Overview

The Authority page Agents tab is where you grant or revoke each individual producer's right to write business for each of your products, state by state, across every agency they work under. Use it to spot agents who hold a compliant license but have not been authorized yet, then push those authorizations live in bulk by product and state without leaving the page.

What is the Authority Agents Tab?

The Authority page gives you two lenses on product-by-state authorization: the Agencies tab (one row per agency) and the Agents tab (one row per producer under each agency they work for). The Agents tab is the producer-level lens. Each row lines up one agent's licensing status against their authorization status for every product you offer, so you can see coverage at a glance and close gaps in bulk.

Who uses it. Carrier and MGA licensing managers and operations leads at upstream entities. The day-to-day job is keeping each producer's writing authority in step with their licensing footprint, so every policy you bind is backed by both a license and an authorization.

Capabilities at a glance:

See, side by side, who is licensed but not yet authorized, who is authorized without a compliant license, and who is fully covered for a given product.
Narrow the roster to the product, agency, or producer slice you are about to act on.
Open any agent-and-product cell to see the per-state breakdown before you authorize.
Authorize or unauthorize across many agents, products, and states in a single bulk request.
Fire a single-agent, single-product bulk action straight from a status badge.

Accessing the Agents Tab

Open Left sidebar → Authority. The Authority view loads with the Agencies tab showing by default.
Click the Agents sub-link (it sits beside Agencies, both directly under the Authority heading in the sidebar and as in-page links at the top of the Authority view).

The URL becomes /upstream/authority?tab=agents. Your filter selections are written into the URL as selectedProducts=...&selectedAgencies=..., so a filtered view can be bookmarked or shared.

On first load, every product in your catalog is pre-selected in the Product visibility filter, so the table renders an authorization column for each product and every product checkbox in the dropdown is ticked. Clear or narrow the selection to focus on fewer products.

What's visible on the page:

Area	What it shows
Filter bar	A tooltip-anchored container at the top holding the Product visibility and Agencies multi-select dropdowns and the Actions button.
Agents table	One row per agent-and-agency pairing, with a selection column, four base columns, and one Authorization Status column per selected product.
Search box	A Search... field in the top app bar (above the breadcrumbs) that filters the roster server-side.
Pagination	Server-side pagination controls below the table. Changing the agency filter resets pagination to page 1.

The Agents table has these columns:

Column	Description
Selection	A square checkbox on each row. The header checkbox selects every row on the current page (or clears them all when every row is already selected).
AGENT	The agent's full name with an initials avatar. Sortable ascending or descending; the table sorts by AGENT ascending by default.
NPN	The agent's National Producer Number. Click the value to copy it to the clipboard.
AGENCY	The agency the agent is associated with, with an initials avatar. Sortable.
BRANCH	The branch under that agency, when one is configured on the association. Sortable.
Authorization Status (group)	One column per product selected in Product visibility. The column header shows the product name (truncated, with the full name on hover); each cell shows the agent's authorization badge for that product, summarized across all states.

If no agents match your filters once an agency is selected, the page replaces the table with a No Agents Found card reading "No agents available for the selected filters."

Bulk Authorizing or Unauthorizing Agents

When you'd do this. You have launched a new product, expanded into new states, or onboarded an agency, and you need to grant a batch of producers the right to write business for one or more products across one or more states. Authorize Licensed is the safe sweep: it authorizes only the states where the agent already holds a compliant license, so it can never extend authority past what the agent is legally able to sell.

Use the Product visibility and Agencies filters to narrow the table to the agents you want to manage. (For an organization-wide sweep, leave the agency filter empty so every associated agency stays in play.)
Tick the checkbox on each agent row you want to include. Use the header checkbox to select every row on the current page.
Click the Actions button at the right of the filter bar. The Bulk-Set Authorization Action slide-over opens with a subtitle confirming the number of selected agents.
Fill in the form:

Field	Required	Description
Action	Yes	The action to apply. Choose Authorize Licensed to authorize only the states where the agent already holds a compliant license for the product, or Unauthorize (shown as `unauthorize` in the dropdown) to revoke authority across the chosen states regardless of license status.
Products	Yes	One or more products to apply the action to. Multi-select with a Select all option.
US States	Yes	One or more states to apply the action in. Disabled until at least one product is chosen; the list then narrows to the states served by the selected products. Select all picks every eligible state.

Click Submit. The button shows a spinner while the request is enqueued, and the slide-over closes once the request is accepted.

After you submit, an info banner appears: "Authorization request submitted. Some items may be skipped if the agency does not hold a compliant license for the requested state and product." The View progress link in the banner opens the bulk request detail page, where you can inspect the outcome for every agent-product-state combination, including any item skipped because no compliant license was on file.

Tip: Run Authorize Licensed first for the broad sweep, then use the per-agent popover to mop up the few remaining gaps individually. Reserve Unauthorize for revocations driven by policy changes, terminations, or product retirements.

Note: The Actions button stays disabled until you have selected at least one agent row AND have products configured in Product visibility. If it is greyed out, check both conditions first.

Single-Agent Bulk Action from a Status Badge

When you'd do this. You are scanning the table, spot a yellow or red badge in one of the product columns, and want to act on just that agent for just that product without disturbing your selection across the rest of the table.

In the Authorization Status column, click the colored badge for the agent and product you want to manage.
The Product Authorization Breakdown popover opens with four count squares laid out in a Licensed/Unlicensed × Authorized/Unauthorized grid.
Click the count square for the category you want to act on. The states in that category appear in a two-column list below, each labelled with its license status and authorization status.
Click the Actions button that appears at the bottom of the popover. The Bulk-Set Authorization Action slide-over opens pre-filled with that agent, that product, and the states from the square you selected.
Review the auto-populated form, adjust the action if needed, and click Submit. The same banner and View progress link appear as in the full bulk flow.

Tip: Use the Licensed / Unauthorized square as your starting point for a quick win. Selecting it and pressing Actions lets you flip exactly the states where the agent is ready to sell but has not yet been authorized.

Filtering and Searching

Two filter controls sit above the table; both support multi-select and Select all. The filter bar's tooltip reads: "You can filter agencies/agents by product visibility or agencies. Multiple products can be selected all at once."

Filter	Type	Purpose	Example use
Product visibility	Multi-select dropdown	Choose which products appear as authorization columns and limit the roster to producers tied to at least one of those products.	Rolling out a new auto product? Pick "Personal Auto" so the table shows only the Personal Auto column and only agents at an agency that carries it.
Agencies	Multi-select dropdown	Limit rows to agents working under one or more associated agencies.	Reviewing onboarding for a single agency? Pick that agency to focus the table on its producers only.

Filter selections are written to the URL (selectedProducts, selectedAgencies) using shallow routing, so the page does not reload but the view can be shared. Changing the Agencies filter resets pagination to the first page.

Use the Search... box in the top app bar for free-text lookup. It matches, case-insensitively, against the agent's first name, last name, and NPN, plus the agency's name and the branch name. Search runs server-side across the full result set (not just the current page) with a short typing delay, and resets the table to page 1.

Reading the Authorization Status Breakdown

The Product Authorization Breakdown popover (opened by clicking a status badge) summarizes one agent's coverage for a single product across all states. The four count squares are:

Square	Color	Meaning	What it usually means to do
Licensed / Authorized	Green	The agent holds a compliant license AND is authorized to write business in this state.	No action needed; this is the target state.
Licensed / Unauthorized	Yellow	The agent holds a compliant license but has not been authorized yet.	The most common target for Authorize Licensed. Click the square, then Actions.
Unlicensed / Authorized	Red (filled, white text)	The agent is authorized to write business in this state but does not hold a compliant license.	Compliance risk. Click the square, then either revoke the authorization or chase the licensing gap before any new policies bind.
Unlicensed / Unauthorized	Soft red	The agent has neither a compliant license nor an authorization here.	No immediate action; usually the agent is not expected to sell in this state.

A state counts as "licensed" when its license status is compliant or appointed, and as "unlicensed" when it is missing LOA, missing license, missing carrier, or expired license. Clicking any square reveals that category's state list in a scrollable two-column grid; each state shows the state code on top and its underlying license status and authorization status on the line below.

Visual Indicators

Indicator	Meaning	What to do about it
Green status badge ("Authorized")	The agent is authorized for this product across every licensed state.	No action needed.
Yellow status badge ("Partially Authorized")	The agent is authorized for some, but not all, of their licensed states (or is only authorized in states without a compliant license).	Open the badge popover and run Authorize Licensed on the Licensed / Unauthorized square.
Red status badge ("Unauthorized")	The agent has no authorizations for this product.	Open the badge popover, confirm whether that is intended, and authorize the licensed states.
Triangle warning icon next to a status badge	One or more authorized states for this agent and product lack a compliant license. The tooltip reads "Some authorized states do not meet license compliance."	Open the badge popover, click the Unlicensed / Authorized square, and either revoke the authorization or resolve the licensing gap.

Frequently Asked Questions

Why is the Actions button disabled? The Actions button is enabled only when at least one agent row is selected AND your organization has products configured for Authority. Select one or more agents from the table and confirm that products are listed in Product visibility.

Why were some items skipped when I submitted the bulk action? The Authorize Licensed action authorizes only the states where the agent holds a compliant license for the requested product. States without a compliant license are skipped rather than authorized. Open the bulk request detail from the View progress link in the confirmation banner to see exactly which items were skipped and why.

What is the difference between Authorize Licensed and Unauthorize? Authorize Licensed grants authorization only in states where the agent already holds a compliant license for the product, so it can never authorize an unlicensed agent. Unauthorize revokes authorization in the selected states regardless of license status.

Why does the warning triangle appear next to a status badge? It signals that the agent is authorized in one or more states where they do not hold a compliant license. Open the badge popover, click the Unlicensed / Authorized square to see the offending states, and decide whether to revoke the authorization or resolve the underlying licensing gap.

How do I find one agent quickly? Type the agent's name or NPN into the Search... box in the top app bar. It also matches agency name and branch name, so you can narrow to "every producer at a given agency" without touching the dropdown filters.

Can I select every agent across every page in one click? The header checkbox selects every row on the current page only. To act on agents across multiple pages, increase the page size, narrow your filters until everything you need fits on one page, or run the bulk action separately on each page.

How is this Agents tab different from the Agents tab on a single agency's page? This Agents tab is a cross-agency roster of every producer your organization works with. The Agents tab inside a single agency's detail page shows only that agency's producers, alongside the per-state map view. Use this tab for broad bulk operations and the per-agency tab for focused, single-agency reviews.

My agency does not appear in the Agencies dropdown. Why? Only associated agencies with a successful NIPR data sync (or those explicitly flagged as not requiring an NPN) appear in the filter, and duplicates sharing an NPN are collapsed to one entry. If an agency is missing, confirm it is associated with your organization and that its NIPR data subscription has completed successfully.

Best Practices

Filter by product first when running a broad sweep. Narrowing Product visibility up front limits the table to the agents who matter for that product and keeps the bulk action scoped to the columns you intend to change.
Start from the Licensed / Unauthorized square. It surfaces the agents who are ready to sell but have not been authorized yet, and a one-click Actions flow turns those into authorizations.
Address the warning triangle promptly. An Unlicensed / Authorized state means an agent can write business without a supporting license, which is a compliance risk in an audit.
Prefer Authorize Licensed over manual state-picking. Because it only authorizes compliant states, it removes the risk of authorizing an agent in a state where they cannot legally sell.
Open the bulk request detail after every submission. The View progress link in the banner is the canonical record of which agent-product-state items succeeded, were skipped, or failed, and is the fastest way to catch a misconfigured product or missing license before stakeholders ask.

Authority: Agencies Tab — The agency-level lens on the Authority page: grant and revoke each agency's right to sell each of your products in each state, and act on gaps across your full agency roster in bulk.