You can view and edit your Subscription Details from within Top Producer. This allows you to change your Account Contact Information (including email address), view Invoices, and even change your Billing Information (including Credit Card).

Updating Your Subscription Email Address

Important: If you wish to update your subscription email address, you must follow these steps. If you also wish to update other subscription information, follow these steps then proceed with the additional steps listed below.

  1. Log in to Top Producer as the Responsible Agent (main account owner).
  2. Go to the My Account section.
  3. If not already selected, click the My Info tab.

    my-info

  4. At the bottom of the page, click Edit My Info.
  5. In the Emails section, enter your correct email address into the Agent(Primary) field. This will become the email at which you receive notifications from Top Producer, and the email your contacts will reply-to when you send them emails from within Top Producer.

    8i Agent Email Address

  6. At the bottom of the page, click Save My Info.

Updating Your Contact Information and Address

  1. Log in to Top Producer as the Responsible Agent (main account owner).
  2. Go to the My Account section.
  3. In the My Account Header, click View/Update your Subscription Bundle.

    account-header

  4. The Subscriber Management screen will show your account Contact Information and complete list of all licenses associated with your account.
  5. To make changes to your account Contact Information or Address, click the Manage Account tab at the top of the Subscriber Management screen. Enter the correct information into the fields provided.

    subscription-customer-information

  6. When you’ve finished making changes, click Update to save the new information.

Viewing and Updating Your Payment Details

To view or change your Payment or Billing Information and Credit Card:

  1. Log in to Top Producer as the Responsible Agent (main account owner).
  2. Go to the My Account section.
  3. If not already selected, click the My Info tab.

    my-info

  4. In the My Account Header, click View/Update your Subscription Bundle.

    account-header

  5. If you would like to change the credit card information, click the Manage Account tab at the top. Next, in the Payment Info section at the bottom, click the Edit button next to the credit card you’d like to update.

    payment-info

    Tip: If you would like to view the invoices and billing history, click the Plus (+) button in the Invoices section at the bottom of the screen next to the desired subscription.

Note: If you subscribe to multiple Top Producer Products in the same account, it is only necessary to update your information once. Updating the information from one product will update the information for all subscriptions.