Dashboard Overview for Agency NPNs and Licensing

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

Accessing the Dashboard

1. Log into your Turris account
2. Navigate to the Dashboard section
3. You'll see multiple dashboard options focused on different aspects of your business

Understanding Dashboard Components

NPN Overview Dashboard

This dashboard displays comprehensive NPN (National Producer Number) metrics:

Total NPNs

• Current count of all NPNs in your system
• Includes both agency and agent NPNs
• Shows your usage against contracted limits

Agent NPNs

• Breakdown of individual agent NPNs
• Separate count from agency NPNs
• Helps track granular usage

Onboarding Progress

• Number of onboardings currently in progress
• Identifies incomplete registrations
• Allows quick follow-up on pending partners

Historical Tracking

• View NPN trends over time
• Track growth patterns
• Identify seasonal variations
• Monitor expansion success

License and Compliance Dashboard

This top-down view provides critical compliance insights:

By Product View

• See licensing coverage for each product
• Identify which products have the most licensed producers
• Spot opportunities for product expansion
• Ensure adequate distribution coverage

By State View

• Visualize geographic licensing coverage
• Identify states with strong representation
• Spot gaps in territorial coverage
• Plan expansion strategies

Agency vs. Agent Licensing

• Differentiate between agency and agent licenses
• Ensure both levels maintain proper licensing
• Identify compliance risks
• Track license density by location

Dashboard Features in Development

The dashboard functionality continues to expand. Coming features may include:

• Custom metric tracking
• Advanced filtering options
• Automated alerts
• Export capabilities
• Comparative analytics

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