error right from that table.

Running a Bulk Appointment Action

When you'd do this. You have a batch of agents (for example, every producer at a newly onboarded agency, or every agent showing Not Appointed for a given product) that all need the same change applied to the same products and states.

Apply the Product visibility and Agents filters to narrow the table to the agents you want to act on.
Select agents with the row checkboxes, or click the header checkbox to select every agent in the current filter. When an Agents filter is active, the header checkbox selects every filtered agent across all pages, not only the visible page.
Click the Actions button in the filter bar. The Bulk Appointment Action slide-over opens, with a subtitle confirming how many agents are selected.
Fill in the form:

Field	Required	Description
Action	Yes	The change to apply, chosen from four cards: Request Appointments (request new carrier appointments), Cancel Appointment Request (withdraw a pending appointment request), Terminate Appointments (end active carrier appointments), or Cancel Termination Request (withdraw a pending termination request).
Products	Yes, at least one	The carrier products the action applies to. The list is sorted by product name and limited to products configured on the selected agents' agencies.
Agents	Yes, at least one	Defaults to every agent you selected in the table. Deselect individual agents inside the slide-over before submitting if you need to.
States	Yes, at least one	The states the action applies to. The state list appears only after you pick an action, and it is filtered against current appointment and request status, so you cannot, for example, request termination in a state with no active appointment. Changing the action clears your state selection.

Review the action summary near the bottom of the form. It shows the action plus the product count, state count, and agent count the submission will use. The summary appears once every required field is valid.
Click Submit. Turris files one request per agent, per product, per state and routes each into the standard NIPR workflow. Submit stays disabled until the form is valid.

Warning: A single bulk submission can create a large number of requests. Check the action summary counts before submitting, especially after using the header checkbox on a wide filter.

Note: Every row a bulk submission produces appears on the Appointments Requests tab, where you can track its progress and cancel any row that is still pending.

Filtering and Searching

Two multi-select dropdowns sit in the filter bar above the table. Both support Select All and persist their selection in the URL (as selectedProducts and selectedAgents), so a filtered view survives a refresh or a shared link.

Filter	Type	Purpose	Example use
Product visibility	Multi-select dropdown, Select All available	Choose which product columns appear under APPOINTMENT STATUS. Sorted alphabetically by product name; every product is selected by default.	Working a Travelers Auto onboarding? Pick just that product to focus the badges and any bulk action on it.
Agents	Multi-select dropdown, Select All available	Restrict the table to a specific subset of agents. The header Select All checkbox uses this filter as its scope, so a bulk action can target every filtered agent across pages.	Building a termination batch for the producers at one agency.

Additional behaviors:

Sorting: click the AGENT column header to sort agents alphabetically (ascending by default). NPN, AGENCIES, and the product columns are not sortable. The sort persists in the URL.
Pagination: page controls appear at the bottom of the table when there are more agents than fit on one page.
Page reset: changing the Agents filter returns the table to page one, so you never land past the last page of a smaller result set.
No search box: the Agents tab uses the dropdown filters rather than a free-text search.

Visual and Status Elements

Product-cell appointment status badges:

Color	Label	Meaning	What to do
Green	Appointed	The agent is appointed in every applicable state for this product.	No action; the agent is in good standing for this product across the relevant states.
Yellow	Partially Appointed	The agent is appointed in some but not all applicable states for this product.	Click the badge, open the Not Appointed square, and decide whether to Request Appointments for the missing states.
Red	Not Appointed	The agent is not appointed in any applicable state for this product.	Click the badge to check whether appointments are actually required in those states, then Request Appointments for any state that does require one.

Popover count squares:

Color	Label	Reflects	What to do
Green	Appointed	Count of states where the agent is appointed for the product.	Click to confirm the carrier and LOAs behind the count.
Yellow	Change Requested	Count of states with a request pending at NIPR (new appointment, renewal, or termination).	Click to see each request's status and category; use the row Cancel action if one was filed in error.
Red	Not Appointed	Count of states where appointment is required but the agent is not appointed.	Click to list the states; if accurate, run Request Appointments from the popover or the bulk slide-over.

Equation row in the popover:

Bucket	Meaning
Product Not Sold	States where the agency does not sell this product, so no appointment is relevant.
Not Required	States where the product is sold but no appointment is required for this agent.
Required	States where appointment is required but the agent is not yet appointed.
Appointed	States where the agent is appointed for this product.
Total	The sum of the four buckets; equals the full state population in scope for the product.

Frequently Asked Questions

What is the difference between the Agencies tab and the Agents tab? The Agencies tab summarizes appointment status at the firm level, so one agent can roll up into several Agencies rows if they belong to multiple agencies. The Agents tab pivots the same data to the individual producer and surfaces the agencies they belong to as a column. Use Agencies to manage firm-level relationships and Agents to manage producer appointments.

Why are some product columns missing for an agent? The product columns are driven by the products configured on the agencies the agent belongs to, intersected with your Product visibility filter. If the filter excludes a product, its column is hidden; with every product selected (the default), you see every product the agent's agencies sell. A product that no agency for this agent sells never appears.

Why is the Actions button disabled? The Actions button turns on only when you have at least one row selected and at least one product is configured for the relevant agency. If agents are selected and the button is still off, confirm the agency has products assigned in its product configuration.

Why is the popover showing zero in every bucket? Either the agent's NIPR data has not synced yet, or no state requires an appointment for that agent and product. Open the agent's profile to confirm their PDB data is in place. If it is, the Total row should equal Product Not Sold + Not Required, which means there is genuinely no appointment work to do.

Can I select agents across multiple pages of the table? Yes. Apply the Agents filter to set the scope, then click the header checkbox. Every agent in the filter is selected, regardless of pagination. The agent count at the bottom of the slide-over confirms the total before you submit.

Why don't I see the Actions button at all? Filing requests needs the Appointment Management update permission. Read-only users can browse the table and open the popovers but cannot launch a bulk or single action. Ask an administrator in your organization to grant the permission if you should be able to file requests.

What happens after I submit an action? Each agent, product, and state combination becomes its own request and is tracked on the Appointments Requests tab. Use that tab to follow each request through its pending and submitted stages and to cancel any individual request that is still pending.

Best Practices

Filter before you select. Narrow by Product visibility and Agents first, then use the header checkbox. This keeps a bulk action aimed at the agents that need the change rather than the entire book.
Sanity-check the popover before bulk-acting. Open one or two agent badges and confirm the Not Appointed count really represents states that need a new request. The Not Required and Product Not Sold counts often explain what looks like a gap.
Use the popover Actions button for one-offs. When you only need to change one agent's status for one product, open the badge popover and click Actions there; it pre-fills the agent, product, and state set instead of making you rebuild a bulk action.
Cancel mistakes from the Change Requested table. If you filed a request in error, open the badge popover, click the Change Requested square, and use the row Cancel action while the request is still pending or submitted.
Cross-check with Actions Required first. Before filing new requests, glance at the Actions Required tab. It pre-prioritizes the states and products where action is genuinely needed and helps you avoid requests NIPR will reject as not required.
Watch the Appointments Requests tab after a bulk run. A single bulk action can generate dozens or hundreds of requests. Use Appointments Requests to triage failed or stalled rows quickly.
Coordinate terminations carefully. A bulk termination applies to every selected agent, product, and state combination. Confirm the state list in the slide-over before submitting, especially when terminating across more than one product at once.

Appointments: Actions Required: Prioritized worklist of every agency, agent, state, and product combination on your book where an appointment-related step is blocking compliant production.
Appointments: Appointments Requests Tab: The single ledger of every appointment, termination, renewal, and line-of-authority change request your team has filed with NIPR, with status tracking and per-row cancellation.
Appointments: Agencies Tab: Firm-level grid showing whether each distributing agency is fully appointed for each of your products, the agency-side counterpart to this tab.