Overview

The Agencies tab is where you keep a current, NIPR-backed license picture for every agency in your organization, so you can confirm each one has fresh compliance data and drill into its state-by-state license, line-of-authority, and renewal detail. It's the agency-level view inside License Management, with one row per agency showing identifiers, domicile states, licensed-state count, and the current data-sync status.

What is the Agencies Tab?

The Agencies tab is one of the four tabs in the License Management workspace (alongside Actions Required, License Requests, and Agents). It pulls the NIPR compliance data attached to each of your agencies and lays out the headline numbers you need before opening an agency's full state-level dashboard.

Who uses it. Licensing managers and compliance leads at agencies, brokers, MGAs, and TPAs who own the producer-compliance worklist for the whole organization. They come here to confirm every agency has synced NIPR data, to kick off a pull for any agency that hasn't been synced, and to file new license requests on an agency's behalf.

Here's what you can do on this tab:

See every agency in your organization with its NPN, EIN, domicile states, licensed-state count, and current sync status in one list.
Narrow the list to a focused subset of agencies when you only want to act on a handful at a time.
Pull an agency's full NIPR license and appointment data with one click, directly from its row.
Open an agency's per-state compliance dashboard once its data has synced.
Submit a single Request New License form that asks Turris to file licenses for one or more agencies across multiple states at once.

Note: The "Agencies" label is dynamic. TPAs and other Downstream Entity categories may see this tab named "Claims Orgs," "Licensed Entities," or another configured display name throughout the UI. The behavior is identical regardless of the label.

Accessing the Agencies Tab

Sign in to your Downstream Entity workspace.
In the Left sidebar, click License Management. It opens on the Actions Required tab by default.
Switch to the agencies view either by clicking Agencies in the License Management top bar (third tab, after Actions Required and License Requests, before Agents), or by clicking Agencies in the License Management sub-links under the sidebar.

You land on /downstream/license-management/agencies. The breadcrumb reads License Management / Agencies, the New button sits in the top-right of the breadcrumb header, and the agencies table fills the page below the top bar.

If your organization hasn't added any agencies yet, the page shows a No data available message with a link to Settings, where you add your first agency under Organization Structure.

What's visible on the page

Column	What it shows
Agency	A round avatar with the agency's initials next to its legal name. (Header label matches your configured agency term, e.g. "Agency" or "Claims Org".)
ID	Two stacked identifiers for the agency: its NPN and its EIN.
Domicile States	One State circle per domicile (resident) state. Blue = a resident state where the agency holds an active license; grey = a resident state with no active license. When there are several, the circles overlap with active states shown first. The column header carries a hint icon explaining the colors.
Licensed States	The number of states in which the agency holds licenses, shown next to a small star badge. The star is decorative; the number is the figure that matters.
Compliance Data Synchronization	The current NIPR sync-status pill. When the status is Not Started and the agency has an NPN on file, a green cloud-download button appears right of the pill so you can start the sync in one click. The column header hint explains this button.

Click any row whose Compliance Data Synchronization status is Success to open that agency's per-state compliance dashboard. Rows in any other status are faded with a "not allowed" cursor; clicking one opens a Compliance Data Unavailable info message explaining that the dashboard isn't available until the agency's data has been synced.

Starting a Compliance Data Sync

When you'd do this. You've just added an agency to Turris (or added an NPN to one that didn't have one before) and you want to pull its NIPR data so you can see its state-by-state license, line-of-authority, appointment, and renewal detail.

Find the agency in the table. Use the Filters dropdown above the table to narrow the list if it's long.
In the Compliance Data Synchronization column, locate the row showing the Not Started pill.
Click the green cloud-download button immediately to the right of the pill (its tooltip reads Start Data Synchronisation).
A Data Synchronisation confirmation dialog appears, noting that the pull retrieves all of the agency's license and appointment data and may take a minute. Click Start Synchronization (or Cancel to back out).
A "Compliance data retrieval started" confirmation appears and the status pill moves off Not Started.
Reload or revisit the list to watch the status advance through Queued and Processing to Success as the worker finishes (usually under a minute).
Once the row shows Success, click it to open the agency's per-state compliance dashboard.

Tip: If there's no green sync button on a Not Started row, the agency has no NPN on file. Add the agency's NPN under Settings → Organization Structure first; the button appears once the NPN is saved.

Note: If the sync ends in Error, NIPR returned an upstream error or our processor couldn't parse the response. Contact support@turris.com with the agency name and we'll rerun the pull from our side.

Requesting a New License

When you'd do this. An agency is expanding into a new state, or one of your entities needs additional license classes or Lines of Authority, and you want Turris to handle the NIPR filing on your behalf.

Click the New button in the top-right of the breadcrumb header.
The Request New License slide-over opens with the subtitle "Fill out this form to request assistance with adding internal licenses." Fill in the fields:

Field	Required	Description
Select Entity Category	Yes	The category of entities you're requesting for (e.g. agencies or agents). This drives which entities appear in the next field.
Select Entities	Yes	Multi-select. Choose one or more entities in the chosen category. An entity that's blocked for new requests is flagged inline and can't be added (see the note below).
Select States	Yes	Multi-select. Pick every state where you need new licenses. A configuration card appears below for each selected state.
License Class (per state)	Yes	On each state card, choose the license class to request. Use Add License on the card to request more than one class in the same state.
Lines of Authority (per license)	Yes	Multi-select. For each license, select at least one Line of Authority.

Click Submit at the bottom of the slide-over.
Turris validates the selections, creates one license request per entity / state / license combination, and redirects you to License Requests, where you can track each one to completion.

Note: If you pick an entity or license that's already covered — for example, an entity that already holds the requested license, or one with an in-flight request for it — an info message names the reason and the item isn't added. A license that every selected entity already has is blocked outright; one that only some have is allowed but flagged, and those entities are excluded from the request automatically.

Tip: To request the same license set across many entities, configure the states and Lines of Authority once and they apply to every selected entity in a single submission — no need to repeat the form per entity.

Filtering and Searching

A Filters bar sits directly above the table (look for the bordered panel with the question-mark hint icon next to the word Filters).

Filter	Type	Purpose	Example use
Agency picker	Multi-select dropdown (with Select All)	Limit the visible rows to one or more specific agencies. Filtering happens instantly against the loaded list.	Working through a single branch? Pick that branch and ignore the rest of the organization.

The picker's placeholder reads Select an Agency (or your configured term, e.g. "Select a Claims Org"). There is no separate search box on this page; the list responds to a search value in the page URL, so a shared link can land directly on a pre-filtered, name-matched view.

Status Indicators

The Compliance Data Synchronization column uses a colored pill per status:

Color	Label	Meaning	What to do about it
Neutral (grey)	Not Started	No NIPR sync has run for this agency yet.	If the green cloud-download button is visible, click it to start the sync. If it isn't, add the agency's NPN under Settings → Organization Structure first.
Blue	Queued	A sync job has been enqueued and is waiting for the worker.	No action needed. Reload to see it advance to Processing.
Yellow	Processing	The worker is pulling and ingesting NIPR data now.	No action needed. Reload to see it reach Success.
Green	Success	Sync completed; the row is clickable and the per-state dashboard is available.	Click the row to open the compliance dashboard.
Red	Error	NIPR returned an upstream error, or our worker couldn't process the response.	Contact `support@turris.com` with the agency name so we can rerun the pull.
Neutral (grey)	Not Applicable	The agency has no NPN on file, so NIPR can't be queried.	Add the agency's NPN under Settings → Organization Structure if NIPR data is required.
Neutral (grey)	No Data	NIPR returned no compliance data for this NPN.	Verify the NPN under Settings → Organization Structure; if it's correct, contact support to investigate.

The Domicile States circles use a two-color legend:

Color	Meaning	What to do about it
Blue circle	Resident state with an active license.	Nothing — the agency is in good standing in this domicile state.
Grey circle	Resident state without an active license.	Request the missing license via the New button so the domicile state is fully covered.

Frequently Asked Questions

Why is one of my agencies missing from this list? Agencies appear here only after they're added under Settings → Organization Structure. Use the Settings link in the empty-state message (or open Settings from the sidebar) to add the missing agency.

Why is an agency row faded and not clickable? The per-state compliance dashboard only opens after the agency's NIPR data has synced successfully. Start the sync with the green button on the row (if visible) and wait for the status to reach Success; the row becomes clickable then.

Why is there no green sync button on an agency showing "Not Started"? The button appears only when the agency has an NPN on file. Without an NPN, NIPR can't be queried and the status shows Not Applicable instead. Add the NPN under Settings → Organization Structure to unlock the sync.

How long does a compliance data sync take? Usually under a minute. Larger agencies or transient NIPR slowness can take longer. The list doesn't stream updates, so reload or revisit the tab to see the status move to Success.

Can I request licenses for several agencies at once? Yes. In the Request New License slide-over, choose the entity category, select every entity you want covered, then configure states and Lines of Authority once — they apply to every selected entity in a single submission.

Best Practices

Run the compliance data sync right after onboarding a new agency. As soon as you add an agency with an NPN, click the green button so its full license, LOA, appointment, and renewal picture is ready the first time anyone opens its dashboard.
Use the Filters dropdown when you manage a large book. Narrowing to a focused subset lets you work through one branch or one carrier at a time without scrolling the whole organization.
Escalate Error statuses promptly. A row stuck in Error means NIPR or our processor needs intervention. Contact support with the agency name rather than waiting for an automatic retry.
Batch your license requests. Use the New button to request licenses across multiple entities and states in one submission instead of filing per entity — the slide-over groups the state and LOA selections across every selected entity in one flow.

License Management - Actions Required — License Management's landing tab; collects every license on your agencies and agents that is expiring or already expired so you can request renewals before lapses interrupt a producer's ability to write business.
License Requests — Tracks every license your team has asked Turris to file, across Renewals and New Licenses tabs, showing which filings are pending, awaiting payment, submitted to the state, or need follow-up.
License Management - Agents — The producer-focused tab; one row per agent with their licensed-state summary, an NIPR sync trigger, and a path into each agent's per-state license breakdown.