Overview

The Market Contacts tab is where you keep the people on the carrier or MGA side of a market relationship, so anyone on your team can reach the right underwriter, territory manager, or claims contact without digging through old email threads. It is a per-market address book that sits alongside the profile, producers, and documents for the same upstream relationship.

What is Market Contacts?

Market Contacts gives your team one place to record every person at the upstream carrier or MGA who supports this relationship, with their role, email, and phone all in view on a single tab.

Who uses it. Licensing managers, account managers, and agency owners on the downstream side. Anyone whose day-to-day involves emailing or calling an underwriter, escalating to a territory manager, or routing a credentialing question to the right person at the carrier.

Capture each carrier-side contact in one row with first name, last name, email, phone, and the roles they cover.
Tag a single person with more than one role when they wear two hats, for example an underwriter who also handles credentialing.
Copy a contact's email or phone to the clipboard with one click, so outreach happens without retyping.
Update a contact in place when their phone changes or their roles shift, and remove them when they leave the carrier.
Hand the whole relationship off to a teammate without losing the institutional knowledge of who to call.

Note: Market Contacts are the people on the carrier or MGA side of the relationship. For the people inside your own organization who own this market, use the Entity Contacts tab on the same market detail page.

Accessing Market Contacts

Open Left sidebar → Markets. The Active Markets view loads by default.
Click any row in the Active Markets table to open that market's detail page.
Click the Market Contacts tab in the tab strip near the top of the page. It is the tab marked with a building icon, between Entity Contacts and Documents.

What's visible on the page:

Element	Description
Add button	Sits in the top-right of the table. Opens the Add Market Contact slide-over. Hidden if you do not have permission to update the market.
Name column	A round avatar with the contact's initials, followed by their first and last name in bold.
Email column	The contact's email address, shown as a copy-on-click value. Displays a dash when no email is on file.
Phone column	The contact's phone number, shown as a copy-on-click value. Displays a dash when no phone is on file.
Roles column	Up to four role badges in primary color. Any roles beyond four collapse into a `+N` badge that opens a popover listing the rest. Displays a dash when no roles are assigned.
Row actions	A three-dot menu button at the end of each row, with Edit and Delete options. Hidden if you do not have permission to update the market.

The table is not sortable, and there is no pagination: every contact for the market appears on a single page in the order they were added.

To open a contact for editing, click anywhere on its row, or use the three-dot menu at the end of the row and choose Edit.

When no contacts exist yet, the table is replaced with a panel titled Market Contacts that reads "No market contacts added yet. Add carrier-side contacts (underwriters, territory managers) to keep all your market relationships in one place." The Add button still sits above it, so you can start the directory from there.

Adding a Market Contact

When you'd do this. You've started working a new market, or a new underwriter has been assigned to your agency at an existing carrier, and you want their details captured so the rest of your team can reach them.

From the Market Contacts tab, click the Add button in the top-right of the table.
The Add Market Contact slide-over opens from the right, subtitled "Add a carrier-side contact such as an underwriter or territory manager." Fill in the fields:

Field	Required	Description
First Name	Yes	The contact's first name, up to 80 characters. Example: `Alex`.
Last Name	Yes	The contact's last name, up to 80 characters. Example: `Morgan`.
Roles	No	Multi-select dropdown. Pick one or more of Territory Manager, Underwriter, Credentialing, Account Manager, Claims, or General. Use the select-all toggle if the contact handles everything for your account.
Email	No	Must be a valid email address, up to 160 characters. Example: `alex.morgan@carrier.com`.
Phone	No	International format supported, up to 40 characters. Example: `+1 234 567 8901`.

Click Add Contact at the bottom of the slide-over.
The slide-over closes and the new contact appears in the table immediately. A success toast reading "Market contact added successfully" confirms it.

Tip: Capture every role that applies to a person. An underwriter who also handles credentialing should carry both roles, so the right number of badges shows on their row and teammates know the full scope of who they're calling.

Editing a Market Contact

When you'd do this. A contact has been promoted, their phone number changed, or you originally added them without an email and now want to fill it in.

Click anywhere on the contact's row, or open the row's three-dot menu and choose Edit.
The Update Market Contact slide-over opens, pre-populated with the contact's current values.
Change any field. The rules match the Add flow: first and last name are required, email must be a valid address, and the same character limits apply.
Click Update Contact at the bottom of the slide-over.
The slide-over closes and the row reflects the new values. A success toast reading "Market contact updated successfully" confirms it.

Deleting a Market Contact

When you'd do this. The contact has left the carrier, the role they covered no longer applies to your relationship, or the entry is a duplicate you want to clean up.

Open the row's three-dot menu and choose Delete. The Delete option is shown in red.
A confirmation modal titled Delete Market Contact appears, asking "Are you sure you want to delete [name]? This action cannot be undone."
Click Delete to confirm, or Cancel to back out. A success toast reading "Market contact deleted successfully" confirms the removal.

Warning: Deletion is permanent and cannot be undone. If you remove the wrong contact, you will need to re-add them from scratch.

Filtering and Searching

The Market Contacts tab has no filter dropdowns and no search box of its own. The table lists every contact recorded for the market on one page, so to find a person you scan the list or open their row directly.

Note: The "Search this page" input in the top bar does not narrow the Market Contacts list, so reach for the contact's row rather than the search box. If a market accumulates a long contact list, keeping the roles accurate is the fastest way to identify the right person at a glance.

Available Roles

The Roles field uses a fixed set of six values. Each one renders as a primary-color badge in the Roles column and in the overflow popover.

Role	Use it for
Territory Manager	The regional sales lead or relationship owner for your geography.
Underwriter	Risk evaluation and policy-binding decisions on the submissions you send the market.
Credentialing	Producer appointments, license verification, and onboarding paperwork at the carrier.
Account Manager	Day-to-day account servicing and policy administration.
Claims	Claims handling, status questions, and escalations.
General	Anyone who does not fit the five categories above. Use sparingly.

Permissions

The tab and its actions follow the standard Markets permission set on your organization's role configuration.

Action	Permission required	What happens without it
View the Market Contacts tab	Markets / Read	The tab content is replaced with an "Access Denied" message.
Add, edit, or delete a contact	Markets / Update	The Add button is hidden, clicking a row does not open the edit slide-over, and the three-dot menu does not appear. The tab is read-only.

Frequently Asked Questions

How is this different from the Entity Contacts tab? Entity Contacts are the people inside your own organization who own or work this market relationship. Market Contacts are the people at the upstream carrier or MGA. Use Entity Contacts for your internal owners and Market Contacts for the external counterparts you call and email.

Can the same person have more than one role? Yes. The Roles field is multi-select. The table shows up to four roles inline, and any additional roles collapse into a +N badge that expands into a popover.

Do I have to fill in email and phone? No. Only First Name and Last Name are required. Add email, phone, and roles as you have them, and edit the contact later to fill in the rest.

Can I copy a contact's email or phone in one click? Yes. Both the Email and Phone columns are copy-on-click. Clicking the value copies it to your clipboard, so you can paste it straight into an email or a dialer.

What should I do when a contact leaves the carrier? Delete the contact if no one has taken over their work, or edit the entry to swap in the new person's details if the role coverage stays the same.

Why don't I see the Add button or the three-dot menu? Adding, editing, and deleting market contacts requires the Markets / Update permission. If your role only includes read access, the tab is read-only.

Best Practices

Record an Underwriter and a Territory Manager for every active market. These are the two roles teammates need most often, so populating them first means urgent outreach never stalls.
Tag every role a person actually covers. Multi-role tagging keeps each row honest about who to call for what. A single catch-all "primary contact" tells teammates nothing about scope.
Pair Market Contacts with Entity Contacts on every market. Each relationship should have at least one internal owner on the Entity Contacts tab and at least one carrier-side counterpart here on Market Contacts.
Keep email and phone current. The copy-on-click columns are only as useful as the data behind them, so refresh entries when a contact's phone or email changes instead of leaving stale values in place.
Avoid the General role as a default. Use it only when a contact genuinely does not fit any of the five named roles, so the more specific labels stay meaningful when teammates scan the list.

Markets: Where you track every carrier, MGA, wholesaler, and upstream partner you sell with, confirm appointments, and share verifiable compliance data.
Market Detail: The per-market workspace for a single upstream relationship, gathering profile, producers, contacts, and documents in one place.
Market: Producers Tab: Where you manage the producers (or adjusters) placed with the market and open a per-producer compliance map by state and product.
Market: Entity Contacts Tab: Where you list the people from your own organization the market should know about, with one flagged as the Primary Contact.
Market Documents: The single repository for every supporting document exchanged with the market, including E&O, Cyber, Crime & Fidelity, W9, Producer Agreements, and Payment Details.
Onboarding Tracker: A Notion-style board tracking every carrier or MGA you are still working to get appointed with, from first outreach through go-live.