Overview

The Authority page is where you grant and revoke each agency's right to sell each of your products in each state, so you can keep selling rights aligned with licensing without leaving a single screen. The Agencies tab is the agency-level lens — use it to compare licensing against authorization across your full agency roster and act on gaps in bulk.

What is the Authority Page (Agencies Tab)?

The Authority page consolidates product-by-state authorization for every associated agency (and, on the sibling Agents tab, every agent under them) into one filterable, paginated table. The Agencies tab gives you the agency-level view: one row per agency, one column per product, with a colored badge showing how that agency's licensing lines up with their current authorization.

Who uses it. Licensing and compliance teams at a carrier, MGA, or wholesaler who need to keep selling rights aligned with state licensing across many agencies and products at the same time, without clicking into each agency individually.

Use this tab to:

See, for each agency and product, whether they are fully Authorized, Partially Authorized, or Unauthorized at a glance
Spot agencies that are licensed but not yet authorized for a product, and add authorization in one step
Spot agencies that are authorized in a state where they hold no valid license — a compliance risk flagged with a red triangle
Bulk-update authorization across many agencies, products, and states at once from a single slide-over
Find a specific agency fast by typing its name, NPN, FEIN, or Producer Code into the search box
Hand off no-NPN agencies (whose authority is derived from their agents) to the per-agent workflow without leaving the page
Switch to the Agents tab when you need to act at the producer level instead of the agency level

Accessing the Authority Page

Open Left sidebar → Authority. The page loads on the Agencies tab by default. A sub-navigation in the page header lets you switch between Agencies and Agents; this article covers the Agencies tab.

When the page first loads, every product is selected automatically, so the table shows one authorization column per product right away — you don't have to pick a product before you see any data.

If your organization is not a customer for Authority, you will see a notification prompting you to become a customer instead of the table. If your organization has no products or no associated agencies configured yet, the page shows a No Data Available, No Products Found, or No Agencies Found message instead of the table.

The page contains:

Element	What it shows
Search box	Top of the page, in the breadcrumb bar (placeholder `Search...`). Matches agencies server-side across the full roster as you type — see Filtering and Searching below
Product visibility filter	Multi-select dropdown of every product configured for your organization, with a Select All shortcut. All products are selected on load; each selected product is one column in the table. Deselect a product to drop its column
Agencies filter	Multi-select dropdown of every associated agency. Includes a Select All shortcut. Type into the dropdown to find a specific agency by name
Actions button	Opens the bulk-set slide-over for the currently checked rows. Disabled until at least one row is selected and at least one product exists for your organization
Agency column	Agency legal name, with branch name and DBA shown underneath when they differ from the legal name
Contact Person column	First name, last name, and email of the agency's primary contact (the invitee). Shows an em-dash when no contact is on file
ID column	The agency's NPN, FEIN, or Producer Code
Authorization Status group	One column per selected product, each showing the agency's authorization badge for that product (Authorized / Partially Authorized / Unauthorized)
Row checkbox	Tick to include the agency in your bulk Actions selection. The header checkbox toggles every visible row at once

The first column header has a Select All / Deselect All toggle that operates on the rows visible in the current page.

Bulk-Setting Authorization Across Many Agencies

When you'd do this. You've just rolled out a new product, expanded into new states, or finished onboarding a batch of agencies, and you want to add or remove authorization for the same product-and-state combination across many agencies in one step.

Open Left sidebar → Authority and stay on the Agencies tab.
The table already shows a column for every product. Use the Product visibility filter to narrow to the products you care about, so the table stays readable and the gaps are easy to spot.
In the Agencies filter, narrow the table to the agencies you want to consider, or use Select All to include every associated agency. You can also type a name, NPN, or FEIN into the Search box to jump to one agency.
Tick the checkbox on each agency row you want to update, or click the header checkbox to select every visible row.
Click Actions in the filter bar. A slide-over titled Bulk-Set Authorization Action opens with a subtitle counting your selected rows (for example, Set the authorization status for all 12 selected agencies).
Fill in the slide-over:

Field	Required	Description
Action	Yes	Authorize Licensed (the safe default — only adds authorization in states where the agency holds a valid license for the product) or Unauthorize. If your selection mixes in agencies that don't require an NPN, the first option appears as Authorize instead and those no-NPN agencies are excluded from the run (see the note below)
Products	Yes	One or more products. Includes a Select All shortcut
US States	Yes	One or more states. The dropdown automatically narrows to states where your selected products are sold. Disabled until at least one product is chosen. Includes a Select All shortcut

Click Submit. The slide-over closes and a confirmation alert appears with a View progress link to the bulk-request detail page.

Note: The action is processed as a bulk request, not an immediate inline update. The alert reads: Authorization request submitted. Some items may be skipped if the agency does not hold a compliant license for the requested state and product. Click View progress to see per-agency, per-state results — especially useful when you ran Authorize Licensed and want to know which combinations were skipped due to missing licenses.

Note: Agencies that do not require an NPN are excluded from this slide-over because their authorization is derived from their agents. If your selection mixes no-NPN agencies with NPN-required ones, a banner inside the slide-over reads N no-NPN agency / agencies excluded — authority is managed through their agents, and the action is applied only to the NPN-required agencies. If every selected agency is a no-NPN agency, the slide-over replaces the form with a message Authority for no-NPN agencies is derived from their agents — navigate to each agency's Authority tab to manage per-agent authority.

Authorizing a Single Agency from the Popover

When you'd do this. You're reviewing one agency for one product and want to act on the specific states surfaced in the breakdown popover, without selecting rows and opening the bulk slide-over from scratch.

Find the agency row and the product column you want to act on.
Click the authorization badge in that cell. A popover titled Product Authorization Breakdown opens.
Click any of the count squares in the popover (see the badge-and-bucket reference below) to display the list of states in that bucket underneath.
With states displayed, click Actions at the bottom of the popover. The same Bulk-Set Authorization Action slide-over opens, pre-filled with this product and the states from the bucket you clicked. Adjust if needed and submit.

Tip: For agencies without an NPN, the popover replaces the Actions button with a Manage per-agent authority → link that jumps to the agency's per-agent Authority tab. Agency-level changes are not available for no-NPN agencies on this page.

Filtering and Searching

Two dropdown filters sit above the table, and a search box sits at the top of the page in the breadcrumb bar.

Filter	Type	Purpose	Example use
Product visibility	Multi-select dropdown with Select All	Choose which products' authorization columns to show. All products are selected on load; deselect to narrow. Deselecting every product hides the Authorization Status group entirely	Auditing your homeowners book? Deselect everything except the homeowners product so the table stays narrow
Agencies	Multi-select dropdown with Select All	Limit the table to a specific set of associated agencies. Typing into the dropdown filters the options by agency name	Onboarding a new region? Pick just the agencies in that region before bulk-authorizing them

The Search box (top of the page, placeholder Search...) matches across the full agency roster server-side, not just the page you're looking at. It matches against the agency's legal name, NPN, FEIN, branch name, DBA, and Producer Code — that is, the Agency and ID columns. It does not match the Contact Person column. Partial matches work, so typing Trav finds Travelers, and there is a short delay after you stop typing before results update.

The current product and agency selections are written to the URL (selectedProducts, selectedAgencies), so a refresh or a shared link reopens the same view. Pagination resets to page 1 whenever the product filter, the agency filter, or the search term changes. The Agency column is sortable by legal name; Contact Person, ID, and the per-product authorization columns are display-only.

Note: If you deselect every product in Product visibility, the Authorization Status column group is hidden. The table still renders with the Agency, Contact Person, and ID columns, but you will not see any authorization badges until at least one product is selected again.

Authorization Badges

Every cell in the Authorization Status group is a colored badge. The badge reflects how the agency's authorization compares to their license coverage for that product across the states where the product is sold.

Color	Label	Meaning	What to do about it
Green	Authorized	The agency is authorized in every licensed state for this product. For no-NPN agencies, authorized in every state where the product is sold	Nothing — selling rights are aligned with licensing
Yellow	Partially Authorized	The agency is authorized in some — but not all — of their licensed states for this product	Open the popover and run Authorize Licensed on the Licensed / Unauthorized bucket to close the gap
Red	Unauthorized	The agency has no current authorizations for this product (or only has authorizations in states where they are not licensed)	If you want the agency to sell the product, open the popover and authorize the licensed states

A red triangle alert icon appears next to the badge whenever at least one state has been authorized for the agency but the agency holds no valid license there. Hover the icon to see Some authorized states do not meet license compliance. This is a compliance risk worth resolving — either get the license in that state, or unauthorize the agency for it.

State Breakdown Buckets (NPN-required agencies)

Click any badge to open the popover and inspect the underlying state counts in a four-square grid.

Bucket	Meaning	Action
Licensed / Authorized	The agency is both licensed and authorized in the state. Compliant — nothing to do	None
Licensed / Unauthorized	The agency is licensed but not yet authorized. Eligible for Authorize Licensed	Click the count, then click Actions to authorize these states
Unlicensed / Authorized	The agency is authorized but holds no valid license. Compliance risk — this is what triggers the red triangle	Click the count, then click Actions and run Unauthorize on these states, or obtain the missing license
Unlicensed / Unauthorized	The agency is neither licensed nor authorized. No exposure	None

Below the grid the popover shows a total state count (sum of the four buckets).

State Breakdown Buckets (no-NPN agencies)

For agencies that do not require an NPN, the popover collapses to a two-square layout because there is no license layer to overlay.

Bucket	Meaning	Action
Authorized	The agency is authorized to sell the product in the state	None
Unauthorized	The agency is not yet authorized in the state	Use the Manage per-agent authority → link in the popover to act at the agent level

Frequently Asked Questions

Why does the Actions button stay disabled? You need at least one row checked AND at least one product available for your organization. If no rows are selected, or your organization has not configured any products yet, the button stays disabled until both conditions are met.

Why do I see "Authorize Licensed" instead of "Authorize" in the action dropdown? Authorize Licensed is the safe default for agencies that require an NPN: it only adds authorization where the agency already holds a valid license, which prevents you from accidentally creating Unlicensed / Authorized compliance risks. The first option appears as the plain Authorize only when your selection mixes in agencies that don't require an NPN, because there is no licensing layer to respect for those.

Why are some agencies excluded from my bulk action? Agencies that do not require an NPN are excluded from agency-level bulk-set on this page because their authorization is derived from the agents associated with the agency. The slide-over shows a banner counting how many agencies were skipped and points you to the per-agent Authority tab to manage their authorization there.

Why does the red triangle appear on some badges? The triangle flags that the agency is authorized to sell in at least one state where they do not hold a valid license — Some authorized states do not meet license compliance. Resolve it by either obtaining the missing license in that state or unauthorizing the agency for it.

Why don't I see an authorization column for my product? Every product is selected and shown by default. If a product's column is missing, it's been deselected in the Product visibility filter — re-select it (or click Select All) to bring the column back. The agency rows still show the Agency, Contact Person, and ID columns when no product is selected.

How do I find one specific agency in a long list? Type into the Search box at the top of the page. It searches the full roster server-side by agency name, NPN, FEIN, branch name, DBA, or Producer Code, so the agency surfaces even if it's on a later page. You can also pick it directly in the Agencies filter dropdown.

What happens to existing authorizations when I run Authorize Licensed? They are preserved. Authorize Licensed only adds authorization where the agency is licensed but not yet authorized. It never removes existing authorizations and never adds authorization where the agency holds no valid license.

Why did my bulk action say "some items may be skipped"? Authorization requests run through a bulk-request pipeline that double-checks licensing at submission time. If an agency lost its license between the time you saw the badges and the time the request was processed — or if you used Authorize Licensed and some of the states you picked weren't actually licensed for that agency — those items are skipped. Click View progress in the confirmation alert to see exactly which agency + state + product combinations were skipped.

How does this tab differ from the Authority tab on a single agency record? The Authority page (this article) is a cross-agency, cross-product roster — one row per agency, designed for bulk action across many agencies at once. The Authority tab inside a single agency record is scoped to that one agency and shows an interactive US map for it. Use this tab to act broadly; use the per-agency Authority tab to focus on one agency in depth.

Best Practices

Narrow Product visibility before you start. The table opens with every product selected, which is great for an overview but noisy when you're acting. Deselect down to the products you're working on so the gaps stand out.
Use Authorize Licensed as your default. It eliminates Licensed / Unauthorized gaps without ever introducing Unlicensed / Authorized compliance risk. The plain Authorize label only shows up when your selection includes no-NPN agencies.
Treat yellow Partially Authorized badges as your work queue. Each one is an agency where you could safely expand selling rights — open the popover, click the Licensed / Unauthorized count, and act.
Investigate every red triangle. An Unlicensed / Authorized state is a compliance issue. Either obtain the license or unauthorize the agency for that state.
Switch to the Agents tab for no-NPN agencies. Their authorization is derived from their agents, so the real work happens at the agent level. The popover gives you a direct Manage per-agent authority → link to the right place.
Combine filters and search before bulk-acting. Filtering to a single product and a small set of agencies, then clicking Actions, gives you the most controlled bulk update. The wider the filter, the more important it is to review the View progress page afterwards.
Always check View progress for skipped items. Because the bulk-request pipeline can skip items that don't meet licensing requirements at submission time, the only authoritative record of what actually changed is the bulk request detail page.

Authority: Agents Tab — The producer-level lens on the same Authority page: one row per agent under each agency, for granting or revoking writing authority by product and state, and for managing authority for no-NPN agencies.