The Agency Detail dashboard is where you size up a single agency in your organization at a glance: where it holds active licenses, where a license is about to lapse or has already expired, where it is unlicensed, the alternate legal names it is registered under by state, and the full Producer Database (PDB) compliance record. It opens on an interactive United States map and gives you what you need to answer "are we good to write in this state?" without leaving the page.

The Agency Detail dashboard is the per-agency drill-down reached from the Agencies roster. It answers three concrete questions for one company at a time: "Where are we licensed today, and is any of it expiring?", "Under what legal name are we registered in each state?", and "What does the agency's full NIPR record look like?"

Who uses it. Licensing managers, compliance analysts, and agency principals reviewing the licensure posture of one top company or one branch before a renewal, a new appointment, an audit, or a request from a market.

Key capabilities:

The page chrome adapts to your organization category. If your organization is a TPA, Agency renders as Claims Org; a branch hierarchy may render it as Branch. Every reference to "agency" below uses whatever label your account is configured with.

The page shows one entity at a time: the row you clicked, which is either your top company or a single branch underneath it.

A breadcrumb sits at the top of the screen reading Agencies → <Agency Legal Name>. Click Agencies in the breadcrumb to return to the roster. Below it, three tabs run across the content area:

Note: The Licenses and Legal Name by State tabs both require that NIPR data has been synchronized for the agency. Until the sync reaches Synchronized, those tabs show a "Compliance data not synchronized yet" prompt instead of the map or table. See When Compliance Data Hasn't Synced Yet below.

When you'd do this. You want a five-second read of an agency's nationwide license posture before a renewal, an audit, or before answering "can we write business in state X?"

The Licenses tab is selected by default. It renders a United States map titled License Status by State. Each state is tinted by the most severe license condition the agency has on file there, and a four-tile summary sits beneath the map.

A state is colored by its worst condition. The priority order is Expired > Expiring > Licensed > Unlicensed, so a state with one active license and one expired license renders red and the worst case is never hidden.

Hover any state to open a tooltip showing the full state name, its two-letter code, and a Total: N licenses count. Each license on file is listed with:

If the agency holds no licenses in the hovered state, the tooltip reads No licenses.

Four tiles beneath the map count how many states fall into each condition. Each tile is color-matched to its tint on the map.

When you'd see this. The Licenses and Legal Name by State tabs draw entirely from synchronized NIPR data. If a sync has not completed for the agency, the tab shows a "Compliance data not synchronized yet" panel in place of the map or table. The PDB Report tab shows the same panel when its data has not synced.

The panel reports the agency's current sync state in a Current sync status: pill, a one-line hint, and a Go to Agencies list button that returns you to the roster. The hint reads: "Find this agency in the list and click the Compliance Data column to start the sync." From the roster, click the Compliance Data column for the agency to start or finish the sync, then return to this dashboard.

These two tabs are documented in full in their own articles, linked under Related Pages. In brief:

Tip: Switch to the Legal Name by State tab before typing in the page-level search box. That box drives the Legal Name by State table.

The map on the Licenses tab has no filter controls; it always shows every state. Filtering and search behavior depends on which tab is active.

Why is a state gray when I know we're licensed there? Gray means Turris has no synced license data for the agency in that state. Either the most recent NIPR sync predates the license, or NIPR records it under a different branch than the one resolved for this agency. Run a fresh compliance sync from the Agencies list and re-check the map.

A state is red, but we renewed that license last week. Why? The map reflects the last NIPR sync, not real time. Renewals take time to post at NIPR, and Turris only sees them after the next sync. Trigger a new compliance sync from the Agencies list once the renewal has been recorded.

What counts as "expiring"? A license whose renewal date falls within the next 60 days. It turns yellow on the map and is counted in the Licensed / Expiring tile.

A state has one active license and one expired license. Why is it red and not green? The map colors each state by its worst-case condition so problems are never hidden. The priority is Expired > Expiring > Licensed > Unlicensed. Hover the state to read the per-license rows and confirm which licenses are active and which are expired.

Why do the Licenses and Legal Name by State tabs show an empty prompt? Both tabs require a completed NIPR sync. Until the agency's sync status reaches Synchronized, you'll see the "Compliance data not synchronized yet" panel with the current status and a link back to the Agencies list.

Can I send a copy to a regulator or a market contact? Yes. Open the PDB Report tab and click Download PDF. Choose the sections to include and the report is emailed to your account address as a PDF.

Does this dashboard cover the whole company or one branch? One entity at a time, whichever agency row you opened from the roster, whether that is the top company or a specific branch.

If you have questions about the Agency Detail dashboard or encounter any issues, contact our support team at support@turris.com.