Overview

The Entity Contacts tab on a market is where you list the people from your own organization that this market should know about, so the carrier or MGA always has the right compliance officer, signatory, or account manager to reach. Each person is tagged with one or more business roles, and one is flagged as the Primary Contact for the relationship.

What is the Entity Contacts Tab?

The Entity Contacts tab is your side of the market's address book. The Market Contacts tab covers the people at the upstream entity (the carrier or MGA); this tab covers the people inside your agency, branch, or top company who represent the relationship back to that upstream entity.

Who uses it. Compliance leads, principal owners, and operations managers at the agency. They open this tab when a new carrier or MGA needs a signatory on file, when ownership changes, or when their compliance officer rotates and the new person needs to be introduced to every active market.

You can use the tab to:

See every contact attached to this market, with the Primary Contact pinned to the top of the list.
Spot any contact whose email has been flagged as undeliverable before the carrier tries to reach them.
Add a brand-new person to your organization and link them to this market in one step.
Link a person who already exists elsewhere in your organization to this market, with per-market business roles.
Promote a different contact to Primary when ownership or signing authority changes.
Remove a contact who is no longer involved without losing them from the rest of your organization.

Accessing the Entity Contacts Tab

Open Left sidebar → Markets. The Active Markets table loads.
Click any row in the table to open that market's detail page.
Click the Entity Contacts tab in the tab bar at the top of the page (the tab with the contact-card icon).

The tab shows a single table listing every contact currently linked to this market. The Primary Contact is sorted to the top, and its entire row is shaded with a soft primary-color background.

Column	Description
Name	First and last name, prefixed with a circular initials avatar. The Primary Contact's avatar is filled and ringed in the primary color, and a small Primary Contact label sits under the name.
Email	The contact's email address with a one-click copy icon. A red warning triangle appears to the left of the address when our delivery system has flagged it as undeliverable; hover over the triangle for the tooltip "This email is undeliverable".
Business Roles	Up to three role badges (for example Compliance Officer, Contract Signatory). If the contact has more than three roles, the first three render inline and a +N pill opens a popover showing the rest. A dash is shown when no roles are assigned.
Actions	A three-dot menu (`...`) at the end of the row offering Edit, Set as Primary Contact, and Delete. Which options appear depends on your permissions and on whether the contact is already primary.

Clicking anywhere on a row opens the Update Licensed Entity Contact slide-over for that person, provided you have edit permission on the market.

Adding a Contact

When you'd do this. A new compliance officer joined your team and every market needs to know who they are, or a carrier is asking who can sign the new producer agreement and your current signatory isn't on the list.

Click the Add button at the top-right of the table. The dropdown offers two options:

New opens the Add New Licensed Entity Contact slide-over. Use this when the person does not yet exist anywhere in your organization.
Existing opens the Add Existing Licensed Entity Contact slide-over. Use this when the person already exists in your organization (managed under Settings → Contacts) but is not yet linked to this market.

Note: The first contact you add to a market is set as its Primary Contact automatically. You can promote a different person to Primary later.

Add a New Contact

Click Add, then New.
Fill in the Add New Licensed Entity Contact form:

Field	Required	Description
First Name	Yes	The contact's first name. Example: `Alex`.
Last Name	Yes	The contact's last name. Example: `Morgan`.
Email	Yes	A valid email address. Example: `alex.morgan@youragency.com`. If it matches a contact that already exists in your organization, that existing contact is reused instead of creating a duplicate (see the note below).
Business Roles	Optional	One or more business roles for this market: Compliance Officer, Contract Signatory, Principal Owner, Finance Manager, Account Manager, Support Staff, or Accounts Payable. Pick every role that genuinely applies.

Click Add Contact.

The contact is created at the organization level and immediately linked to this market. They become available to attach to other markets later through the Existing flow.

Note: If the email you enter already belongs to a contact elsewhere in your organization, the system reuses that contact rather than creating a duplicate. A confirmation modal titled Contact Added appears with the message "A contact with this email already exists in the organization. The new assignment has been added to the existing contact."

Tip: Assigning the Contract Signatory role grants this person legal-signer access for your organization. If they don't already have login access, the system creates it and registers them with our authentication provider so they can sign producer agreements.

Add an Existing Contact

Click Add, then Existing.
The Add Existing Licensed Entity Contact slide-over opens. Each card on the slide-over represents one person you want to link to this market:

Field	Required	Description
Contact	Yes	Pick a person from the dropdown. The list shows only contacts that exist in your organization but are not yet linked to this market. If only one contact is available, the dropdown is pre-selected and disabled.
Business Roles	Optional	One or more business roles for this person on this market (the same seven roles as the New flow). Roles are per-market, so the same person can be Compliance Officer on one market and Contract Signatory on another.

Optional: click Add More at the bottom of the slide-over to add another card and link a second contact in the same submission. Use the small X in the top-right corner of a card to remove it. The Add More button stays available until you have added a card for every available contact.
Click Add to submit. A success message reports how many contacts were added.

Note: If your organization has no contacts available to link, the slide-over shows the empty-state message "This [Agency] is not associated with any contacts yet" with a link labeled Add contacts in Settings that takes you to Settings → Contacts, where you create contacts at the organization level first. The word "Agency" reflects your organization's category (for example "Claims Org" for a TPA).

Editing a Contact

When you'd do this. A contact's last name changed, a typo crept into an email, or someone took on additional responsibilities and needs more business roles attached.

Click anywhere on the contact's row, or open the row's three-dot menu and choose Edit.
The Update Licensed Entity Contact slide-over opens with the contact's current values. Update any of:

Field	Required	Description
First Name	Yes	The contact's first name.
Last Name	Yes	The contact's last name.
Email	Yes	A valid email address. This field is disabled when editing the Primary Contact; see the FAQ below for why.
Business Roles	Optional	Add or remove business roles for this market.

Click Update Contact.

Setting a Primary Contact

When you'd do this. Your existing primary signatory leaves the agency or steps back from this market, and you need to point the carrier to a new single point of contact.

Every market should have exactly one Primary Contact. The Primary Contact is the canonical person upstream entities reach when they need to verify ownership, route a contract, or escalate a compliance question.

Open the three-dot menu for the contact you want to promote.
Click Set as Primary Contact.
Confirm in the Set Primary Licensed Entity Contact modal by clicking Set as Primary (Cancel aborts).

The previously primary contact, if any, is demoted automatically. The new Primary Contact moves to the top of the table, gets the primary-color avatar ring and the Primary Contact label, and the row picks up the soft primary background.

Note: The Primary Contact's email field is locked while editing, and the Primary Contact cannot be deleted. To replace them, first promote a different contact to Primary, then edit or delete the original.

Removing a Contact

When you'd do this. A contact has left your organization, or this market no longer needs to know about them.

Open the three-dot menu for the contact you want to remove.
Click Delete.
Confirm in the Delete Licensed Entity Contact modal. The message reads "Are you sure you want to delete [First Last]? This action cannot be undone." Click the red Delete button to confirm, or Cancel to abort.

The contact is unlinked from this market but stays in your organization's master contact list, so you can re-attach them later through Add → Existing.

Warning: You cannot delete the current Primary Contact. Choosing Delete on a primary contact opens the info modal Cannot Delete Primary Contact with the message "This contact is set as the primary contact and cannot be deleted." Promote another contact to Primary first, then delete the previous one.

Filtering and Searching

The Entity Contacts tab has no filter dropdowns or status toggles of its own. It does support free-text search: when a search term is active, the table narrows to contacts whose Name, Email, or Business Roles match your text. Partial matches work, so typing prem finds a contact whose role text contains "Premium" and typing part of a name or email address surfaces the matching rows.

Visual and Status Elements

Element	Label / Color	Meaning	What to do about it
Avatar with filled primary-color ring plus Primary Contact label	Primary	This contact is the Primary Contact for the market. The row also carries a soft primary background tint.	Nothing. This is the expected state. To change who is primary, use Set as Primary Contact on a different row.
Avatar with neutral outline only	Neutral	A non-primary contact.	Nothing required. Promote them to Primary if they should be the main point of contact.
Red warning triangle next to the email	Red	The address has been flagged as undeliverable by our email delivery system. Hover for the tooltip "This email is undeliverable".	Click the row to open Update Licensed Entity Contact, correct the email, and click Update Contact. The warning clears once a deliverable address is saved.
+N pill after the role badges	Neutral pill	The contact has more business roles than fit inline (the table shows up to three).	Click the pill to open a popover with the remaining role badges. No action required.

Frequently Asked Questions

What's the difference between Entity Contacts and Market Contacts?

Entity Contacts are people from your organization that the upstream entity needs to know about (your compliance officer, your signatory, your finance manager). Market Contacts, on a separate tab, are the people on the upstream entity's side that your team reaches out to (the underwriter, the territory manager, the claims contact). Both lists are scoped to this specific market.

Can the same contact be linked to more than one market?

Yes. Contacts live at the organization level (managed in Settings → Contacts), and you can attach them to as many markets as you need through Add → Existing. The business roles you assign are per-market, so the same person can hold different roles on different markets.

Why is the email field disabled when I edit the Primary Contact?

The Primary Contact is treated as the verified point of contact for the market, so the email field is locked to prevent accidental loss of the verified address. To change it, promote another contact to Primary first, then edit and re-promote the original.

Why can't I delete the Primary Contact?

To stop a market from being left with no primary point of contact. Promote a different contact to Primary first, then come back and delete the previous one.

Why does a contact show a red warning triangle next to their email?

Our email delivery system has flagged that address as undeliverable (it bounced, the mailbox doesn't exist, or the domain refused mail). Open the contact, correct the email, and click Update Contact. The warning clears once a deliverable address is saved.

Will adding someone with the Contract Signatory role grant them login access?

Yes. The Contract Signatory role is tied to legal signing access for your organization. When you assign that role to a contact who doesn't yet have login access, we automatically register them with our authentication provider so they can sign producer agreements.

Do I need special permission to manage contacts?

You need update permission on Markets to add, edit, delete, or change the Primary Contact. With only view permission, the table is visible but the Add button and the row actions menu are hidden.

Best Practices

Designate a clear Primary Contact for every market. Upstream entities default to this person when verifying ownership, routing producer agreements, or escalating compliance questions.
Keep business roles accurate, and use multiple roles when they apply. Don't bundle responsibilities under a single generic role. Apply every role that genuinely matches the person's duties so the market knows exactly who to reach.
Use Add → Existing when the person already exists in your organization. It prevents duplicate contact records and keeps the per-market role assignments tidy.
Act on the undeliverable warning the day it appears. A market cannot reach a contact whose email bounces, and an unfixed warning quickly becomes a compliance escalation.
When personnel change, update or delete the old contact rather than overwriting their record with a new person. This keeps the audit trail clean and keeps role assignments tied to the right individual.

Markets: the list of every carrier, MGA, wholesaler, and upstream partner your organization sells with, and the entry point to each market's detail page.
Market Detail: the per-market workspace that gathers profile, producers, contacts, and documents for a single upstream relationship into focused tabs.
Market: Producers Tab: manage which producers (or adjusters) at your agency are placed with this market and open a per-producer compliance map of license, authority, and appointment status.
Market Contacts: the other side of the relationship's address book: the underwriters, territory managers, and claims contacts at the upstream entity that your team reaches out to.
Market Documents: the single repository for every supporting document exchanged with this market (E&O, Cyber, Crime & Fidelity, W9, signed Producer Agreements, Payment Details) with auto-extracted metadata.
Onboarding Tracker: a Notion-style board for the carriers and MGAs you're still working to get appointed with, promotable into Active Markets in one click once a relationship goes live.