Your top questions about Top Producer®—answered

May 12, 2020

We recently sat down with our Customer Care team to get an idea about the top questions they get asked. Now if you’ve ever called in to our team before, you just may be a fan. Our dedicated team frequently gets shoutouts for their professionalism and willingness to help.  

But some of us prefer to self-serve and want to avoid wait times (if there are any), so we thought we’d put together your top questions and the resources to help. So without further ado...

Here are the top 4 reasons you contact us 


 Sometimes you just need an invoice and sometimes you want to make changes. If you’re a solo US agent, you can avoid waiting on the phone with easy self-serve and update your billing & view statements online from the® professional dashboard. See this article for details

 Importing your contacts

It all starts with getting your contacts in the system, and importing your contacts is as easy as 1-2-3. See this article for details

 Lead integration

Top Producer® X CRM currently supports over 150 lead providers, and getting them to flow into your CRM—so you can nurture and convert them—is a snap. See this article for details

Market Snapshot® setup & how to send reports

Market Snapshot® reports help you showcase your expertise and stay top of mind, so it’s no wonder you’re eager to send them to your clients! We just created this brand-new Quick Start Guide that has all the answers you seek—from the super-quick setup to a few best practices you’ll want to follow. Check out the Quick Start Guide

To close, if self-service isn’t your thing and you’d rather speak to a human, don’t fret. We’re always here for you and happy to help. 

The choice is yours—visit our support site for more info and to chat live with one of our team members, or give us a call at 1-866-230-4789. 
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