Manage Your Agency’s Leads, Your Way

We’ve just rolled out a major update to IA Near Me, and if you’re running an agency, this one is for you. We know that managing a team’s worth of leads can get messy, so we’ve built a smarter way to stay on top of every opportunity without the headache.

What’s New for Agencies?

Agencies can now access and manage leads at both the agency and agent rep levels, all within a more organized system.

How Lead Access Works

           

To keep things structured and secure, lead visibility is now role-based:

Agency Owners

• Can view all leads- including general leads and those assigned to agent representatives
• Have full oversight of all opportunities coming through the agency.

Agent Representatives

• Can only view leads assigned to them through the Agency Leads section
• Access is available when logged in under their agent profile via the menu.

This setup ensures agency owners stay in control while agent reps remain focused on their assigned leads.

Why This Matters

This update helps agencies:

• Keep all leads organized in one place.
• Monitor team activity and performance more easily.
• Ensure leads are properly distributed and followed up on.
• Avoid confusion around who owns which opportunity.

It’s a more streamlined way to manage leads across your entire team.

Built for Better Team Collaboration

By separating access between agency owners and agent reps, this feature creates a clearer workflow for everyone involved, while still giving agencies full visibility where it matters most.

Ready to try it?

Log in to your dashboard on IA Near Me to see the new lead management tools in action. We have plenty more features in the pipeline, so keep an eye out for what’s next! More updates are on the way. Stay tuned.