Overview

The Agencies tab on the Appointments page gives MGA and carrier teams one grid that shows, for every distributing agency on your book, whether that agency is fully appointed for each of your products. From this single view you read appointment posture at a glance, drill into the exact states behind a Partially Appointed badge, and submit appointment, cancellation, or termination requests against one agency or hundreds at once.

What is the Agencies Tab?

The Agencies tab is the agency-level scoreboard for appointment compliance across your distribution book: one row per agency, one column per product, and a color-coded badge in every cell telling you whether that agency is fully appointed, partially appointed, or not appointed for that product in the states where coverage matters.

Who uses it. Licensing managers, distribution operations leads, and appointment coordinators at MGAs and carriers. They use this tab to audit appointment coverage agency-by-agency, surface partial-appointment gaps that block production, and run bulk appointment, cancellation, or termination actions without opening each agency record one at a time.

You can:

See every agency on your distribution book in one sortable table, each row tagged with a monogram avatar for fast visual scanning
Read per-product appointment status from a single color-coded badge in each row
Click any badge to expand a per-state breakdown of how many states are Appointed, have a Change Requested in flight, or are Not Appointed
Drill from a count square into a state-by-state table showing the carrier and lines of authority behind that bucket
Cancel an in-flight request directly from the Change Requested breakdown without leaving the popover
Reconcile the headline counts against the bottom-of-popover equation Product Not Sold + Not Required + Required + Appointed = Total
Narrow the table by product or by specific agencies, with the selection persisted in the URL so the view is shareable
Submit a single appointment action for one agency-product cell from the popover, or check off agencies in bulk and run one action across many agencies, products, and states in a single submission

Accessing the Agencies Tab

Open Left sidebar → Appointments. The page lands on Actions Required by default. Click the Agencies tab in the sub-navigation at the top of the page. The sub-navigation also exposes Actions Required, Appointments Requests, and Agents.

The Agencies view is laid out top-to-bottom as:

Element	What it shows
Filter bar	A Product visibility multi-select dropdown, an Agencies multi-select dropdown, and an Actions button on the right that opens the bulk action slide-over.
Agencies table	One row per agency: a selection checkbox column, base columns (AGENCY, CONTACT PERSON, ID), and one APPOINTMENT STATUS column group with one sub-column per product.
Slide-overs	A Bulk Appointment Action slide-over (opened from the filter bar's Actions button) and an Appointment Action slide-over (opened from the Actions button inside any badge popover).

The columns are:

Column	Description
Selection	Square checkbox at the start of each row. The header checkbox selects every agency matching the active filter, not just the agencies on the current page, so you can act on a filtered subset larger than the page size in one click.
AGENCY	Legal name of the agency next to a circular avatar showing the first two letters of the name. Sortable alphabetically.
CONTACT PERSON	First name, last name, and email of the agency's primary invitee. Rows without an invitee show a dash placeholder.
ID	The agency's NPN and FEIN. The column header hint reads NPN / FEIN / Producer Code.
APPOINTMENT STATUS	A column group with one product per sub-column. Each cell renders a color-coded appointment badge (Appointed, Partially Appointed, or Not Appointed). Click any badge to open the breakdown popover.

The table sorts by AGENCY ascending by default. Only the AGENCY column is sortable; appointment status columns are not. If you select specific agencies in the filter and none match, the table shows a No Agencies Found message reading "No agencies available for the selected filters."

Reading an Appointment Badge

When you'd do this. You want to know whether a specific agency is fully covered for a product, and if not, exactly which states are pending or missing.

Find the row for the agency and the column for the product.
Read the badge color: green = Appointed, yellow = Partially Appointed, red = Not Appointed.
Click the badge. The Appointment Status Breakdown popover slides out to the right.
The popover shows three count squares across the top:
- Appointed (green): number of states where the agency holds an active appointment for this product.
- Change Requested (yellow): number of states with an in-flight appointment, termination, renewal, or LOA-change request.
- Not Appointed (red): number of states where an appointment is required but not yet in place.
Click any count square to expand a per-state table beneath it:
- Appointed and Not Appointed tables show State, Carrier, and LOAs (line-of-authority badges).
- The Change Requested table adds Agency, Request Status, Category, Requested At, and an Actions column for cancelling the request (see below). LOA badges are tinted by their own appointment status: appointed LOAs render in your primary color and missing LOAs render red.
Read the equation at the bottom of the popover to reconcile the headline counts against every state your data covers: Product Not Sold + Not Required + Required + Appointed = Total.

Tip: A Partially Appointed badge means at least one of Change Requested and Not Appointed is non-zero. Open both buckets to see every state holding the agency back from being fully appointed.

Cancelling an In-Flight Request from the Breakdown

When you'd do this. You opened the Change Requested bucket and want to withdraw a request that hasn't completed yet, for example an appointment request filed against the wrong state.

In the Appointment Status Breakdown popover, click the Change Requested count square to expand its per-state table.
Find the state's row and open the Actions menu (the three-dot button at the end of the row).
Click Cancel. Turris routes the cancellation by the request's Category (appointment, termination, or renewal).

Note: Cancel is available only on requests that are still pending or submitted. Once a request reaches Completed, the Cancel option is disabled with the tooltip "Can only cancel pending or submitted requests." The Actions column only appears if your role has permission to manage appointments.

Submitting an Action for a Single Agency-Product Cell

When you'd do this. You've just opened a badge and want to request, cancel, or terminate appointments for that one agency-product combination without leaving the popover.

With the Appointment Status Breakdown popover open, click the Actions button at the bottom of the popover.
The popover closes and the Appointment Action slide-over opens. A summary box at the top shows the Agency name and the Product the action is locked to, and the subtitle reads Manage appointments for <agency name>.
Pick the Appointment Action from the four cards (see the action cards below).
Pick the States the action should apply to. Only states eligible for the chosen action against this agency and product appear in the dropdown; ineligible states are summarized above with the reason they were excluded.
Review the Action Summary banner, then click Submit. The slide-over closes and the resulting change request appears on the Appointments Requests tab.

Note: The product is already locked to the cell you opened the popover from, so the single-cell form skips the product picker that appears in the bulk flow.

Submitting a Bulk Appointment Action

When you'd do this. You need to apply the same appointment action (typically Request Appointments or Terminate Appointments) to many agencies, multiple products, and a list of states in one operation instead of repeating the single-cell flow.

From the Agencies tab, narrow the table with the filters if you only want to act on a subset of your book.
Select the agencies you want to include using the row checkboxes. Use the header checkbox to select every agency matching the current filter (or every agency on your distribution if no filter is set).
Click the Actions button in the filter bar (top-right of the page). The button is disabled until at least one row is selected and at least one product is configured on your account.
The Bulk Appointment Action slide-over opens. The subtitle reads Manage appointments for X selected agenc(y/ies).
Fill the form top-to-bottom:

Field	Required	Description
Appointment Action	Yes	Choose one of the four action cards (see the action cards below).
Products	Yes	Multi-select dropdown of the products configured on your account, sorted alphabetically. Select All is available.
Agencies	Yes	Multi-select dropdown pre-filled from the rows you checked. Deselect any agencies you want to exclude before submitting.
States	Yes	Multi-select dropdown of US states or territories the action should apply to. The list is filtered to states eligible for the chosen action against the chosen agencies and products. Select All is available. Ineligible states are summarized above the dropdown, grouped by the reason they were excluded (see Ineligible-state reasons below).

Once every field is filled in, the Action Summary banner appears. It reads, for example, Request Appointments will be applied to 3 products in 12 states for 47 agencies.
Click Submit. The slide-over closes, a confirmation reads "Appointment action started, please wait for the process to complete," and the underlying change requests are created and queued for submission to NIPR.

Warning: Bulk actions can submit many change requests at once. Confirm the Action Summary numbers before clicking Submit. Pending requests can be cancelled from the Appointments Requests tab; once they move to Submitted, they have been handed off to NIPR and run to completion.

The four action cards

Both the single-cell and bulk forms use the same Appointment Action selector, a 2x2 grid of four cards. Pick exactly one:

Card	Description	Use it to
Request Appointments	"Request new carrier appointments"	Create new appointments in the selected states.
Cancel Appointment Request	"Withdraw a pending appointment request"	Pull back an appointment request that hasn't completed.
Terminate Appointments	"End active carrier appointments"	Terminate appointments the agency currently holds.
Cancel Termination Request	"Withdraw a pending termination request"	Pull back a termination request that hasn't completed.

Ineligible-state reasons

When you pick an action, states that cannot accept it are removed from the States dropdown and surfaced in an exclusion summary above the list. Common reasons:

Reason	What it means
Active appointment request already exists / Active termination request already exists	A request of the matching kind is already in flight for these states; you cannot stack another one.
No active appointment request to cancel / No active termination request to cancel	The chosen Cancel action requires a pending request to withdraw, and these states have none.
Appointment not required for this product	The product configuration marks these states as not requiring an appointment.
Not authorized for selected entities	The selected agencies are not authorized to write this product in these states.
No compliant license for selected entities	The selected agencies do not hold a compliant license in these states.
Already appointed for all selected entities	Every selected agency is already appointed in these states for the chosen product.
No active appointment covered by this product for the selected entities	The chosen Terminate action requires an active appointment, and none of the selected agencies hold one in these states.

Filtering and Searching

The filter bar exposes two multi-select dropdowns plus the bulk Actions button.

Filter	Type	Purpose	Example use
Product visibility	Multi-select dropdown with Select All	Limit which APPOINTMENT STATUS sub-columns appear in the table. By default every configured product column is shown.	Working a single carrier line? Pick that product to collapse the table to one status column.
Agencies	Multi-select dropdown with Select All	Limit which rows appear in the table.	Auditing one branch network? Pick the relevant agencies to hide the rest of the book.

Behaviors:

URL persistence: both filters write to the URL (selectedProducts, selectedAgencies), so the view is shareable and bookmarkable, and a refresh restores the same filters.
Pagination reset: changing either filter resets the table to page 1 automatically.
Tooltip: the info icon next to the filters reads "You can filter agencies by product visibility or agencies. Multiple products can be selected all at once."

There is no free-text search box on this tab; use the Agencies dropdown to locate a specific agency by name.

Visual and Status Elements

Appointment status badges (one per agency-product cell):

Status	Color	Meaning	What to do about it
Appointed	Green	The agency holds active appointments in every state where the product is sold and an appointment is required.	No action needed.
Partially Appointed	Yellow	The agency holds appointments in some but not all of the required states.	Click the badge, open the Change Requested and Not Appointed buckets, and submit a single-cell action to close the gaps.
Not Appointed	Red	The agency has no active appointments for this product in any state where it is required.	Click the badge to confirm the gap, then run Request Appointments for this agency or include it in a bulk request.

Count squares inside the popover:

Bucket	Color	What it means
Appointed	Green	The state has an active appointment confirmed by NIPR.
Change Requested	Yellow	An appointment, termination, renewal, or LOA-change request for this state is in flight.
Not Appointed	Red	The state requires an appointment, but none is in place.

LOA badges inside the per-state tables:

Color	Meaning
Primary	The line of authority is appointed for this state and carrier.
Red	The line of authority is missing and needs an appointment.

Action card icon tones in the form selector: the selected card is always highlighted in your primary color; the small icon in each card is tinted by action type. Request Appointments uses a primary icon, Terminate Appointments uses a red icon, and the two Cancel cards use a neutral icon.

Frequently Asked Questions

What is the difference between the Agencies tab and the Agents tab? The Agencies tab is one row per agency, with appointment status rolled up at the agency level. The Agents tab is one row per individual agent (producer). Both share the same product columns, color scheme, popover layout, and bulk-action workflow. Only the level the status is rolled up at changes.

Why is an agency Partially Appointed when every row I can see in the per-state table is green? The per-state table only shows the bucket you clicked. Open the Change Requested and Not Appointed buckets to see the rest. The bottom equation also reconciles the totals against the full state count, so the missing states are accounted for there.

What does Product Not Sold mean in the equation at the bottom of the popover? Product Not Sold counts the states where this product is not sold at all, so no appointment is required and none exists. It appears in the equation only so the totals reconcile against the full state count for the agency.

Why is the Actions button in the filter bar disabled? The Actions button requires at least one row to be selected, at least one product configured on your account, and the appointment-management update permission on your user. If rows are selected and products exist but the button is still disabled, ask an administrator on your organization to confirm your role can manage appointments.

Can I select agencies across multiple pages at once? Yes. The header checkbox above the Selection column selects every agency matching the current filter, not just the agencies visible on the current page. If no filter is set, it selects every agency available across your distribution.

What happens after I submit a bulk action? The slide-over closes, a confirmation reads "Appointment action started, please wait for the process to complete," and the underlying change requests are created and queued for submission to NIPR. Switch to the Appointments Requests tab to track them as they move from Pending to Submitted to Completed (and to investigate any that fail).

Why are some states missing from the States dropdown when I select Request Appointments? States are filtered to those eligible for the chosen action against the selected agencies and products. Excluded states are summarized above the dropdown with the reason, for example "Already appointed for all selected entities" or "Not authorized for selected entities". Adjust the agency or product selection if you need to act on a state listed there.

Why are some products missing from the table? Products only appear as columns once they are configured on your account. If you expect a product but do not see it, contact support so we can confirm the configuration.

Best Practices

Use the Agencies tab as your distribution-level scoreboard. Walk the table to spot agencies with yellow or red badges across multiple products, and prioritize remediation there.
Filter by product before acting in bulk. Reducing the table to one product column makes it far easier to confirm exactly which agencies still need work before opening the Actions slide-over.
Drill into Partially Appointed badges first. The per-state breakdown often reveals an agency only needs one or two states added, which is faster to submit as a single-cell action from the popover than as a bulk request.
Combine the Agencies dropdown with the header checkbox for scoped bulk actions. Picking the agencies in the filter dropdown first, then clicking the header checkbox, is the quickest way to apply one action to a precise list, for example every agency in a branch network onboarding a new carrier.
Confirm the Action Summary every time. Before clicking Submit on the bulk slide-over, read the Action Summary numbers ("Request Appointments will be applied to 3 products in 12 states for 47 agencies") against what you intended. Bulk submissions cannot be reversed once they reach NIPR.
Check the Appointments Requests tab after each submission. Confirm the requests appear in the expected state, and watch for any that drop into a failed status so you can address them quickly.

Appointments: Actions Required - Prioritized worklist of every agency, agent, state, and product combination on your book where an appointment, authorization, or licensing step is blocking compliant production.
Appointments: Agents Tab - The agent-by-agent counterpart to this tab: one row per individual producer instead of per agency, with the same product columns and bulk-action flow.
Appointments: Appointments Requests Tab - The single ledger of every appointment, termination, renewal, and LOA-change request your team has filed with NIPR through Turris, with status tracking from Pending to Completed.