Overview

The Producers tab on a market's detail page is where you manage the producers (or adjusters, for claims organizations) you have placed with one upstream entity. Use it to confirm which producers are linked to your agency for this relationship, add producers from your wider roster, associate producers that are not yet linked, and open a per-producer compliance map showing license, line-of-authority, and appointment status state by state for every product the market sells.

What is the Producers Tab?

The Producers tab keeps the per-market producer roster in sync, so the appointment and compliance signals that flow back from the carrier or MGA match the people who are actually selling for you there.

Who uses it. Licensing managers preparing a producer for a new market, agency owners auditing who is placed with each carrier or MGA, and operations leads cleaning up stale relationships when a producer leaves. At third-party administrators (claims organizations), adjuster operations use the identical workflow to manage adjusters placed with a TPA carrier.

The tab is labeled Producers for agencies, agency networks, and wholesale brokerages, and Adjusters for third-party administrators. All columns, workflows, and actions are identical; only the wording changes to match your organization's terminology.

Key capabilities:

Confirm at a glance which producers on this market are already Associated with your agency and which still show Not Associated.
Associate a producer with your agency inline with one click, or associate many at once from the Actions menu.
Add a producer from your existing organization roster onto this specific market, choosing which of your agencies (top company or branch) owns the relationship when the producer sits on more than one.
See a state-by-state license, authority, and appointment status map for any producer, scoped to one product the market sells at a time.
Spot producers with undeliverable email addresses before you onboard them, and supply a corrected email or mark "no email" inline.
Remove a producer from this market when the relationship ends, with a notification sent to the market's primary contact so they can review the appointment.

Accessing the Producers Tab

From the left sidebar, click Markets. The Active Markets table loads by default.
Click the row for the market you want to manage.
On the market detail page, click the Producers tab (labeled Adjusters for claims organizations).

What's visible on the page

The tab renders a single table with one row per producer placed with this market. There is no pagination: every producer on the market is shown at once.

Column	Description
Checkbox	Selects a producer for the bulk Associate Selected Producers action. The cell is greyed out on any row that is already Associated (tooltip: "Agent is already associated"). This column only appears if your role can manage (update) this market.
Name	The producer's full name, shown next to a circular avatar with their initials.
NPN	The producer's National Producer Number, with a one-click copy control.
Email	The producer's email address with a copy control plus a deliverability indicator: a green check when deliverable, a red cross when not. A long dash placeholder appears when no email is on file. Hover the indicator to see "Email is deliverable" or "Email is not deliverable".
Agency Association Status	A badge reading Associated (green) or Not Associated (neutral) for your agency on this market. On Not Associated rows a small green person-plus icon also appears for inline association. Hovering the header explains: "Indicates whether the agent is associated with [your agency]. Click the associate button to associate agents."
Actions (three-dot icon at the end of each row)	Row-level menu with Compliance Data and Remove entries. Each entry only appears if you hold the matching permission; if you hold neither, the menu is hidden entirely.

In the top right of the tab, an Actions dropdown button appears if your role can add producers or associate producers.

Click anywhere on a producer's row (outside the action icons) to open the Agent License/Authority/Appointment Status modal for that producer. The same modal is reachable from the row's Actions menu via Compliance Data.

A header checkbox sits in the first column. Clicking it toggles selection of every Not Associated producer in the table. If every producer is already associated, the checkbox is disabled (tooltip: "All agents are already associated") and clicking it surfaces an info alert headed "All Agents Already Associated".

Associating an Existing Producer with Your Agency

When you'd do this. A producer is already on the market, but their row shows Not Associated. Turris can see them in this market relationship but does not yet know they represent your agency here, so their license, authority, and appointment status will not roll up into your compliance views or the market's data room until you confirm the link.

Associate a single producer inline

Find the producer's row. The Agency Association Status column shows a Not Associated badge.
Click the green person-plus icon next to the badge.
A confirmation modal opens headed Associate Agent with the message "Are you sure you want to associate this agent? This will associate the agent with selected organization." Click Associate Agent to confirm, or Cancel to back out.
The row flips to Associated and a success alert reads "1 agent has been successfully associated."

Note: The inline icon only appears if your role can create producers. If you don't see it, ask an administrator about your role.

Associate multiple producers in bulk

Use the row checkboxes to select two or more Not Associated producers. Already-associated rows cannot be selected; clicking one triggers an alert headed "Agent Already Associated".
Open the Actions dropdown in the top right of the tab.
Click Associate Selected Producers (labeled Associate Selected Adjusters for claims orgs).
A confirmation modal opens headed Associate Selected Agents with the message "Are you sure you want to associate N agents? This will associate them with selected organization." Click Associate Agents to confirm.
All selected rows flip to Associated, the selection clears, and a success alert reads "N agents have been successfully associated."

Tip: Use the header checkbox to select every unassociated producer at once when onboarding a brand-new market, then confirm the entire roster in one click.

Adding an Existing Producer to the Market

When you'd do this. A producer is already on your organization's roster (visible on the main Producers page in the left sidebar) but is not yet on this market at all. The Add Producer action places them on the market and links them to one of your agencies in a single flow.

Click Actions in the top right of the tab.
Choose Add Producer (labeled Add Adjuster for claims orgs). The slide-over titled Add Agent opens, with the subtitle "Add an agent to market(<Market Name> / <Your Agency>)".
Under Select Agents, open the searchable dropdown and pick one or more producers. Producers already on this market are excluded from the list automatically; producers you have already chosen in this session show as disabled.
Click Add Agent (the button reads Add Agents when more than one producer is selected).

If every producer you picked sits on only one of your agencies and has a deliverable email on file, the slide-over closes immediately and a success alert reads "N agents have been successfully added."

When a producer is on more than one of your agencies

If any selected producer is on more than one of your agencies (top company plus a branch, or several branches), Turris cannot infer which one owns this market relationship. A Stepper appears with one step per producer that needs disambiguation, and the single Add Agent button is replaced with stepper navigation. For each step:

Read the info alert headed "Multiple Email Addresses Found": "<Producer Name> is associated with multiple agencies. Please select which association to use or enter a different email address."
Under Select existing email, click the card showing the agency / branch and email Turris should use for this market.
Or, under Use Different Email, pick one of two cards:
- Enter custom email address lets you type a fresh email used for this market only.
- No email records the producer on the market with no contact email; no welcome notification is sent.
Click Next to advance, Back to revisit a step, Cancel to discard the whole add, or Add Agents (on the last step) to submit.

Field	Required	Description
Select existing email card	One of the three options per producer	Picks an agency/email pair Turris already knows. Highlights with a primary-colored border when selected.
Enter custom email address	One of the three options per producer	Overrides the email Turris uses for this producer on this market. Must be a valid email format and cannot match an email already flagged undeliverable for this producer. Example: `producer.name@example.com`.
No email	One of the three options per producer	Places the producer on the market without an email. Use when the contact will be reached by phone or out of band.

Warning: If the system returns one or more producers with undeliverable emails, the slide-over reopens with the Stepper active, an error modal headed "Undeliverable emails provided", and an error alert headed "Undeliverable Email Addresses" reading "N agents have undeliverable email addresses. Please update them below." Each affected producer is flagged on its step; correct the email or switch to No email before resubmitting, otherwise the final Add Agents button stays disabled.

Tip: You cannot create a brand-new producer from this slide-over. Only producers already on your organization roster appear in the list. To add a new producer record, go to Left sidebar → Producers (or Adjusters), create them first, then return to this tab.

Viewing Compliance Data for a Producer

When you'd do this. Before you let a producer pitch a market's product in a new state, before signing off on an appointment renewal, or when troubleshooting why a policy got blocked.

Click anywhere on the producer's row, or open the row's Actions menu and choose Compliance Data.
A wide modal opens titled Agent License/Authority/Appointment Status - <Producer Name>.
Use the Product dropdown at the top left of the modal to switch between the products this market sells. The first product is selected by default.
The modal renders a US state map color-coded by license, authorization, and appointment status for the selected product.
Hover a state for a tooltip with that producer's status detail for the state and product.

Below the map, a summary panel breaks the state count out by category. Each tile counts the states in that status for the currently selected product:

Tile	Color	Meaning	What to do about it
Not Licensed / Authorized	Solid red	The producer is authorized to sell this market's product but does not hold the required state license.	Obtain the state license before the producer sells there; until then the authorization cannot be acted on.
Not Licensed / Unauthorized	Red surface	The producer is neither licensed nor authorized in the state.	No action unless you intend to expand into this state, in which case start with the license.
Licensed / Unauthorized	Yellow surface	The producer holds the state license but is not yet authorized to sell this market's product.	Request the appointment / authorization from the market.
Licensed / Authorized	Green surface	The producer is fully ready to sell this product in the state.	Nothing.
Product Not Sold	Neutral surface	The market does not sell the selected product in this state.	Nothing; this state is out of scope for the product.

Note: If the upstream entity has not added any products yet, the modal shows "No Products Available" with the message "The upstream entity hasn't added any products yet. Please contact them to add products before viewing agent authority status."

Removing a Producer from the Market

When you'd do this. A producer has left the agency, no longer represents you with this carrier, or was placed by mistake.

Open the row's Actions menu (the three-dot icon at the end of the row).
Choose Remove. A warning modal opens headed Remove Agent.
Read the message: "Are you sure you want to remove <Producer Name> from this market? An email will be sent to the primary contact at this market to notify them that the agent has been removed and that they should review whether the agent's appointment also needs to be terminated."
Click Remove Agent to confirm, or Cancel to back out.
On success the row disappears and a success alert reads "Agent has been successfully removed."

Warning: Removal is one-way. The producer stays on your organization roster and on any other markets where they are still placed, but reattaching them here means walking the Add Producer flow again, and the market contact will already have received the removal email.

Filtering and Searching

This tab has no dropdown or badge filters. Every producer placed with the market is shown in one table, narrowed only by the global table search box.

Filter	Type	Purpose	Example use
Search box (top of the table)	Free-text search	Matches against producer name, NPN, and email. NPN uses contiguous-substring matching; name and email use fuzzy matching, so partial words match in the middle of longer values.	Looking for a producer named "Jane Premium-Builder"? Type `premium` to filter the table down. Have an NPN? Paste it in to confirm the row exists.

Status Indicators

Color / Icon	Label	Meaning	What to do about it
Green badge	Associated	The producer is linked to your agency on this market, so their compliance signals roll up into your data room and compliance views.	Nothing. The producer is ready.
Neutral badge	Not Associated	The producer is in the market but not yet linked to your agency.	Click the green person-plus icon next to the badge, or select the row and run Associate Selected Producers from the Actions menu.
Green check beside email	Email is deliverable	The producer's email passed deliverability checks.	Nothing.
Red cross beside email	Email is not deliverable	The producer's email previously bounced or failed deliverability.	When you next add or update this producer on a market, supply a fresh email through the slide-over's Enter custom email address option, or pick No email if there is none.
Long dash in Email column	No email on file	Turris has no email for this producer.	Add an email to the producer record from the main Producers page if you want delivery notifications.
Green person-plus icon on a Not Associated row	Inline associate control	One-click association is available to you.	Click it, then confirm in the Associate Agent modal.

Frequently Asked Questions

Why does the tab say Adjusters instead of Producers? The tab label follows your organization's category. Third-party administrators (claims orgs) see Adjusters; agencies, agency networks, and wholesale brokerages see Producers. The underlying behavior, columns, and actions are identical.

Why is a producer shown as Not Associated? The producer participates in this market relationship but is not yet linked to your agency in Turris. Use the inline associate icon, or bulk-associate from the Actions menu. Compliance signals only flow into your reports and data room once the producer is associated.

Why is the header checkbox greyed out? Every producer on this market is already associated with your agency, so there is nothing left to select for bulk association. Clicking it surfaces an info alert headed "All Agents Already Associated".

Why am I asked to pick an agency when I add a producer? The producer sits on more than one of your agencies (top company plus a branch, or several branches), so Turris cannot infer which agency owns this market relationship. The stepper lets you confirm the agency and, optionally, the email for each producer being added.

What happens when I click on a producer's row? The row opens the Agent License/Authority/Appointment Status modal for that producer. It shows a state map and summary scoped to one product at a time; switch products with the Product dropdown at the top of the modal.

Can I add a producer that isn't on my organization's roster? Not from this tab. Only producers already on your organization can be added here. Create the producer first from Left sidebar → Producers (or Adjusters), then return to this tab to add them to the market.

Why don't I see the Actions dropdown at the top of the tab? The Actions menu appears only if your role can add producers or associate producers. Ask an administrator if you should have access.

Why don't I see the Compliance Data or Remove items in a row's Actions menu? Compliance Data requires read permission on Markets; Remove requires delete permission on Markets. If your role has neither, the row's Actions menu is hidden entirely.

What happens when I remove a producer? The producer is taken off this market relationship and the row disappears from the table. The primary contact at the market receives an email notifying them of the removal so they can review whether the appointment also needs to be terminated. The producer's record on your wider organization roster is not affected.

Best Practices

Associate every producer as soon as they appear. Compliance reports, data room signals, and the market detail metrics ignore unassociated producers, so leaving rows in the Not Associated state gives both you and the market an incomplete picture.
Check the deliverability indicator before onboarding. A red cross or a long-dash placeholder next to an email means the Add Producer welcome notification will silently miss the contact. Use the slide-over's Enter custom email address option to supply a working address, or pick No email when there is none.
Use bulk associate when onboarding a brand-new market. Select all unassociated producers with the header checkbox and run Associate Selected Producers from the Actions menu instead of clicking through each row.
Open the compliance modal before promising coverage in a new state. The state map answers "can this producer sell this product here today?" in one glance; relying on memory is the most common cause of policy rejection.
Remove producers the same day a relationship ends. A stale roster confuses the market's contact (who still sees the producer in the data room) and can drag down your compliance metrics.

Markets: Keep track of every carrier, MGA, wholesaler, and upstream partner your organization sells with, confirm appointments are current, and share verifiable compliance data.
Market Detail: Your workspace for a single upstream relationship: update the profile, share your data room, manage producers, track contacts, and review documents.
Market Contacts: A per-market address book for the carrier or MGA side of the relationship (underwriters, territory managers, claims contacts).
Market: Entity Contacts Tab: The people from your own organization that the market should know about, each tagged with one or more business roles and one flagged as the Primary Contact.
Market Documents: The single repository for every supporting document tied to a market (E&O, Cyber, Crime & Fidelity, W9, Producer Agreement, Payment Details), with auto-extracted metadata.
Onboarding Tracker: A Notion-style board for every carrier or MGA you are still working to get appointed with; one click promotes a ready market into your Active Markets list.