Overview

The Upload Documents panel in Agency Onboarding settings is where you set the compliance-document checklist every invited agency must satisfy before they can finish onboarding with you. Errors & Omissions and W9 are always required; the one decision you make here is whether a Cyber Policy is mandatory or optional, so the requirement matches your underwriting standard.

What is the Upload Documents Setting?

Setting the document requirements once here means every agency you invite faces the same, consistent checklist during the Upload Documents step of their onboarding, instead of you policing it agency by agency.

Who uses it. Licensing managers, compliance leads, and onboarding administrators at carriers, MGAs, and wholesalers — the people who decide what evidence an agency must provide before contracting can move forward.

What you can do here:

Decide whether a Cyber Policy is mandatory for every new agency or whether agencies can finish onboarding without one.
Confirm that Errors & Omissions and W9 stay required on every agency you invite (these two are fixed and cannot be turned off).
Have your decision take effect immediately on future agency invitations, with no separate save step.
Keep the onboarding checklist identical across every market contact and licensing teammate, without per-agency configuration.

Accessing the Upload Documents Setting

The Upload Documents panel lives inside the global Settings modal, so you can open it from any page in the app.

Click Settings (the gear icon) at the bottom of the left sidebar.
The Settings modal opens. In the modal's left-hand list, under the Organization group, click Agency Onboarding to expand it.
Under Agency Onboarding, click Upload Documents.
The Upload Documents panel loads inside the modal.

Close the modal at any time to return to the page you were on.

What's visible on the page

Element	Description
Upload Documents Step banner	Header callout reading "Control which documents your invited agencies have to upload. The E&O and W9 documents are required by default." It reminds you that two of the three documents on this step are non-negotiable.
Upload Documents section heading	Section title introducing the configurable control below.
Is Cyber Policy Optional? label	Label for the single configurable toggle on the page.
Question-mark icon next to the label	Click or hover to open a one-line popover: "When enabled, uploading a cyber policy is optional."
Is Cyber Policy Optional? toggle	Switch controlling whether agencies must upload a Cyber Policy. On = optional. Off = required. Defaults to On (optional).

Changing the Cyber Policy Requirement

When you'd do this. Your underwriting team has decided Cyber coverage is now mandatory for every agency you contract with, or alternatively you want to relax the rule so a missing Cyber Policy no longer blocks onboarding. Either way, you flip the one toggle here and the next agency you invite sees the new rule.

Open Left sidebar → Settings → Agency Onboarding → Upload Documents.
Locate the Is Cyber Policy Optional? row.
Click the toggle to flip it:

Toggle state	What it means for invited agencies
On (Cyber Policy optional)	Agencies can complete the Upload Documents step without a Cyber Policy. They may still upload one voluntarily; their Cyber Policy section shows an `(optional)` label.
Off (Cyber Policy required)	Agencies must upload a Cyber Policy before they can move past the Upload Documents step.

The change saves automatically — there is no Save button.
A confirmation alert appears reading "Onboarding settings updated successfully".

Note: This setting applies at the moment an agency completes the Upload Documents step. Agencies that already finished that step before you flipped the toggle are not asked to re-upload retroactively.

Tip: If you are about to invite a batch of agencies and want them all held to the same Cyber Policy rule, set this toggle before you send the invitations.

What Happens Without Permission

Only members whose role grants update access to Agency Onboarding settings can change the toggle. If you do not have that permission:

The toggle is wrapped in a feature-restriction notification, so the control is flagged as unavailable to you.
Attempting to flip it triggers an error alert: "You do not have permission to update onboarding settings." The toggle reverts to its previous state and nothing is saved.
Ask an administrator at your organization to adjust your role, or contact Turris support if you believe you should have access.

Note: If the entire Upload Documents panel shows a feature-not-available message instead of the toggle, Agency Onboarding is not enabled on your current plan. Reach out to Turris support to discuss access.

What Agencies See

When an invited agency reaches the Upload Documents step of onboarding, they are presented with three document sections that mirror your setting. Each section shows a table of any uploaded document plus an Add Document button, and opens an upload slide-over.

Document	When required	File rules
Errors & Omissions	Always required	PDF only, up to 25 MB
W9	Always required	PDF only, up to 25 MB
Cyber Policy	Required only when Is Cyber Policy Optional? is Off. Shown with an `(optional)` label when the toggle is On, so agencies may still upload voluntarily.	PDF only, up to 25 MB

A few details agencies will notice on their side:

The upload slide-over accepts a single PDF via drag-and-drop or browse; the dropzone reads "Drop your file here, or browse" and "PDF up to 25MB". Files larger than 25 MB or in any non-PDF format are rejected with an inline error.
After a W9 is uploaded, Turris automatically reads its details and shows a brief "Validating W-9..." indicator. If the W9 cannot be validated, the agency is prompted to upload a new W-9 or edit the extracted details.
Once a document is on file, the agency can update its metadata (for example, the tax details on the W9, or the policy details on the E&O and Cyber Policy) without re-uploading the file.

Frequently Asked Questions

Why are E&O and W9 always required? Errors & Omissions (professional liability) coverage and a W9 are baseline evidence for every agency contract: the E&O proves the agency carries the professional liability coverage you require, and the W9 supplies the tax information needed to process commissions. Because every organization needs both on file, neither can be turned off.

Why is only Cyber Policy configurable? Cyber Policy requirements vary widely by carrier and product. Some markets require a standalone cyber liability policy from every agency they appoint; others accept whatever the agency carries, or do not require it at all. The toggle lets each organization match its own underwriting policy.

Do I have to click Save after changing the toggle? No. The panel auto-saves. The moment you flip the toggle the new setting is persisted, and a confirmation alert reading "Onboarding settings updated successfully" confirms it.

Does this affect agencies who already onboarded? No. The requirement is checked while an agency is completing the Upload Documents step. Agencies that already finished onboarding are not asked to re-upload documents when you change the toggle.

Can I add my own custom documents to this step? No — the Upload Documents step is limited to the three standard documents (E&O, W9, Cyber Policy). To collect additional information during onboarding, configure the Custom Questions step under Agency Onboarding settings, which lets you build your own form.

The toggle is flagged as unavailable. Why? Either your role does not include update access for Agency Onboarding settings, or Agency Onboarding is not enabled on your plan. Ask an administrator at your organization, or contact Turris support, to confirm your access.

Best Practices

Decide on Cyber Policy before sending invitations. Set the toggle to match your underwriting standard before you invite the first batch of agencies, so every new agency sees the same checklist.
Document your reasoning internally. Note why your organization made Cyber Policy optional or required — when this setting changes later, your team will know the original intent.
Mention the requirement in your invitation email. If Cyber Policy is required, say so in the email you send when inviting an agency, so they have a current policy ready to upload.
Review the setting at least annually. Compliance and underwriting standards evolve. Revisit Upload Documents whenever your standards change, or once a year as a hygiene check.
Pilot a change with a test agency. Before broadly enforcing a new Cyber Policy requirement, invite a test agency and walk through the Upload Documents step to confirm the experience matches what you expect.

Agency Onboarding: Custom Questions — build a custom drag-and-drop question step agencies complete during onboarding.
Agency Onboarding: Payment Details — decide whether invited agencies must provide banking information during onboarding.
Agency Onboarding: Pre-Contract Review — require a manual review checkpoint before the producer agreement is sent.
Agency Onboarding Settings: Product and State Selections — control whether agencies pick product authority and operating states during onboarding.
Settings: Template Agreements — maintain the producer agreement templates used when inviting agencies.
Settings: Products & Compliance — define products and the state-by-state license and appointment rules.
Settings: Business Rules — set organization-wide coverage, screening, and compliance defaults.
Settings: Security — enforce organization-wide sign-in controls such as SMS-based MFA.
Users (Settings) — add teammates, assign roles, and manage who can access your organization.
Settings: Personal Notifications — choose which events trigger an email or in-app alert for your account.
Settings: Email Domain — register a custom sending domain so platform emails come from your own brand.
Settings: Integrations — connect Turris to third-party tools such as HubSpot.
API (Settings) — generate API Clients and Restricted Access Tokens for integrations.
Settings: Webhook — register HTTPS endpoints to receive automated event notifications from Turris.