The Market Detail page is your workspace for a single upstream relationship. Open it from the Markets list whenever you need to update the market's profile, share your data room with a contact who has no Turris login, manage the producers you have placed with the market, track who is involved on each side, or upload and review the documents that govern the relationship.

The Market Detail page brings everything about one carrier, MGA, wholesaler, or other upstream partner into a single tabbed dashboard, so you can move between profile updates, producer rosters, contact lists, and documents without leaving the relationship.

Who uses it. Licensing managers, agency principals, and onboarding specialists at downstream organizations. It is the page they open whenever they need to verify or correct what Turris knows about one market: fixing a stale portal URL, reassigning who owns the relationship, sharing onboarding documents with a new contact, or confirming which producers are placed with the market.

Here is what you can do on this page:

The breadcrumb at the top of the page reads Markets followed by the upstream entity's legal name and your organization's legal name (for example, Markets › Travelers / Acme Insurance Services). Click the Markets breadcrumb to return to the list. While the market record is still loading, the breadcrumb shows a loading indicator and then resolves to the real names automatically.

What's visible on the page:

When you'd do this. A market just sent you a new portal URL, the carrier rebranded under a new DBA, you onboarded an account manager who should now own the relationship, or you need to correct the category (for example, switching a partner from MGA to Wholesaler).

Tip: If the Owner dropdown does not list the person you expect, click the question-mark popover next to the Owner label. It contains a link that opens the Entity Contacts tab in a new browser tab so you can add the contact, then return to finish the edit.

Note: Portal URL and Website are validated as web addresses. If you enter a value that is not a valid URL, the field shows the message "Must be a valid URL (e.g. portal.example.com)" and the form will not save until you correct it.

Note: Only members of your organization with permission to update markets see the Edit button. Read-only members can view every field on the page but cannot open the edit slide-over.

When you'd do this. A new market contact does not yet have a Turris account, and you want them to verify your agency, review your producer agreements, or confirm E&O, Cyber, W9, and payment information before they appoint you.

The Data Room section sits at the top of the Profile tab and controls whether your data room can be opened by anyone outside Turris.

Warning: While the Data Room is Public, anyone holding the link can view the linked documents. Switch back to Private as soon as the recipient confirms they no longer need access; the link stops working immediately.

Note: The Data Room section only appears once a data room link exists for the relationship. If you do not see the section yet, the data room is still being provisioned.

The Profile tab is organized into four stacked cards. Each card has an icon, a heading, and a grid of labeled fields. Fields that have not been set yet display a dash placeholder.

Each tab has its own dedicated documentation; the table below summarizes what to expect when you switch in. When you open a tab, the page's web address updates to include the selected tab, so copying the URL takes the recipient straight to the same tab (subject to their permissions).

Tip: The tab strip uses an icon next to each label (a dashboard tile for Profile, people for Producers, a contact card for Entity Contacts, a building for Market Contacts, and a document icon for Documents). Use the icons as a quick visual anchor when scanning the page.

Who can edit the market profile? Members of your organization with permission to update markets see the Edit button on the Profile tab and the Public / Private toggle on the Data Room section. Members with read-only access see every field on the page but cannot change them.

Why doesn't the Owner dropdown show the person I expect? Only people on the Entity Contacts tab can be selected as the relationship owner. If the person is not listed, switch to the Entity Contacts tab, add them there (as a new contact or by selecting an existing organization contact), then return to the Profile tab and reopen Edit.

What's the difference between Entity Contacts and Market Contacts? Entity Contacts are the people from your organization who manage the relationship. Market Contacts are the people on the market's side, such as underwriters, territory managers, and account managers. Keeping the two lists separate makes it easier to route follow-ups to the right side of the relationship.

Can a public data room link be revoked? Yes. Switch the Data Room toggle back to Private. The previously shared link stops working immediately and the URL panel disappears from the section.

Where do Documents come from? You upload them directly from the Documents tab. Once uploaded, Turris extracts metadata from supported document types (E&O, Cyber, Crime & Fidelity, W9, Payment Details, and Producer Agreement) and shows it in a structured card.

Why are my Portal URL and Website saved with https:// in front of them? When you save the slide-over, Turris adds https:// to any value that does not already start with http:// or https://, so the links stay clickable from the Profile page. If your portal only supports http://, type the full URL including the scheme.

Can I share a link to a specific tab? Yes. The selected tab is reflected in the page's web address. Copy the URL while on the tab you want to share, and the recipient lands on the same tab when they open it (subject to their permissions).

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