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New "Underlying Principals" tab to Replace "Agency Products" on EPP

To simplify navigating large volumes of products managed by an Agent entity, we’ve introduced the Underlying Principals tab to replace the 'Agency Products' tab.

Users typically look for a specific Underlying Principal so that they can review their associated products. This new tab supports that workflow by displaying all Underlying Principals whose products are managed by the selected Agent. Users can:

  • Use Search and filter to quickly find the Underlying Principal(s) they need
  • Expand an Underlying Principal to view their products in a nested table
  • Search and filter within the product table as well

This experience is configurable. Displayed columns for Underlying Principals are sourced from the ‘Indexed’ fields in the ‘Basic Details’ category of the Entity Profile. This category can be updated in the Entity Profile Configuration page for Company entities.

To ease the transition, both Agency Products and Underlying Principals tabs will be available for the next two weeks, after which the Agency Products tab will be deprecated.

User Guide Reference: Agency User Guide (Agency Request)