Agency & Agent Search is where you look up an agency or producer by name, NPN, EIN/FEIN, or state license number, either against the data already in your Turris workspace or live against the national NIPR Producer Database. Use it to verify identifiers, check license status, and confirm whether a firm or individual is already onboarded before you request authority or open an appointment.

Agency & Agent Search saves you the round-trips of opening NIPR in a separate tab or hunting through your agency list just to confirm an identifier. It is a single read-only lookup screen with two data sources (your Turris workspace and the NIPR registry) and two entity types per source (Agency / Agent for Turris, Firm / Individual for NIPR).

Who uses it. Licensing and compliance staff at carriers, MGAs, and wholesale brokerages running quick verifications mid-workflow, such as confirming a producer's resident state before opening an appointment, pulling an EIN for a contract, or checking whether a new submission came from an agency already on file.

You can:

Open Left sidebar → Tools, then click the Agency & Agent Search card. The page loads with the Turris Platform toggle selected and the Agency entity type selected by default.

What's visible on the page:

The two panels are mutually exclusive. As soon as you type into the identity panel, the License Number panel fades and disables, and vice versa, so you cannot accidentally mix an attribute search with a license-number search. Selecting a State alone (without a license number) is enough to switch the form into license-lookup mode.

Note: Agency & Agent Search is part of the Turris Tools feature. If your plan does not include Tools, the page shows an upgrade prompt instead of the search form.

When you'd do this. You want to confirm an agency is already in your Turris workspace, look up its NPN or EIN, or check which states it holds licenses in before opening an appointment or assigning authority.

Tip: Searching by NPN or EIN returns the most precise result. Organization Name does a partial match, so a broad term like Insurance can return many agencies.

When you'd do this. You need to verify a producer attached to one of your agencies, look up their NPN, or check whether they hold an active license in a particular state.

Tip: Agent search is read-only. To manage a producer (assign authority, request appointments, edit records), use the Agents page in the left sidebar instead.

When you'd do this. You want authoritative license data straight from the national Producer Database, for example to confirm a firm's resident state, check whether it appears in NIPR at all, or verify it before adding it as a new agency in Turris.

Note: NIPR searches run live against the national registry. A broad Company Name search (especially Starts with on a short string) can be slow and may time out. If it does, narrow the term, switch to Exact, or look the firm up by NPN or license instead.

When you'd do this. You need to verify a producer who is not in your workspace, for example before sending an appointment request, or to look up their date of birth, NPN, or resident states from the authoritative national registry.

Tip: Combine name fields with different match modes. Set Last Name to Exact and First Name to Starts with when you know the surname precisely but the producer goes by a nickname or shortened given name.

Every name field on a NIPR search has its own match-mode toggle next to the field label, plus a help-tip icon you can hover for a reminder of how each mode matches. Match mode applies to Company Name on a Firm search, and to First Name, Last Name, and Middle Name on an Individual search. Match mode does not apply to Turris searches or to NPN, FEIN, or license fields.

Match mode is set independently per field, so an Exact last name can be combined with a Starts with first name on the same search.

Turris results appear as full-width cards. An agency card leads with a building icon, the legal name, and a category badge; below the name it lists the DBA, NPN, EIN, incorporation state, and phone number. An agent card leads with an initials avatar, the producer's full name, and the associated agency name, then the NPN. Both card types show a row of state license badges and a View all license details ({count}) link.

Click View all license details ({count}) to expand the full license table; the link then reads Hide license details. The table has these columns:

NIPR results appear as compact cards in a three-column grid with no expandable license table; they surface the name, the In Turris badge, the NPN, FEIN (firms) or date of birth (individuals), and resident-state chips.

The state license badges at the top of a Turris result card, and the Status column inside the expanded license table, are color-coded so you can scan compliance at a glance:

On the compact state badges, the badge displays the state code colored by its license status; in the expanded table, the Status column displays the status text itself.

What's the difference between the Turris Platform and the NIPR Registry? Turris Platform searches data already in your workspace (your agencies, your producers, the licenses Turris has synced for them). NIPR Registry queries the live national Producer Database for any licensed firm or individual, whether or not they appear in your workspace.

What does the EXTERNAL badge on the NIPR Registry tab mean? It flags that the search pulls live from the national NIPR registry, which is a system outside Turris. Those results reflect NIPR's data, not yours, until you onboard the entity.

What does the In Turris badge on a NIPR result mean? The firm or individual returned by NIPR matched, by NPN, an entity that already exists in your Turris workspace. Switch to Turris Platform search and look the entity up there to see its full appointment, authority, and compliance details.

Why are the identity panel and the License Number panel never both active? A state plus a license number already uniquely identifies a single license, so combining it with name or NPN filters would create an ambiguous query. The form fades whichever panel you aren't using so it's clear which fields will be sent.

Why did my NIPR search time out? NIPR enforces time limits on broad name queries. A common surname with Starts with can match thousands of producers and exceed the budget. Narrow it by switching to Exact, adding a middle name, or searching by NPN.

Why was my NIPR name rejected as too short? Every NIPR name field (Company Name, First Name, Last Name, Middle Name) must be at least 3 characters when filled. Shorter strings match so many records that NIPR almost always times out.

Can I export the results? No. This page is for ad-hoc, one-off lookups. For multi-NPN batch lookups, use the NPN Lookup tool; for bulk export, use the Agencies and Agents pages.

If you have questions about Agency & Agent Search or encounter any issues, contact our support team at support@turris.com.