Overview

The Agency License Compliance dashboard is where you check, product by product and state by state, whether a single onboarded agency holds the right licenses and appointments to sell each of your products. It rolls every state into one color-coded table so you can spot gaps at a glance and click straight into the underlying license or appointment data.

What is the Agency License Compliance Dashboard?

This dashboard answers one question for a single agency: "Can this agency legally sell my product in this state?" It answers it for every product you distribute through them and every state that product reaches.

Who uses it. Licensing managers and compliance teams at carriers, MGAs, and wholesalers who need to confirm that an onboarded agency (your Licensed Entity) is fully papered before binding new business or auditing in-force production.

From this dashboard you can:

See, for one agency, whether every state where you sell a product has both a valid license and a valid appointment in place
Switch between your products using the tabs at the top, each carrying a colored dot that surfaces the product's worst state-level license issue at a glance
Read the exact reason a state is flagged on the badge itself (for example Missing LOA, Missing Carrier, or Expired License)
Click straight into a state's underlying licenses or appointments to see which line of authority, carrier, or expiration date is driving the issue
Narrow the table to only the states where the agency has been granted authority, or only the states where it requested authority, when your audit cares about one of those slices
Read a live count of how many states are compliant versus how many have issues for the active product

The dashboard combines your product configuration (which states each product is distributed in), the agency's state-authority records, and NIPR license and appointment data into one resolved status per state, per product.

Accessing the Agency License Compliance Dashboard

Open Left sidebar -> License Compliance. The License Compliance roster loads, listing every onboarded agency.
Click the row for the agency you want to review. The page navigates to the Agency License Compliance dashboard for that agency.

When the page loads you will see:

Element	Description
Breadcrumbs	A trail at the top of the page with a link back to License Compliance.
Agency name (page title)	The agency's Legal Name as recorded on its Licensed Entity record.
Subtitle	`License and appointment compliance dashboard`.
Product tabs	One tab per product configured in your organization. Each tab shows the product name and a small colored dot (green, yellow, or red) reflecting the worst state-level license status for that product.
Filter by State Authority	A badge group at the top of the active tab body with three pills: All, Approved, and Requested. A question-mark popover next to the title explains the three options.
Counters	To the right of the filter: a green check followed by N compliant, plus (when there are issues) a red or yellow icon followed by N with issues.
Compliance table	The state-by-state breakdown for the active product, with a State, License Status, and Appointment Status column.

Note: This dashboard requires the License Compliance feature on your subscription. If your organization is not yet a Turris customer, the page shows a Become a Turris Customer notification with a Request Access button and a Contact Support link to support@turrisfi.com. If you are a customer but License Compliance is not enabled, the page shows a premium-feature notice in place of the dashboard.

Switching Between Products

When you'd do this. You distribute more than one product through the agency (for example Auto and Homeowners) and need to audit each one on its own, because licensing and appointment requirements differ by line of business.

Look at the row of tabs above the Filter by State Authority control. Each tab is named after one of your products.
Check the colored dot next to each product name:
- Green means every state for that product has a compliant license status.
- Yellow means at least one state has a Warning-level license status.
- Red means at least one state has a Missing License or Expired License status.
Click any tab to load that product's compliance table. The Filter by State Authority pills and the counters reset to reflect the newly selected product.

Tip: Work the red tabs first, then yellow, then green. The dot on each tab is computed from the worst License Status across every state for that product, so a red dot means at least one state will block sales until it is resolved.

Drilling into a State's Licenses or Appointments

When you'd do this. A badge reads Missing LOA, Expired License, or Warning, and you need to see which specific line of authority, carrier, or expiration date is causing it so you can remediate.

Find the state row of interest in the compliance table.
Click the License Status badge to open that state's full license breakdown for the selected product. The destination page lists the underlying NIPR license records and the lines of authority your product requires.
Click the Appointment Status badge to open that state's full appointment breakdown for the selected product. The destination page lists the carrier appointments and the appointment requirements applied to the product.
Use the breadcrumbs to return to the dashboard when you are done.

Both destinations carry the active product tab with them, so the detail view opens already scoped to the product and state you started from. An arrow icon slides in on the right edge of each badge when you hover, signaling the row is clickable.

Tip: When a row has both a license and an appointment issue, the license usually drives the appointment failure (an appointment cannot be valid without the underlying license). Resolve the License Status first, then re-check the Appointment Status.

Filtering and Searching

Two controls narrow the table: a badge group above the table and the global search box in the page header.

Filter	Type	Purpose	Example use
Filter by State Authority	Badge toggle (single-select; All by default)	Choose which slice of states to show for the selected product.	Auditing in-force production? Pick Approved to ignore states where the agency does not yet have authority. Reviewing the onboarding pipeline? Pick Requested.
Global search	Search box	Matches against state name and state abbreviation with fuzzy matching.	Type `TX` to jump to Texas, or `Caro` to surface North Carolina and South Carolina.

The three Filter by State Authority options, as the question-mark popover describes them:

Option	What it shows
All	Every state the selected product is distributed in. This is the default.
Approved	Only states where the agency has been given authority for the selected product.
Requested	Only states where the agency has requested authority for the selected product.

The global search box sits in the page header and is shared with other Turris pages. Its value drives the table's global filter, so typing there filters the visible rows in place. Only the State column is searchable; the status badges are not matched by search.

Reading the Compliance Table

The same three columns appear on every product tab. Rows are sorted alphabetically by state name by default, and any column header can be clicked to re-sort.

Column	Description
State	A colored state badge next to the full state name. Searchable from the global search box and sortable by state name.
License Status	A clickable badge showing the agency's resolved license status for the selected product in that state. The badge shows an icon, the status name (for example Compliant, Missing LOA, Expired License), and the first contributing message. When there are more messages, a `(+N)` suffix shows how many additional reasons exist. Hover the badge to read the full message list as a tooltip.
Appointment Status	A clickable badge showing the agency's resolved appointment status for the same state and product, in the same shape as the License Status badge.

The counters to the right of the filter summarize the active product. N compliant counts the states where both the License Status and the Appointment Status are compliant. N with issues is the remaining count; its icon turns red when any state is missing a license or appointment outright, and stays yellow when the issues are warnings only.

Row tinting

Rows are tinted so problem states stand out without scanning every badge:

Tint	When it appears	What it means
Red background	Either the License Status or the Appointment Status on the row is Missing License (the most severe status).	This state will block sales of the selected product until the license or appointment is in place. Click the offending badge to investigate.
Yellow background	The worst status on the row is a Warning, with no Missing License present.	The state will likely keep working today, but something is expiring, partially configured, or otherwise needs attention.
No tint	Both statuses on the row are compliant.	No action needed.

Status Legend

License Status and Appointment Status badges share the same visual language across every product tab. The icon and color come from the resolved status; the text label is the status name returned for that state.

Color	Label	Meaning	What to do about it
Green check	Compliant / Appointed	Every license or appointment requirement for the product in this state is met.	Nothing. The row is good.
Green minus	Not Required	No license or appointment is required for the product in this state.	Nothing. The requirement does not apply here.
Yellow triangle	Warning (for example Missing LOA, Missing Carrier, partial coverage)	A requirement is partially met or about to lapse. The agency may still be able to transact today, but a remediation window has opened.	Click the badge, identify which line of authority is missing or which license is expiring, and have the agency add the missing LOA or renew before it lapses.
Red triangle	Missing License	A required license or appointment is missing entirely.	Click the badge, identify the missing license or appointment, and pause new business in this state until the agency supplies it.
Red circle-X	Expired License	The license that would satisfy the requirement existed but has expired.	Click the badge, confirm the expiration date, and require the agency to renew or replace the license.
Tab dot (green / yellow / red)	Product-level indicator	Reflects the worst License Status across every state for that product.	Start audits on red-dot tabs and work toward green.

The colored state badge in the State column uses Turris's standard state palette and is identical to the state badges shown elsewhere in the platform.

Empty States and Errors

The dashboard handles three empty or error conditions explicitly:

Condition	What you see	What to do
No products configured	The tabs are hidden entirely. A No products found notification appears in their place reading "You have not yet provided us with your product mapping," with a Click here to add your first product link.	Click the link to open Settings -> Products and add at least one product mapping. The dashboard cannot compute per-state compliance without products.
No data for the selected filter	The active tab body shows a No data available notification reading `No compliance data found for the selected states.`	Switch the Filter by State Authority pill to All, or confirm the product is configured to be distributed in the states you expect.
Backend error on a product tab	The active tab body shows No data available with the backend error message in place of the default text.	Retry the page. If the error persists, contact `support@turrisfi.com` with the agency, product, and time of the failure.

Frequently Asked Questions

Why do I see tabs for some products but not others?

Tabs are rendered one per product configured in your organization's product mapping. If a product is missing, add it via Settings -> Products. Once saved, the tab appears on the next page load.

Why is a state I expected to be compliant showing a Warning or red badge?

The badge reflects the most severe missing requirement for the product in that state. Hover the badge for the full list of contributing messages. Common reasons are a missing line of authority on an otherwise valid license, an expiring license, or a missing carrier appointment for a product that requires one.

What is the difference between the Approved and Requested State Authority filters?

Approved shows only the states where the agency has been given authority for the selected product. Requested shows only the states where the agency has requested authority. All shows every state the product is distributed in.

Why is a product tab dot green even though some rows look problematic?

The tab dot reflects the worst License Status across every state for that product, computed independently of Appointment Status. If only the Appointment Status is non-compliant, the tab can still show green. Use the N with issues counter next to the filter as the authoritative compliance summary for the product.

Where does the underlying compliance data come from?

License and line-of-authority data comes from NIPR, joined against your organization's per-product, per-state license requirements. Appointment data comes from NIPR's appointment records, joined against your product's appointment requirement configuration. If a value looks stale, re-run the NIPR compliance data synchronization from the License Compliance roster.

Why does the header use the agency's legal name instead of its DBA?

This page uses the agency's Legal Name for consistency with the breadcrumbs and other compliance views. Branch names and DBAs are surfaced on the agency profile and roster pages.

Best Practices

Work the red tabs first. The dot on each product tab surfaces which product has the most severe state-level issue. Triage red, then yellow, then green so the riskiest gaps are closed first.
Match the State Authority filter to the question you are answering. Use Approved when auditing in-force production, Requested when reviewing onboarding pipelines, and All for a complete picture.
Hover badges before clicking. The status name and first message tell you the headline problem; the full hover tooltip lists every contributing reason in one place, which often answers the question without a drill-in.
Click badges instead of guessing. The state-level license and appointment detail pages reflect the ground-truth NIPR data and your requirement configuration. Use them whenever a status looks wrong before opening a support ticket.
Re-sync NIPR after remediation. When the agency renews a license, adds an LOA, or completes an appointment, the NIPR compliance data must be re-synced from the License Compliance roster before this dashboard reflects the change.
Keep your product mapping current. Missing or out-of-date product configuration shows up here as missing tabs, unexpected Not Required statuses, or states that simply do not appear. Refresh Settings -> Products whenever you add a market or change distribution.

License Compliance - The roster of every onboarded agency with identifiers, resident states, sync status, and a link into this dashboard.
License Compliance: Agents - The list of every agent at this agency, with NPN, resident states, sync status, and a link into each agent's dashboard.
Agent Compliance Dashboard - The deepest drill-down on a single agent's license and appointment posture inside this agency.