Overview

The Onboarding Tracker is where your team keeps track of every carrier or MGA you are still working to get appointed with, so you can see who owns each effort, what stage it is in, and what is blocking the go-live, all on one Notion-style board. When a market is finally ready, one click promotes it into your Active Markets list without re-keying anything.

What is the Onboarding Tracker?

The Onboarding Tracker is your working pipeline of prospective markets, separate from the Active Markets list that represents carriers and partners you already distribute for. Each row is one carrier or MGA in flight, each column is a piece of information about that effort, and every cell saves automatically as you edit it in place.

Who uses it. Licensing managers, principal agents, and the operations leads who own carrier onboarding inside an agency or downstream entity. The board lives under the Markets nav group alongside Active Markets, so the same person managing live carrier relationships can also see the funnel of upcoming ones.

You can use the Onboarding Tracker to:

See every carrier or MGA your team is currently working to onboard, with the person responsible and the current stage in plain view.
Move each onboarding through your team's stages (Contact Initiated, then Carrier Legal, then Awaiting Contact Details, and so on) without spinning up a separate tool.
Capture custom information per market (portal URLs, agreement numbers, target effective dates) by adding columns that match your team's workflow.
Promote a finished onboarding into Active Markets in one step, keeping a greyed-out row on the board as an audit trail.
Limit who can add rows, edit cells, or delete columns based on each team member's role on Markets.

Accessing the Onboarding Tracker

Left sidebar → Markets → Onboarding Tracker. The board opens with your current rows, your column layout, the View toggle at the top of the board, and an Add market button in the top right.

A brand-new downstream entity gets a seeded board the first time anyone opens this page. The seeded board includes nine columns:

Column	Type	Purpose
Market name	Text	Carrier or MGA you are working to onboard. Required when adding a row.
Owner	Person	Team member responsible for this onboarding. Picked from your downstream entity's members.
Category	Select	The market type. Choices are Carrier, MGA, Wholesaler, Third-Party Administrator, Service Provider, and Governmental (State Fund). The chosen category carries over to the Active Market after conversion.
Last update	Date	Bumped automatically every time the row changes. Never editable from the UI.
Priority	Status	Low (green), Medium (yellow), High (red).
Market status	Status	Working on it (blue), Stuck (red), Pending (yellow).
Workflow status	Select	In Progress, Legal Review, Pending Agreement & Docs, Pending, Escalation.
Current stage	Select	Granular stage: Contact Initiated, Carrier Legal, Awaiting Contact Details, Pending Info, Inhouse Legal, Carrier Legal Review, Agreement Returned to Carrier, Docs Returned to Carrier.
Notes	Long text	Free-form narrative about the onboarding effort.

The first four columns (Market name, Owner, Category, Last update) are core columns. They can be renamed but never deleted, and Last update is read-only. Every other column can be renamed, reordered, edited, or removed.

There is no separate detail page for an onboarding row. To work a row, click any of its cells to edit that value in place. The row's actions live at the right end of the row in the Convert action column.

Note: The Onboarding Tracker is part of the Markets feature. If your organization does not have the Markets feature enabled, this page shows a feature-access notice instead of the board. Contact your account owner or Turris support to enable it.

Adding a market to the board

When you'd do this. You have started a conversation with a new carrier or MGA, and you want to track the onboarding before any agreements are signed. Add the row now so your team can see who owns the effort and stop duplicating outreach.

Open Left sidebar → Markets → Onboarding Tracker.
Click Add market in the top right of the page. The Add market to onboarding modal opens.
Fill in the fields:

Field	Required	Description
Market name	Yes	Carrier or MGA you are onboarding. Example: `Allstate`, `Travelers`. Up to 200 characters.
Owner	No	Pick one of your team members from the dropdown, or leave as No owner to assign later.
Category	No	Choose Carrier, MGA, Wholesaler, Third-Party Administrator, Service Provider, or Governmental (State Fund). Leave as No category to set it inline after the row is created.

Click Add market to create the row.
The new row appears on the board with Priority, Market status, Workflow status, Current stage, and Notes all empty. Fill them in by clicking any cell.

Tip: You do not need to fill in every column up front. Most teams add a row with just the market name and an owner, then update the status and stage columns as the onboarding progresses. Set Category before you are ready to convert, because conversion requires it.

Editing cells inline

When you'd do this. A status changed, you received the carrier's legal review, or you finally got the portal URL. Update the row in place rather than opening a form.

Click any editable cell to begin editing. Each cell type has its own input behavior:

Text, Long text, Number, URL, Phone, Email cells open an input on click. Type your value, then press Enter or click outside the cell to save. Press Escape to cancel without saving.
Status, Select, Multi-select cells open a popover. Pick an option and the change saves the moment you choose.
Date cells open a date picker popover. Choose a date, then click Apply to save it. Clearing the date and clicking Apply removes the value.
Person and Owner cells open a Pick a member popover listing your team. Click a teammate to assign them; click the already-assigned teammate again to clear the assignment. An empty cell reads Unassigned.
Category cells open a dropdown of the six market categories. Pick one to set it.
Checkbox cells toggle on click.

The Last update column never opens an editor. The server bumps it on every successful change to the row.

Note: Cell edits save quietly with no per-cell "saving" indicator and no success toast. If you make an edit and the value appears to revert after a refresh, your role likely does not grant Update on Markets, so the change was never accepted.

Customizing columns

Onboarding workflows differ by team. The board is meant to be reshaped to match yours rather than forcing you into a fixed schema.

Adding a column

When you'd do this. Your team consistently tracks a piece of information about each onboarding (portal URL, target effective date, contract number) that the seeded columns do not cover.

Scroll to the right end of the board header and click the Add column trigger (the plus icon at the end of the header row).
Fill in the popover:

Field	Required	Description
Column name	Yes	The header your team will see. Example: `Portal URL`, `Contract Stage`. Up to 60 characters.
Type	Yes	Pick one tile: Text, Long text, Number, Select, Multi-select, Status, Date, Person, Checkbox, URL, Phone, or Email.

Click Add column.
The new column appears at the right edge of the board. If you picked Select, Multi-select, or Status, the column starts with a single placeholder option called To do (coloured yellow). Edit the column to define your real options.

Tip: Pick Status rather than Select when each option needs a colour (red, yellow, green). Pick Select when the choices are plain labels and colour is not meaningful.

Editing or deleting a column

When you'd do this. Renaming a column, refining the option list on a Status or Select column, or removing a column your team has stopped using.

Hover over the column header and click the gear icon next to the column name to open the Column name popover.
From the popover you can:

Rename the column in the Column name field.
Edit the option list for Select, Multi-select, and Status columns. Use Add option to add a row, type a label, set a colour with the swatch picker, and use the trash icon to remove an option. Status options should always carry a colour.
Click Delete column (shown only on non-core columns when you have delete permission). If you have no delete permission, the popover shows "You do not have delete permissions." On core columns the gear icon does not appear at all.

Click Save changes.

Warning: Deleting a column permanently removes the value stored for that column on every row. This cannot be undone. The action is unavailable on the core columns (Market name, Owner, Category, Last update) because the conversion workflow depends on them.

Converting an onboarding row to an Active Market

When you'd do this. The carrier has signed your agreement, you have collected the primary contact's details, and you are ready to move the relationship from "in progress" into the carriers you actively distribute for.

Find the row on the board.
Click the Convert button in the Convert action column at the right end of the row.
The Convert to Active Market modal opens. Its description reads "Move "[market name]" out of onboarding and into your Active Markets list." Fill in the fields:

Field	Required	Description
Contact first name	Yes	First name of the carrier's primary contact for your agency.
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.

Click Convert market to confirm.

After conversion:

The original onboarding row stays on the board, greyed out, with a green Converted indicator in the action column (replacing the Convert and delete buttons).
The new market appears immediately in Active Markets with the contact you provided. Open Markets → Active Markets to see it there.
The Last update timestamp on the original row records the conversion.

Warning: A row cannot be converted until its Category is set. If you click Convert on a row with no category, the conversion is blocked with the message "This onboarding row is missing a Category. Set Category (Carrier / MGA / Wholesaler) on the row before converting." Set the Category cell first, then try again.

Tip: The greyed-out row is intentional. It preserves your team's history. To focus on rows still in progress, leave the View toggle on Active (the default).

Deleting an onboarding row

When you'd do this. A row was added in error, or you have decided you will never onboard the carrier and want it out of the board.

Hover over the row and click the trash icon at the right end of the row (next to the Convert button). The icon is only visible if you have delete permission on Markets.
The Delete onboarding row modal opens. Its description reads "Permanently remove "[market name]" from the onboarding board."
Click Delete row to confirm.

Warning: Deleting a row permanently removes its custom-field values. There is no undo. The board's column definitions are unaffected. If the row has already been converted to an Active Market, the Active Market itself is unaffected by deleting the onboarding row.

Filtering and Searching

The board has one filter at the top, a badge toggle named View. There is no search box on this page; the board is meant to be small enough to scan visually.

Filter	Type	Purpose	Example use
View	Badge toggle (Active / All (incl. converted))	Show only in-progress rows, or include greyed-out converted rows for reference.	Auditing the funnel? Switch to All (incl. converted) to see everything your team has worked on this quarter.

The Active badge is selected by default, so the board hides converted rows on first load. Switching to All (incl. converted) reloads the board with converted rows included.

Visual elements

The board uses a small set of indicators to communicate row state and field types at a glance.

Element	Where it appears	Meaning	What to do about it
Greyed-out row	Any row that has been converted to an Active Market	The row is preserved for audit history; further edits and actions are blocked.	Nothing. This is intentional. Switch the View toggle to Active to hide these.
Green "Converted" indicator	Action column of a greyed-out row	Replaces the Convert and delete buttons on a converted row.	The live market lives in Active Markets; manage the relationship there.
Coloured Status pill	Status-type cells (Priority, Market status, and custom Status columns)	The option colour set when the column was created or edited.	Click the pill to change the value. Click the column's gear icon to edit the colour or add new options.
Field type icon	Every column header, next to the name	A visual hint about the column's data type (text, calendar, number, and so on), the same icon set shown in the Add column picker.	None. Informational.
"No markets yet" empty state	Centre of the board when there are no rows	The board exists but no rows have been added.	Click Add market in the top right to add your first row.

Status and Select option colours always use the same six-colour palette (gray, blue, green, yellow, red, neutral), so they render consistently in both light and dark mode.

Permissions

Access to the board is governed by your role's permissions on the Markets resource. The same access controls cover both Active Markets and the Onboarding Tracker; there is no separate "Onboarding" permission.

Action	Required permission on Markets
View the board	Read
Add a market (row)	Create
Add or rename a column, edit cell values, edit Status/Select options	Update
Convert a row to an Active Market	Create
Delete a row, delete a non-core column	Delete

If you do not have a given permission, the matching control is hidden or disabled. For example, the Add market button does not render without Create, the gear icon on column headers stays hidden without Update, and the Convert button is disabled without Create.

Frequently Asked Questions

How is the Onboarding Tracker different from Active Markets?

Active Markets is the list of carriers and partners you already distribute for, where each row represents a live business relationship with appointments, documents, and contacts. The Onboarding Tracker is your working pipeline of prospective markets that have not been promoted yet. Conversion is the bridge between the two.

Why can't I convert a row?

Conversion requires a Category on the row. If the Category cell is empty, the conversion is blocked and you are prompted to set it first. Pick Carrier, MGA, Wholesaler, Third-Party Administrator, Service Provider, or Governmental (State Fund) in the Category cell, then click Convert again.

What happens to an onboarding row after I convert it?

The row stays on the Onboarding Tracker, greyed out, with a green Converted indicator replacing the action buttons, so your team retains the audit trail. The market also appears in Active Markets with the contact details you provided in the conversion modal.

Can I delete a converted row?

The delete affordance is hidden on converted rows. If you need to remove a converted row from the board, contact Turris support. The corresponding Active Market in your Active Markets list is unaffected by anything done to the onboarding row.

Can I undo a conversion?

Conversions cannot be reversed from the board. If you converted a row by mistake, contact Turris support so we can clean up both the onboarding row and the Active Market.

Can two team members edit the board at the same time?

Yes. Each cell edit is sent independently and the last-saved value wins per cell. Two people editing different cells on the same row never conflict. If two people edit the same cell at the same moment, the later save wins.

Are board changes shared with the rest of my organization?

Yes. There is one onboarding board per downstream entity. Every team member with Read on Markets sees the same rows and columns, and changes appear to everyone the next time their browser reloads the data.

Do my custom columns appear on Active Markets too?

No. Onboarding Tracker columns are scoped to the Onboarding Tracker. After conversion, only the market name, the category, and the primary contact details you entered in the conversion modal carry over to the new Active Market. Everything else stays on the onboarding row as history.

Why can't I delete the Market name, Owner, Category, or Last update column?

Those four are core columns, and the conversion workflow and audit trail depend on them. The gear icon is hidden on these headers, and the server rejects any board change that tries to remove them.

Best Practices

Start with the seeded columns. The default Priority, Market status, Workflow status, and Current stage columns cover most onboarding pipelines. Add custom columns only when your team has a recurring information need the seeded set does not already cover.
Assign an Owner the moment you add a row. Owners are the fastest way to see at a glance who is driving each onboarding. Scanning the board becomes painful when "Unassigned" is the most common value.
Set the Category early. Conversion is blocked without it, so a row missing its category is a conversion that will stall at the finish line. Set it as soon as you know the market type.
Update the stage and status cells weekly, not at the end. The Last update column is your signal that a row is stale. A row whose Last update is two weeks old is the most likely place a deal is silently dying.
Use Status columns for short, bounded states and Long text for narrative. Status pills make the board scannable; free-form discussion belongs in Notes (Long text) where you can capture context without bloating column headers.
Convert promptly once a market is live. Sitting on a finished onboarding leaves your Active Markets list incomplete and your funnel metrics misleading. Convert as soon as the agreement is signed and the primary contact is known.
Review and prune custom columns each quarter. If a custom column has been empty for months, delete it. Empty columns add scrolling, not information.

Markets: The list of carriers and partners you currently distribute for. Onboarding rows graduate to this list through the Convert action.
Market Detail: The per-market dashboard for a single upstream relationship, with profile, data room, producers, contacts, and documents in one tabbed view.
Market Contacts: The per-market address book for the people on the carrier or MGA side of an active relationship.
Market Documents: The repository for every supporting document tied to an active market (E&O, Cyber, W9, Producer Agreement, Payment Details, and more).
Market: Entity Contacts Tab: The people from your own organization that an active market should know about, including the Primary Contact.
Market: Producers Tab: The per-market producer roster and the per-producer compliance map for an active market.