Skip to main content

NPN Lookup

Written by Sven Gerlach

Overview

NPN Lookup is where you resolve a batch of National Producer Numbers (NPNs) against NIPR in one pass, so you can answer "who are these producers and where are they licensed" without opening each NPN by hand. It is built for the moments when you have a spreadsheet, a list pasted from an email, or a PDF appointment letter, and you need clean producer data fast.


What is NPN Lookup?

NPN Lookup is a self-service tool that takes a list of NPNs, queries NIPR for each one, and returns a consolidated view of the producer's name, entity type, FEIN (for firms), date of birth (for individuals), and resident license states.

Who uses it. Licensing managers, compliance analysts, and onboarding teams at a carrier or MGA. Reach for it when you need to verify producer identity in bulk: vetting a downstream agency's roster, validating a producer list before sending appointment paperwork, or reconciling an inherited dataset of names and NPNs against NIPR.

With NPN Lookup you can:

  • Resolve up to 500 NPNs in a single session instead of looking each one up by hand

  • Pull NPNs straight out of a CSV, TXT, Excel, or PDF file instead of retyping them

  • Trim or extend the extracted NPN list before you commit to the lookup

  • Watch results stream in live as NIPR responds, so you can act on partial data

  • Tell individuals from firms at a glance and isolate the records that need follow-up

  • Export the full result set as a CSV to share with stakeholders or attach to a ticket


Accessing NPN Lookup

From the Upstream Entity app, open Left sidebar → Tools → NPN Lookup. The breadcrumb at the top of the page reads Tools / NPN Lookup, and the page opens to the input card with two tabs.

NPN Lookup is part of the Tools feature set. If you do not see Tools in the left sidebar, your organization may not have the Tools feature enabled. Contact your account owner or Turris support to turn it on.

What's visible on the page:

Element

Description

NPN Lookup input card

The starting panel. States the session limit ("Supports up to 500 NPNs per session") and exposes the two input tabs.

Upload File tab

The default tab. Drop a file into the upload zone or click to browse. Helper text reads "Supports CSV, TXT, Excel, and PDF files."

Enter NPNs Manually tab

A tag input where you type or paste NPNs one at a time.

Validation banner

A red banner with an alert icon appears above the tabs when the chosen file is rejected (wrong extension or too large).

Page-level error banner

A red banner under the breadcrumb appears when a previous lookup failed. The input card is re-shown so you can correct and retry.

There is no open-row action on this page. The page is single-purpose: you submit input, watch progress, then read or export the results.


Running an NPN Lookup

When you'd do this. You have one or more NPNs (in a file, a chat message, or a pasted list) and you want NIPR's record for each one without querying them individually.

The flow has up to four steps depending on the input method. File uploads add a Review Extracted NPNs step before the lookup runs. Manual entry skips review and goes straight to processing.

Uploading a File

When you'd do this. You already have the NPNs in a document and would rather not retype them. A CSV from your producer system, a PDF appointment letter from a market, or an Excel roster from a downstream agency are all valid inputs.

  1. On the NPN Lookup card, stay on the Upload File tab.

  2. Drag your file into the upload area, or click the area to open a file picker.

  3. Once the file is attached, click Upload and Extract NPNs.

  4. Turris uploads the file, scans it for NPN-shaped numeric sequences, and advances you to the Review Extracted NPNs screen.

Supported file requirements:

Field

Required

Description

File

Yes

One file per session. Accepted extensions: .csv, .txt, .xlsx, .xls, .pdf. Maximum size 10 MB.

Note: If the extension is not accepted or the file exceeds 10 MB, the validation banner appears and the file is rejected before any upload happens. You stay on the input card and can pick a different file. The file type is also re-checked on the server, so an unsupported file never reaches the extractor.

Entering NPNs Manually

When you'd do this. You have a short list of NPNs in hand, in a chat message, or copied from a webpage, and you want to skip the file step entirely.

  1. Click the Enter NPNs Manually tab.

  2. Type or paste each NPN into the input. Press Space, comma, or Enter after each one to commit it as a tag.

  3. Each committed NPN appears as a removable chip. Click the chip's close icon to drop it.

  4. Click Lookup N NPNs (the button label reflects the current count) to start the lookup immediately. There is no review step for manual entry.

Input rules:

Field

Required

Description

NPNs

Yes

Numeric digits only. Non-numeric text is rejected before it becomes a tag. Up to 500 per session. Example: 8148144.

Tip: You can paste a whole list at once. When you paste text containing commas or spaces, Turris splits it and adds each numeric value as its own tag. Duplicate NPNs are ignored automatically, and once you reach 500 tags the input stops accepting more and shows "Maximum of 500 NPNs reached."

Reviewing Extracted NPNs (File Uploads Only)

When you'd do this. Right after a file upload finishes extracting. This is your chance to remove stray numbers the extractor caught (employee IDs, ZIP codes, phone fragments) and add NPNs the file did not contain.

The Review Extracted NPNs panel shows every NPN found, with a count line that reads "N NPNs found". If extraction returned more than 500, you also see "(capped at 500)" in amber next to the count.

From this panel you can:

  • Remove an NPN. Click the close icon on the chip to drop it.

  • Add more NPNs. Type into the input and commit each one with Space, comma, or Enter.

  • Click Cancel to discard the extracted list and return to the input card.

  • Click Look Up N NPNs to start the lookup against NIPR. The button is disabled when the list is empty.

Tip: Trim the list before running the lookup. Extraction is intentionally permissive (it accepts plain numeric sequences) so a file with phone numbers or ZIP codes can produce false-positive NPNs. Cleaning the list now saves you from reading "Not Found" rows later.

Tracking Progress

Once the lookup starts, the input card is replaced with a progress card showing:

  • A spinning indicator with the heading "Looking up NPNs..."

  • A subtitle reading "N of N processed", updated in real time

  • A progress bar with the percent complete shown to its right

Results begin appearing in a table below as soon as the first NIPR batch returns. You do not have to wait for the entire batch to finish before reading partial results.

Working with Results

When at least one result has arrived, the page shows a summary card row, a result table, and an export button.

Summary Cards

The four cards above the table show counts by outcome and double as filters. Click a card to filter the table to that entity type; click it again to clear it. Selecting all four behaves the same as clearing the filter.

Card

Color

Meaning

Individuals

Primary (blue)

NPNs that resolved to an individual producer record in NIPR.

Firms

Secondary

NPNs that resolved to a firm or agency record.

Not Found

Neutral (grey)

NPNs that returned no record from NIPR.

Errors

Red

NPNs that NIPR could not process (timeout, request error, or transient failure).

Results Table

Column

Description

Name

The producer's full name (individuals) or the firm's legal name (firms). Sortable. An empty value shows a dash placeholder.

ID

The NPN. For firms, the FEIN is also displayed beneath the NPN when NIPR returns one (the column hint reads "NPN / FEIN").

Type

A colored badge with one of the four entity-type labels: Individual, Firm, Not Found, or Error. Sortable.

Resident States

A state circle plus the state name for each state where the entity holds a resident license. The first four states show inline; click the +N chip to expand the rest in a popover.

Additional Info

For individuals, displays Date of birth: with a copyable value when NIPR returns one. Blank for firms and unresolved NPNs.

The table supports column sorting on Name and Type, and substring search across Name and ID. Pagination appears automatically when the result count exceeds 10 rows.

Exporting Results

Click Export CSV above the table to download every result row. The CSV always reflects the full result set; active summary-card filters do not narrow the export. The file columns are NPN, Type, Name, Resident States (semicolon-separated), FEIN, Date of Birth, and Error. The filename is npn-lookup-results-YYYY-MM-DD.csv.

Starting a New Lookup

After processing completes, a New Lookup button appears at the bottom right of the results. Click it to reset the page, clear the current job, and return to the input card for the next batch.


Filtering and Searching

Filtering and search are scoped to the active result set. There is no cross-session filtering, because results live only for the duration of the job.

Filter

Type

Purpose

Example use

Individuals card

Single-click toggle

Show only rows where NIPR returned an individual producer.

Reviewing a producer list and ignoring agency NPNs that crept in.

Firms card

Single-click toggle

Show only rows where NIPR returned a firm or agency.

Vetting an MGA's roster of sub-agencies.

Not Found card

Single-click toggle

Show only rows NIPR could not match.

Building a list of suspect NPNs to verify with the source.

Errors card

Single-click toggle

Show only rows that hit a NIPR-side error.

Identifying NPNs to retry in a follow-up session.

Name / Type sort

Column header click

Reorder the table by producer name or entity type.

Grouping individuals together for review.

The table's search box (shown once results exceed 10 rows) matches against the Name and ID columns. The ID column matches the NPN and, for firms, the FEIN. Partial substrings work: typing 412 against an NPN of 412116993 returns that row.


Visual / Status Elements

The Type column and the summary cards share the same color scheme, so a row's outcome is scannable at a glance.

Color

Label

Meaning

What to do about it

Primary (blue)

Individual

The NPN matched an individual producer in NIPR.

No action needed. Use the Additional Info column to confirm the date of birth matches your records.

Secondary

Firm

The NPN matched a firm or agency record.

No action needed. Use the FEIN under the ID column to confirm the firm's identity.

Neutral (grey)

Not Found

NIPR returned no record for this NPN.

Verify the NPN with the source. Common causes: a typo in the input list, a producer whose record was never activated in PDB, or a number that was never issued.

Red

Error

The lookup failed for this NPN (NIPR-side error or timeout).

Re-run the failed NPNs in a fresh session. Errors are usually transient and resolve on retry.

If the lookup fails wholesale (the job times out, NIPR is unreachable, or the file extractor crashed), a red banner appears at the top of the page with the error message and the input card is restored so you can correct and retry. Note that returning to the input card resets it to the default Upload File tab.


Frequently Asked Questions

How many NPNs can I look up at once? Each session supports up to 500 NPNs. If your file contains more, the list is capped at 500 during the review step and the count line shows "(capped at 500)" so you know which NPNs the lookup will skip.

What file types are supported for upload? CSV (.csv), text (.txt), Excel (.xls, .xlsx), and PDF (.pdf). The maximum file size is 10 MB. Files outside these limits are rejected before the upload completes.

How does Turris extract NPNs from my file? Turris scans the file for numeric sequences that look like NPNs. For CSVs and spreadsheets, the cell values are inspected; for PDFs, the text content is read. The extraction is intentionally permissive, so the Review Extracted NPNs step gives you a chance to remove false positives like ZIP codes or employee IDs.

What data does NPN Lookup return? For each NPN, Turris returns the producer or firm name, the entity type (Individual or Firm), the FEIN if it is a firm, the resident license states, and the date of birth for individuals (when NIPR provides it).

Why are some of my NPNs marked "Not Found"? "Not Found" means NIPR returned no record for that NPN. Common causes: a typo in the source data, a producer whose record is no longer active in PDB, or a number that was never issued.

Why are some NPNs marked "Error"? "Error" means the lookup itself failed for that NPN, typically a NIPR-side error, a request timeout, or a transient network issue. Re-running the failed NPNs in a new session usually clears them.

Are results saved between sessions? No. NPN Lookup is single-session by design. Results are kept for 30 minutes in the active job and are not stored against any agent, agency, or policy record in your organization. Export the CSV before navigating away if you need a copy.

Can I export only the filtered rows? No. Export CSV always downloads the full result set, regardless of which summary-card filter is active. To produce a filtered CSV, open the file in your spreadsheet tool and filter there.

Does NPN Lookup change anything in my Turris organization? No. NPN Lookup is read-only. It queries NIPR and renders the response. It does not create, update, or delete any agents, agencies, licenses, or appointments in your organization.


Best Practices

  1. Clean the source list before uploading. Remove header rows, duplicate NPNs, and obviously malformed numbers before the upload so the extracted list stays focused on real producers. Less noise in the file means less time spent trimming in the review step.

  2. Always review before clicking Look Up. Extraction is permissive, so anything that looks like a number can be captured, including stray identifiers in unrelated columns. A 30-second skim of the review tags now saves you from chasing "Not Found" rows later.

  3. Export immediately. Job results live for 30 minutes and are tied to the active session. If the result set matters, click Export CSV before navigating away or closing the tab.

  4. Use the summary cards to triage. Click Errors and Not Found to isolate the problem rows first, then copy those NPNs into a new manual-entry session for a quick retry without re-processing the ones that succeeded.

  5. Retry errors with manual entry, not a re-upload. Manual entry skips the extraction step and goes straight to NIPR, so retrying a small list of error NPNs is faster than re-running the original file.


Need Help?

If you have questions about NPN Lookup or encounter any issues, contact our support team at support@turris.com.

Did this answer your question?