The Contacts settings page is where you keep one organization-wide directory of the people your agencies rely on when working with their markets, so you never re-key the same person on every carrier or MGA relationship. From a single screen you add a contact, scope them to one or more of your agencies, assign them to specific markets with business roles, and see at a glance which markets currently depend on them as a Primary Contact or Contract Signatory.

Contacts (Settings) is your agency's shared, default contact list. Each contact carries a name, email, agency scope, and optional per-market business roles, so when a market needs to know who at your organization owns compliance, finance, or contract sign-off, the right person is already on file.

Who uses it. Licensing managers, agency administrators, and operations leads at downstream entities (agencies, brokerages, and TPAs) who own the producer side of carrier and MGA relationships. It's also the page you open when someone's role changes and you need to swap them in or out across several markets at once.

What this page lets you do:

At the top of the page is an information banner titled Contacts that explains the contacts you create here are visible to all markets associated with the assigned agencies. Below it, the header shows your [Agency] Contacts label (with a help icon), a count badge such as 12 contacts, a Search box, and the Add Contact button. The contacts table fills the rest of the page.

Note: If your organization doesn't have the Contacts feature enabled, the page shows a Contacts upgrade notification in place of the directory. Contact your organization administrator or Turris support to enable it.

What's visible on the page:

Click any row to open the Edit Contact slide-over (when you have update permission). The table sorts by first name by default; Name, Email, and Markets column headers are sortable, and pagination appears once the directory exceeds 10 contacts.

Note: The list on this page is your agency's directory. Markets created by upstream entities (carriers and MGAs) may also keep their own contacts; those live on the market record, not here.

When you'd do this. A new employee at your agency takes over a function (compliance, finance, contract sign-off), or you're setting up your default Primary Contact and Contract Signatory when you first start using Turris.

Tip: Use Apply to all [agencies] when the contact is the same person across the whole organization (your general counsel as the default Contract Signatory, for example). For role holders who differ by branch (a regional account manager), assign agency-by-agency instead.

Note: If you enter an email that already exists for an agency you've selected, the Email field shows the inline error "A contact with this email already exists for one of the selected agencies" and the agency row shows a yellow warning popover ("A contact with this email already exists for this agency"). Pick a different agency or use the existing record.

Note: If the email already exists in your organization but under different agencies than the ones you picked, Turris merges the new agency scope into that existing contact instead of creating a duplicate. You'll see a Contact Added confirmation: "A contact with this email already exists in the organization. The new assignment has been added to the existing contact."

When you'd do this. A contact's email changed, their name was misspelled, or they took on responsibility for another agency in your organization.

Note: When the existing contact was set up with Apply to all [agencies] and identical roles across every agency, the toggle in the edit slide-over starts in the on position. Switch it off if you want to narrow the scope. The Email field is optional when editing.

When you'd do this. You want this contact attached to a specific market relationship and given one or more business roles there (for example, name them the Account Manager for Travelers, the Finance Manager for Amwins, and the Contract Signatory for both).

Note: A market row can't be removed from this slide-over while the contact is the Primary Contact for that market or holds the Contract Signatory role on it. The remove (X) button is hidden until you clear those roles on the market itself. Open the market's Contacts tab, change the assignment there, then return.

Note: If the contact's agencies have no market relationships yet, the slide-over shows "No markets found — There are no markets available for this entity." Set up the market relationship first, then assign the contact.

When you'd do this. An employee left, or you created a duplicate by mistake.

If the contact can't be deleted, clicking Delete opens a Cannot Delete Contact message instead of the confirmation dialog. The reason is one of:

Reassign or remove those market-level roles first, then return here to delete. (When a contact can't be deleted, the Delete entry in the menu also appears greyed out.)

The search box fuzzy-matches against the contact's combined first name + last name and the Email column. Partial matches work: typing nguy finds Avery Nguyen, and typing @brokerage.com finds every contact at that domain. The Name, Email, and Markets columns are sortable — click a column header to toggle ascending or descending.

Warning: An undeliverable email can block onboarding emails, contract envelopes, and renewal notifications. Treat the red triangle as a real customer-impact signal, not a cosmetic warning.

The two columns grouped under Required for markets as are read-only summaries of where this contact is structurally relied upon:

When a contact has more than three markets in either column, a +N button opens a popover listing the rest.

Note: You can't change Primary Contact or Contract Signatory status from this settings page. Open the affected market (click any badge in either column) and edit the role assignment on the market's Contacts tab.

Why don't I see Contacts in my settings menu? Contacts is a premium feature. If your organization doesn't have it enabled, the page shows a Contacts upgrade notification instead of the directory. Contact your organization administrator or Turris support to enable it.

What's the difference between an agency assignment and a market assignment? An agency assignment scopes a contact to one or more of your legal entities (the agencies you manage). A market assignment attaches the contact to a specific carrier or MGA relationship for one of those agencies and lets you give them business roles there. A contact must be assigned to the agency before it can be assigned to that agency's markets.

Can two agencies in my organization have a contact with the same email? Yes. The same email can exist as a separate contact under different agencies. When you use Apply to all [agencies], agencies that already have a contact with that email are skipped automatically so you don't create a duplicate.

Why can't I delete a contact? The contact is currently the Primary Contact on one or more markets, holds the Contract Signatory role on one or more markets, or both. Open the affected market(s), change the role assignment, then return here to delete.

Why is the Email field disabled when I edit a contact? The contact's email is owned by an upstream source. You can still edit the name and agency scope; the upstream system stays the source of truth for the email.

Why is the X button hidden on one of my agency assignments? The contact is the Primary Contact for a market under that agency, or the agency is one you no longer control, so the assignment is locked. Reassign the Primary Contact on the affected market(s), then return; the X button reappears once nothing depends on the assignment.

What happens to existing market assignments when I switch a contact to "Apply to all agencies"? Existing market assignments stay intact. The toggle only changes the agency scope of the contact, not the markets the contact is attached to.

If you have questions about Contacts (Settings) or encounter any issues, contact our support team at support@turris.com.