Overview

Markets is where you keep track of every carrier, MGA, wholesaler, and other upstream partner your organization sells with, so you can confirm where you are licensed and authorized, share verifiable compliance data when onboarding a new relationship, and reach the right people on both sides. The Active Markets view lists every live relationship in one table; the sibling Onboarding Tracker view handles the pre-launch pipeline.

What is the Markets Page?

Markets gives you one place to manage every upstream entity relationship your organization has stood up, with one row per agency-to-market pairing. From the list you can open a market's detail page, share its Data Room link with the carrier or MGA contact, or pull up a state-by-state map showing where you are licensed and authorized for any of the market's products.

Who uses it. Licensing managers, agency principals, and compliance leads at downstream entities (agencies, brokerages, TPAs) reach for this page when onboarding a new carrier or MGA, preparing for a renewal cycle, or answering a market's request for proof of compliance.

What you can do here:

See every market your organization or any of your branches sells with, in a single table.
Tell each market's type apart at a glance — Carrier, MGA, Wholesaler, Third-Party Administrator, Service Provider, or Governmental (State Fund).
See how many of your producers are placed against each market.
Open a state-by-state compliance map for any market and product to confirm you are both licensed and authorized everywhere you write business.
Copy a market's Data Room link and hand it to your carrier or MGA contact so they can verify your agency, producers, and documents themselves — no Turris login needed.
Add a brand-new market relationship and send the first invite to the market contact from this page.

Accessing the Markets Page

Open Left sidebar → Markets. Active Markets is the default view. The Onboarding Tracker sibling view is reachable from the same Markets nav item and is documented separately.

What's visible on the page:

Column group	Column	Description
Market	Name	Legal name of the upstream entity (carrier, MGA, etc.), shown with a colored two-letter avatar.
Market	Category	A badge with the market's category (Carrier, MGA, Wholesaler, Third-Party Administrator, Service Provider, or Governmental). Shows `—` when no category is on file.
Agency	Name	Your agency on the relationship. The legal name appears on top with the branch name underneath.
Agency	Id	The agency's NPN (National Producer Number) and FEIN (Federal Employer Identification Number), when available.
Agents	(count)	Number of producers placed against this agency-to-market relationship, shown next to the producer icon.
—	(actions)	The three-dot Actions menu at the end of each row, exposing Compliance Data and (when available) Data Room.

Note: The Agency column group and the Agents column reflect your organization's terminology. If your organization is configured with different labels, those appear in place of Agency and Agents (for example, Claims Org and Adjusters for TPAs).

To open a market, click anywhere on its row. The market's detail page opens, where you manage its profile, data room, producers, entity contacts, market contacts, and documents.

Note: If no markets match, the page shows a No markets found message reading "Only markets that work with Turris can be found here at this time."

Creating a New Market

When you'd do this. You've started selling with a new carrier, MGA, or wholesaler that isn't tracked in Turris yet, and you want to capture the relationship, generate a Data Room link, and invite the market's primary contact.

Open Left sidebar → Markets. Active Markets loads by default.
Click the New button in the filter bar at the top of the page (to the right of the Category filters).
The Add New Market slide-over opens with the subtitle "Create a new upstream entity relationship." Fill in the fields:

Field	Required	Description
Market Name	Yes	The legal or trading name of the upstream entity. Example: `Travelers`, `Amwins`.
Agency	Yes	Which of your agencies owns this relationship. The dropdown lists your top company first, then each branch with its branch name in parentheses — e.g. `Acme Insurance Group (East Region)`.
Contact First Name	Yes	First name of the primary contact at the market.
Contact Last Name	Yes	Last name of the primary contact.
Contact Email	Yes	Email address of the primary contact. Must be a valid email format.
Category	Yes	Type of market: Carrier, MGA, Wholesaler, Third-Party Administrator, Service Provider, or Governmental (State Fund).

Click Create. Cancel discards the entry and closes the slide-over. Create stays disabled until every required field is valid.
A Market Created Successfully modal appears with the new market's Data Room URL. Use the copy control next to the URL to copy it, then share it with the contact you just entered so they can verify your agency information, producer licensing, and related documents. Click Close to dismiss.

Tip: Share the Data Room URL in the same outreach where you introduce yourself to the market contact. The link gives them everything they need to verify your agency without creating a Turris account, which often saves a back-and-forth round during appointment setup.

Warning: If the contact email you enter uses a domain that already belongs to an MGA that is a Turris customer, the platform blocks the creation and displays a Market Already A Customer modal. Our support team is emailed automatically (with you on copy) and will reach out to discuss connecting the two organizations rather than duplicating the relationship.

Viewing Compliance Data for a Market

When you'd do this. Before quoting in a new state, before responding to a market's authorization audit, or any time you need to confirm whether your agency is both licensed and authorized for a product across every state.

In the Active Markets table, find the market you want to inspect.
Click the three-dot Actions menu at the end of its row.
Choose Compliance Data.
A wide modal opens, titled <Agency Name> - Compliance Status. Pick a product from the Select Product dropdown at the top — the first product is selected automatically.
The interactive U.S. map updates immediately. Hover any state to see its license, authorization, and appointment detail.

The summary tiles beneath the map break down the totals for the selected product:

Color	Label	Meaning	What to do about it
Solid red	Not Licensed / Authorized	The market has authorized you to sell this product in the state, but you do not currently hold a license there.	Start a license request for the state through License Management, or tell the carrier you are not yet licensed. This is the gap that blocks you from writing authorized business.
Light red	Not Licensed / Unauthorized	You are neither licensed nor authorized to sell this product in the state.	No action unless you plan to expand into the state — in which case you need both a license and an authorization.
Yellow	Licensed / Unauthorized	You hold a license in the state, but the market has not authorized you to sell this product there.	Ask your market contact to authorize you, or confirm the gap is intentional.
Green	Licensed / Authorized	You are both licensed and authorized to sell this product in the state.	No action — this is the desired state.
Neutral	Product Not Sold	The market does not offer this product in the state.	No action — you cannot be authorized where the market does not operate.

Note: If the upstream entity hasn't published any products in Turris 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 agency compliance status."

Sharing the Data Room

When you'd do this. When a market contact asks for proof of your agency information, producer licensing, or documents — and you want to give them a self-serve link instead of emailing files back and forth.

In the Active Markets table, click the three-dot Actions menu on the row.
Choose Data Room.
The Data Room modal opens with the relationship's Data Room URL. Use the copy control next to the URL to copy it, then paste it into your email or message to the market contact. Click Close to dismiss.

The Data Room option appears in the menu only when the relationship already has a data room link issued. Markets created with the New button get one automatically; an older market missing one can be set up by contacting support.

Tip: Treat the Data Room URL like a credential. Anyone with the link can view the data without logging in, so only share it with the trusted contact at the market. To rotate access, contact support.

Filtering and Searching

Two dropdown filters and one badge group sit in the bar above the table; use them to narrow the list by upstream entity, branch, or category.

Filter	Type	Purpose	Example use
All upstream entities	Multi-select dropdown	Limit rows to one or more markets.	Working a Travelers renewal? Pick "Travelers" to hide every other market.
All Market branches	Multi-select dropdown	Limit rows to one or more of your branches.	A multi-branch broker zeroing in on just the East-coast branch's markets.
Category	Badge toggle (defaults to All)	Show only one market category.	Reviewing carrier appointments? Click the Carrier pill to ignore MGAs and wholesalers.

The table's search box matches against the upstream entity's name (typing Trav finds Travelers), your agency name and branch name, and your agency's NPN and FEIN.

Frequently Asked Questions

What is the difference between Active Markets and the Onboarding Tracker? Active Markets lists relationships that are live — producers, contacts, and documents flow through each market's detail page. The Onboarding Tracker is a separate board for pre-launch relationships you're still working to get appointed with. Both views are reached from the Markets nav item.

Why don't I see a market I expected to be there? Active Markets only shows established relationships. If the market is still in onboarding, check the Onboarding Tracker. If it's missing from both, it hasn't been created yet — add it with New here.

What is the Data Room URL used for? It's a tokenized, view-only link your market contact opens to verify your agency information, producer licensing, and any documents you've uploaded — without needing a Turris account.

The Actions menu shows Compliance Data but not Data Room. Why? The Data Room option appears only once the relationship has a data room link issued. Markets created with New get one automatically; if an older market is missing one, contact support to have it generated.

I clicked Compliance Data and the modal says "No Products Available." What now? The upstream entity hasn't added any products in Turris yet, so there's nothing to map against. Ask your market contact to publish their products so compliance status can be calculated.

Can I delete a market from this page? No. To close out a relationship that has ended, contact support so the record can be archived. It will then drop off the Active Markets list.

Why is the New button missing? Creating a market requires create permission on the Market feature. If you don't see the button, your role doesn't include market-creation rights — your administrator can grant access.

Why is my market blocked when I try to create it? If the contact email's domain belongs to an MGA that is already a Turris customer, the platform blocks the creation to prevent duplicate relationships. The Market Already A Customer modal explains what happens, and support is emailed (with you on copy) to coordinate the connection.

Best Practices

Create the market before you need the Data Room link. Generating it up front gives your market contact a head start on verifying your information and avoids a last-minute scramble during onboarding.
Filter by Category to focus your workflow. When you only need Carriers or only MGAs, use the Category badge filter instead of scrolling the full list.
Run Compliance Data before quoting a new state. The state-by-state map is the fastest way to confirm you are both licensed and authorized everywhere you plan to write business for a market's product.
Treat the Data Room URL like a credential. Share it only with the trusted market contact who should receive it; avoid posting it in shared inboxes or chat channels.
Use the per-market detail page for ongoing work. Add producers, upload documents, and manage contacts from the detail page — this list is meant for discovery and quick actions.

Market Detail — The per-market workspace for a single upstream relationship: profile, data room, producers, contacts, and documents.
Market: Producers Tab — Manage the producers placed with a market and open a per-producer state-by-state compliance map for each product.
Market: Entity Contacts Tab — List the people from your own organization the market should know about, each tagged with a role and one flagged as Primary Contact.
Market Contacts — Keep the carrier or MGA's own people — underwriter, territory manager, claims — in a per-market address book.
Market Documents — The single repository for E&O, Cyber, Crime & Fidelity, W9, Payment Details, and Producer Agreements tied to the relationship, with auto-extracted metadata.
Onboarding Tracker — A board for carriers and MGAs you're still working to get appointed with, with one-click promotion to Active Markets.