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Bulk Uploading Agents to Agencies

After uploading your agencies, the next step is to associate individual agents with their respective agencies. This bulk upload process allows you to add multiple agents efficiently while maintaining proper agency associations.

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

 

 

Prerequisites

Before uploading agents, ensure:

  • Agencies have already been uploaded to the system
  • You have the agency NPN numbers for matching agents to agencies
  • Agent license or NPN numbers are available and accurate

Required Information

To bulk upload agents, you need minimal but critical data:

Required Fields

  • Agent Identifier (one of these):
    • NPN number (preferred)
    • State license number
  • Agency Association:
    • Agency NPN number (to match agent to correct agency)

Optional Fields

  • Agent email address

Note: Agent names are automatically retrieved based on NPN/license numbers, so you don't need to include them in your upload file.

Step-by-Step Bulk Upload Process

Step 1: Access Agent Import

  1. Navigate to the agent management section
  2. Click on Import Agents
  3. You'll see the required fields and have the option to:
    • Use a CSV template
    • Upload your own CSV
    • Manually enter individual agents

Step 2: Prepare Your CSV File

Using the Turris template (recommended):

  1. Download the agent CSV template
  2. Enter agent data with:
    • One agent per row
    • Agent NPN or license number
    • Associated agency NPN
    • Optional email addresses
  3. Save as CSV format

Step 3: Upload Your CSV

  1. Click Upload CSV
  2. Select your prepared file
  3. The system will verify your column headers
  4. Map any non-matching headers if needed

Step 4: Data Extraction and Verification

The system automatically:

  1. Extracts data from your CSV
  2. Verifies NPN/license numbers
  3. Retrieves agent names from official sources
  4. Matches agents to agencies using the provided agency NPNs
  5. Validates all data integrity

Review the extracted information:

  • Confirm agent names were found
  • Verify agency associations are correct
  • Check that email addresses (if provided) are properly formatted

Step 5: Submit the Upload

  1. Review all populated data
  2. Ensure agency matches look correct
  3. Click Submit to complete the upload
  4. Agents begin populating in the system

Understanding Upload Results

Agent Status Indicators

After upload, you'll see status numbers like "0/15":

  • Denominator (15): Total agents stored in the system
  • Numerator (0): Agents who are synchronized and authorized to sell
  • Initially shows "0" because agents are uploaded but not yet synchronized

Post-Upload Options

View Agent List:

  • See all uploaded agents
  • Review their information
  • Check agency associations

Synchronization Options:

  • Synchronize all agents at once
  • Review and sync individually
  • Set up automation rules

Managing Costs and Automation

Cost Control Features

Agents don't count toward your NPN cap until synchronized:

  • Upload agents for review without immediate cost impact
  • Synchronize selectively based on your needs
  • Use as a staging area for agent data

Automation Caps

Set limits on automatic agent authorization:

  • Example: Auto-approve up to 10 agents per agency
  • Prevents unexpected costs from large uploads
  • Requires manual review for uploads exceeding the cap
  • Particularly useful when agencies self-upload agents

Why Include Email Addresses?

While optional, agent emails are useful for:

  • Integration with policy administration systems
  • Creating individual agent accounts
  • Direct communication needs
  • System integration requirements
  • Future portal access

Alternative Upload Methods

Manual Entry

For adding individual agents:

  1. Click Manual Entry
  2. Enter agent NPN or license number
  3. Select associated agency
  4. Add email if desired
  5. Submit

API Integration

For programmatic uploads:

  • Use the Turris API
  • Ideal for system-to-system transfers
  • Supports real-time agent additions

Best Practices

  1. Upload Agencies First: Always ensure agencies exist before uploading their agents
  2. Verify NPNs: Double-check agent and agency NPNs for accuracy
  3. Use Templates: Reduces mapping errors and speeds up the process
  4. Set Automation Caps: Protect against unexpected large uploads

Troubleshooting

Common issues:

  • Agent Names Not Found: Usually indicates invalid NPN/license numbers
  • Agency Match Failures: Verify the agency NPN exists in your system
  • Upload Errors: Check CSV formatting and required fields

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