Adding or Updating Producer Agreements

Read the step-by-step guide below or check out the video walkthrough. 

Accessing Producer Agreements

1. Navigate to the Settings tab in your dashboard
2. Click on Producer Agreements
3. You'll see a list of all your producer agreements, including:
   • Active agreements
   • Deleted agreements (if any)
   • Your default agreement (marked as "default")

Note: If you haven't added a producer agreement yet and just had your account set up, you'll see action items on your dashboard directing you to add one.

Understanding Your Agreement List

In the producer agreements section, you can:

• View which agreement is set as the default (automatically selected when you invite new agencies)
• See the status of all your agreements
• Access and view any uploaded agreement
• Upload new agreements or update existing ones

Note: You can have multiple producer agreements and assign these to specific producers you onboard.

Adding a New Producer Agreement

1. Click on Upload New Agreement
2. Select your agreement file
3. Upload the document

Configuring Agreement Variables

Your producer agreement may contain variables that you want to communicate to us to ensure they are taken into account as we process and ready the document for template use.

Processing Your Agreement

After uploading:

1. The Turris team will process your document
2. Your agreement will be added to the available templates
3. You'll receive a notification when the processing is complete
4. The agreement will then be available for use with your agency partners

The processing ensures that all necessary fields are properly configured and that the document is ready for digital signing workflows.

As always, if you have any questions or something doesn't quite make sense, please reach out to us on our support channels.