Assign Policies is where you bulk-upload E&O, Cyber, and Crime & Fidelity policy PDFs and then map each one to the agency it covers. It is the working counterpart to the Policy Compliance Overview: the Overview shows where every agency stands today, while Assign Policies is where you clear the backlog of certificates that still need to be linked to an agency, and the agencies that still need a policy attached.

Assign Policies gives you two paired views of the same matching workspace, one organized by policy and one organized by agency, so you can work from whichever side has the most outstanding items.

Who uses it. Licensing and compliance managers at carriers, MGAs, and wholesalers who collect E&O, Cyber, and Crime & Fidelity certificates from their downstream agencies and need to keep those certificates tied to the right agency record.

Key capabilities:

Policy Compliance is a premium feature. Organizations without it see a feature-locked notification; organizations that are not yet customers see a "Become a Customer" prompt instead of the workspace.

The page has three controls you will use together:

A page-level Search box sits in the top bar and filters the rows on the active tab.

When you'd do this. A renewal cycle just closed and you have a folder of E&O (or Cyber, or Crime & Fidelity) certificates from your agencies that all need to be brought into Turris and matched to the agency record they belong to.

Note: AI extraction runs in the background. Each new policy first appears on the Policies tab with a Data Extraction Status of queued, then processing, then success (or error if extraction failed). Wait until extraction completes before assigning the policy to an agency.

Tip: Upload all certificates of the same category in one batch. The bulk uploader accepts many files in a single drop and the extraction queue handles them in parallel.

The Policies tab lists every uploaded policy document, the data the AI extracted from it, and whether it has been mapped to an agency. The table is server-paginated, so the page controls reflect your full backlog, not just the rows currently on screen.

Only the Insured and Policy Number columns are sortable; click the column header to sort. The other columns are display-only.

A single Filter pill group sits above the table. A question-mark icon next to the label explains that it filters policies by their association status with an agency.

The page-level Search box matches against primary insured, policy number, and carrier. Partial matches work, so typing Trav finds Travelers.

Click the three-dot icon at the end of a row to open the action menu:

Note: View builds the signed PDF link from an existing agency association, so it works once the policy is assigned to at least one agency. For a policy that is still unassigned, assign it first, or open the document from the open icon in the Agencies tab slide-over.

When you'd do this. You just uploaded a batch of certificates, the AI extracted the data, and now you need to tell Turris which agency in your network each certificate belongs to.

Note: An agency can carry only one policy per category (one E&O, one Cyber, one Crime & Fidelity). If an agency already has a policy in this category, its toggle is replaced with a question-mark icon explaining the rule.

Tip: As soon as you toggle an agency on, the list narrows to agencies that share the same internal association, so a single certificate can be applied to a parent agency and its branches together without losing your selection.

The Agencies tab flips the matching axis. It lists every agency in your network and shows, per category, whether the agency has a policy on file. The table is server-paginated and tree-aware: agencies that have branches render as expandable parent rows with each branch underneath.

Only the Agency and ID columns are sortable.

Three filter pill groups sit above the table, one per coverage category. Each filters the rows independently.

When any filter is set to Unassigned, parent rows auto-expand so the matching branches are visible without a manual click. The page-level Search box matches across agency name, branch name, and NPN; the search is tree-aware, so a parent stays visible whenever one of its branches matches.

When you'd do this. You want to bring one specific agency up to full coverage by attaching one E&O, one Cyber, and one Crime & Fidelity policy to it from the documents you have already uploaded.

Note: An agency can carry only one policy per category at a time. To swap in a different policy for a category that already has one, toggle the existing assignment off first, then toggle the new one on.

When you'd do this. The AI extracted most fields correctly but the primary insured is misspelled, the carrier name is wrong, or a coverage amount needs adjusting before you assign the policy.

Tip: Update the policy first, then assign agencies. Assignments use the corrected data, so fixing it first keeps the Overview view and any exports consistent from the start.

After a bulk upload, every new policy moves through the AI extraction pipeline. The Data Extraction Status column shows where each one is.

Both tabs use a simple two-state badge to show whether a policy is linked to an agency.

Why is the Policies tab showing rows with no extracted data? AI extraction is still running. Each row's Data Extraction Status column tells you whether it is queued, processing, succeeded, or errored. Newly uploaded policies start at queued and update in place as extraction progresses.

Can the same agency carry two E&O policies? No. Each agency can be assigned to one policy per category (one E&O, one Cyber, one Crime & Fidelity). The slide-over disables the toggles on additional policies in a category once one is selected.

Can the same policy be assigned to multiple agencies? Yes. From the Policies tab, the Map Policy onto Agency slide-over lets you toggle on every agency that shares the same internal association, so a single certificate can cover a parent agency and its branches in one save.

What happens to the original PDF after I upload it? The PDF is stored in Turris and stays reachable via the View action on the Policies tab and the open icon next to each policy in the Agencies tab slide-over. Either one opens the document in a new browser tab through a short-lived signed URL.

What if the AI extraction was wrong? Click the three-dot icon on the Policies tab and pick Update to correct any field by hand before assigning. The form covers primary insured, address, other insured, carrier, effective and expiry dates, and the two coverage amounts.

Why is a toggle in the slide-over disabled with a question-mark icon? That agency already carries a policy in the same category. An agency can be on only one E&O, one Cyber, and one Crime & Fidelity policy at a time. Remove the existing assignment first to free the agency up.

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