---
title: Assigning an agency, Producer, and CSR
description: This article walks you through assigning an agency and Producer/CSR as a market user in Appulate.
---

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# Assigning an agency, Producer, and CSR

This article walks you through assigning an agency and Producer/CSR as a market user in Appulate.

- [Overview](https://help.appulate.com/en/knowledge/assigning-an-agency#overview)
- [Assigning an agency and Producer/CSR](https://help.appulate.com/en/knowledge/assigning-an-agency#assigning-agency-producer) 
    - [Assigning an agency](https://help.appulate.com/en/knowledge/assigning-an-agency#agency)
    - [Unassigning and reassigning an agency](https://help.appulate.com/en/knowledge/assigning-an-agency#unassign-reassign-agency)
    - [Assigning a Producer/CSR](https://help.appulate.com/en/knowledge/assigning-an-agency#assigning-producer-csr) 
          - [If an agency has already been assigned](https://help.appulate.com/en/knowledge/assigning-an-agency#if-agency-assigned)
          - [If an agency hasn't been assigned yet](https://help.appulate.com/en/knowledge/assigning-an-agency#agency-not-assigned)
          - [Unassigning and reassigning the Producer/CSR](https://help.appulate.com/en/knowledge/assigning-an-agency#unassign-reassign-producer-csr)
- [Other ways of assigning an agency and Producer/CSR](https://help.appulate.com/en/knowledge/assigning-an-agency#other-ways)

### Overview

In Appulate, an assigned agency is a company (an agency or an MGA) that runs an insured's quote requests and policies. Generally, an agency is assigned when:

- an agency or MGA creates a quote request or policy and sends it to a market;
- a market assigns a quote request or policy to an agency or MGA.

Note: Assigning an agency to a quote request or policy means that it will also be assigned to all of this insured's quote requests and policies.

[![assigned agency dropdown](https://help.appulate.com/hs-fs/hubfs/2024-02-15_15-07-51%20assigned%20agency%20dropdown.png?width=688&height=264&name=2024-02-15_15-07-51%20assigned%20agency%20dropdown.png)](https://help.appulate.com/hubfs/2024-02-15_15-07-51%20assigned%20agency%20dropdown.png?hsLang=en)

You can check whether and which agency is assigned by clicking **Agency: \[AgencyName\]** or **Agency: Select...** on the:

- [Quote request page;](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en)
- [Policy page;](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en)
- [Insured page](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en).

Note: If your company doesn't have the [Appulate Premium](https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en) license<https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en>, you can only assign agencies who do. To purchase Appulate Premium, contact our sales team at [sales@appulate.com](mailto:sales@appulate.com).

### Assigning an agency and Producer/CSR

An agency will be automatically assigned to a quote request or a policy if it has created it and sent it to a market.

Agencies can also assign their **Producer** or **CSR** in a [quote request's](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en#summary) or [policy's Summary](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#my-company). Otherwise, the agency user who has requested a quote from a market will be automatically assigned as this quote request's **Producer** or **CSR**, depending on their [designation](https://help.appulate.com/en/knowledge/users?hsLang=en#designation).

As a market user, you can only assign an agency, Producer, and CSR to a quote request or policy if your market has created this quote request or policy.

If an agency creates a quote request or policy and sends it to you, you won't be able to change this assigned agency, as well as the assigned Producer and CSR. However, if you create another quote request or policy for the same insured, you'll be able to assign and change this new quote request's or policy's Producer and CSR.

#### Assigning an agency

If your market has created this quote request or policy, and you have the [User or Admin role](https://help.appulate.com/en/knowledge/users?hsLang=en#role), you can assign an agency by clicking **Agency: Select...** on:

- the [Insured page](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en). This will open a [dropdown with the Assigned agency field](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en#insured-contact-and-agency).

[![assigned agency on the insured page](https://help.appulate.com/hs-fs/hubfs/2024-02-15_15-49-18%20assigned%20agency%20on%20the%20insured%20page.png?width=688&height=294&name=2024-02-15_15-49-18%20assigned%20agency%20on%20the%20insured%20page.png)](https://help.appulate.com/hubfs/2024-02-15_15-49-18%20assigned%20agency%20on%20the%20insured%20page.png?hsLang=en)

- the [Quote request](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) and [Policy](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en) pages ([Main contact panel](https://help.appulate.com/en/knowledge/contacts?hsLang=en#main_contact_market)). This will open a dropdown with the **Agent** and **Assigned agency** fields.

[![select an agency](https://help.appulate.com/hs-fs/hubfs/2024-02-15_15-34-26%20select%20an%20agency.png?width=688&height=202&name=2024-02-15_15-34-26%20select%20an%20agency.png)](https://help.appulate.com/hubfs/2024-02-15_15-34-26%20select%20an%20agency.png?hsLang=en)

On the [Quote request](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) and [Policy](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en) pages, you can assign an agency either by choosing one in the **Assigned agency** field, or by [assigning an Agent first](https://help.appulate.com/en/knowledge/assigning-an-agency#agency-not-assigned). Assigning an **Agent** first will simultaneously assign all of this insured's quote requests and policies to their agency.

When you enter an agency name in the **Assigned agency** field, Appulate will search for it in your market's [Selected Agencies](https://help.appulate.com/en/knowledge/managing-your-agencies-in-appulate?hsLang=en#available_and_selected):

- If confirmed in the **Assign \[Agency Name\]** dialog, this agency will be assigned to all of this insured's quote requests and policies.
- Your **Agent** options will be limited to this company's users. If this company has the [Control of agency users by markets setting](https://help.appulate.com/en/knowledge/settings-page?hsLang=en#security-and-permissions) enabled, you'll be able to [add a new user to this company](https://help.appulate.com/en/knowledge/viewers?hsLang=en#assigning-producer-csr) by clicking ![2023-11-10\_15-52-26](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-52-26.png?width=30&height=25&name=2023-11-10_15-52-26.png) (**Add agent**).

[![assigning an agency](https://help.appulate.com/hs-fs/hubfs/2024-02-15_16-02-02%20assigning%20an%20agency.gif?width=688&height=301&name=2024-02-15_16-02-02%20assigning%20an%20agency.gif)](https://help.appulate.com/hubfs/2024-02-15_16-02-02%20assigning%20an%20agency.gif?hsLang=en)

#### Unassigning and reassigning an agency

You can unassign an agency by clicking ![2023-11-10\_15-48-37](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-48-37.png?width=21&height=22&name=2023-11-10_15-48-37.png) (**Unassign**) and confirming your choice in the **Unassign \[Agency Name\]** dialog. You can then [assign another one](https://help.appulate.com/en/knowledge/assigning-an-agency#agency).

[![unassigning and reassigning an agency](https://help.appulate.com/hs-fs/hubfs/2024-02-15_16-05-39%20unassigning%20and%20reassigning%20an%20agency.gif?width=688&height=301&name=2024-02-15_16-05-39%20unassigning%20and%20reassigning%20an%20agency.gif)](https://help.appulate.com/hubfs/2024-02-15_16-05-39%20unassigning%20and%20reassigning%20an%20agency.gif?hsLang=en)

Note: If you change the assigned agency for one quote request or policy, it will also automatically be changed for all of this insured's other quote requests and policies.

### Assigning a Producer/CSR

#### If an agency has already been assigned

As a market user, you can assign or change the **Producer** or **CSR** if your market has created this quote request or policy. 

[![assigning an agent if an agency has already been assigned](https://help.appulate.com/hs-fs/hubfs/2024-02-15_16-09-46%20assigning%20an%20agent%20if%20an%20agency%20has%20already%20been%20assigned.gif?width=688&height=301&name=2024-02-15_16-09-46%20assigning%20an%20agent%20if%20an%20agency%20has%20already%20been%20assigned.gif)](https://help.appulate.com/hubfs/2024-02-15_16-09-46%20assigning%20an%20agent%20if%20an%20agency%20has%20already%20been%20assigned.gif?hsLang=en)

1. Click **Agency: \[Agency Name\]** on the [Quote request](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) or [Policy](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en) page;
2. Select an **Agent** in the dropdown. Since an agency has already been assigned, your **Agent** options will be limited to this assigned agency's users.
3. Depending on their [designation](https://help.appulate.com/en/knowledge/users?hsLang=en#designation), this **Agent** will be assigned as the **Producer** or **CSR**. You can then select the other assignee by clicking **Search by email or name** in the **Producer** or **CSR** field.

Note: If the assigned agency has the [Control of agency users by markets setting](https://help.appulate.com/en/knowledge/settings-page?hsLang=en#security-and-permissions) enabled, you'll be able to [add a new user to this agency](https://help.appulate.com/en/knowledge/viewers?hsLang=en#assigning-producer-csr) by clicking ![2023-11-10\_15-52-26](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-52-26.png?width=30&height=25&name=2023-11-10_15-52-26.png) (**Add agent**), and assign them.

You can email ![2023-11-10\_15-48-00](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-48-00.png?width=25&height=19&name=2023-11-10_15-48-00.png) (**Mail to**) and call  ![2023-11-10\_15-47-34](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-47-34.png?width=25&height=26&name=2023-11-10_15-47-34.png) (**Call to**) the assigned **Producer** and **CSR** from Appulate. Calling will only be available if this agent has provided their phone number.

#### If an agency hasn't been assigned yet

If an agency hasn't been assigned yet, you can select an **Agent** and assign all of this insured's quote requests and policies to the agency they're from in one go.

[![ assigning an agent if an agency hasn't been assigned](https://help.appulate.com/hs-fs/hubfs/2024-02-15_16-16-15%20assigning%20an%20agent%20if%20an%20agency%20hasnt%20been%20assigned.gif?width=688&height=301&name=2024-02-15_16-16-15%20assigning%20an%20agent%20if%20an%20agency%20hasnt%20been%20assigned.gif)](https://help.appulate.com/hubfs/2024-02-15_16-16-15%20assigning%20an%20agent%20if%20an%20agency%20hasnt%20been%20assigned.gif?hsLang=en)

1. Click **Agency: Select...** on the [Quote request](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) or [Policy](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en) page.
2. Search by email or name for an **Agent** from your market's [selected and available agencies](https://help.appulate.com/en/knowledge/managing-your-agencies-in-appulate?hsLang=en#available_and_selected).
3. If confirmed in the **Assign \[Agency Name\]** dialog, this insured and all of their quote requests and policies will be assigned to the **Agent**'s agency.
4. Depending on their [designation](https://help.appulate.com/en/knowledge/users?hsLang=en#designation), the **Agent** will be assigned as a **Producer** or **CSR**. You can then select the other assignee by clicking **Search by email or name** in the **Producer** or **CSR** field.

Note: If the **Agent** comes from an [available agency](https://help.appulate.com/en/knowledge/managing-your-agencies-in-appulate?hsLang=en#available_and_selected), in addition to being assigned, this agency will also be added to your market's [Selected Agencies list](https://help.appulate.com/en/knowledge/managing-your-agencies-in-appulate?hsLang=en#available_and_selected).

Note: If the assigned agency has the [Control of agency users by markets setting](https://help.appulate.com/en/knowledge/settings-page?hsLang=en#security-and-permissions) enabled, you'll be able to [add a new user to this agency](https://help.appulate.com/en/knowledge/viewers?hsLang=en#assigning-producer-csr) by clicking ![2023-11-10\_15-52-26](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-52-26.png?width=30&height=25&name=2023-11-10_15-52-26.png) (**Add agent**), and assign them.

You can email ![2023-11-10\_15-48-00](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-48-00.png?width=25&height=19&name=2023-11-10_15-48-00.png) (**Mail to**) and call  ![2023-11-10\_15-47-34](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-47-34.png?width=25&height=26&name=2023-11-10_15-47-34.png) (**Call to**) the assigned **Producer** and **CSR** from Appulate. Calling will only be available if this agent has provided their phone number.

#### Unassigning and reassigning the Producer/CSR

You can unassign the **Producer** or **CSR** by clicking ![2023-11-10\_15-48-37](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-48-37.png?width=21&height=22&name=2023-11-10_15-48-37.png) (**Unselect**). If you do this, the assigned agency will remain the same. However, if you unassign an agency, the **Producer** and **CSR** fields will be reset.

You can then [reassign the Producer or CSR](https://help.appulate.com/en/knowledge/assigning-an-agency#assigning-producer-csr).

[![unassigning and reassigning producer and csr](https://help.appulate.com/hs-fs/hubfs/2024-02-15_16-21-20%20unassigning%20and%20reassigning%20producer%20and%20csr.gif?width=688&height=301&name=2024-02-15_16-21-20%20unassigning%20and%20reassigning%20producer%20and%20csr.gif)](https://help.appulate.com/hubfs/2024-02-15_16-21-20%20unassigning%20and%20reassigning%20producer%20and%20csr.gif?hsLang=en)

### Other ways of assigning an agency and Producer/CSR

Apart from directly assigning on the [Insured](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en#insured-contact-and-agency), [Quote request](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en), and [Policy](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en) pages, there are other ways you can assign an agency and a Producer/CSR:

- via the [navigation bar](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en#bar) on the **Market Smart Q&A** (**Quote Smart Q&A**) page;
- via the [Release quote dialog](https://help.appulate.com/en/knowledge/quotes?hsLang=en#release-quote-dialog) when [releasing a quote](https://help.appulate.com/en/knowledge/quotes?hsLang=en#release) on the **Quote request** page or the [Compare quotes page](https://help.appulate.com/en/knowledge/compare-quotes?hsLang=en#release-quote);
- via the **Ask agent** dialog when asking an agent to [complete the questionnaire on the Insured tab](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete?hsLang=en#insuredtabmarkets), [the Market Smart Q&A (Quote Smart Q&A) page](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete?hsLang=en#msqa_for_markets), or a [policy's Insured information page](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#navigation).

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