New Agent Feature: Easily Edit & Download Client Forms
We’ve just released a new feature on IA Near Me, and it’s all about making life easier for agents.
Sometimes clients miss a detail. Sometimes something needs clarification after a quick call. And until now, fixing those small issues meant extra back-and-forth.
That’s changed.
So, What’s New?
Agents can now edit missing or incorrect information in a form that was originally filled out by a client, and then download the updated version for quoting, carriers, or their CRM.
How It Works (and What It Doesn't Do)
Here's the important part:
- The client's original form stays exactly the same
- Your edited version is saved separately
- Nothing the client submitted gets overwritten
This keeps things clean, accurate, and privacy-friendly.
Why Agents Will Appreciate This
This update makes it easier to:
- Fix small errors after talking with a client
- Update details based on follow-up conversations
- Create a clean, corrected form for carriers
- Spend less time chasing paperwork and more time helping clients
In short, it helps you move faster without sacrificing accuracy.
Designed with Privacy in Mind
Client submissions and agent edits are kept separate by design. That means transparency for clients and flexibility for agents — without crossing any lines.
Available Now
This feature is already live on IA Near Me.
Log in, check your leads, and try editing and downloading a form today. We’ve got more improvements coming soon — stay tuned.
Watch It in Action
Want to see how it works?
Watch the short video above for a quick walkthrough of the new feature and how you can start using it right away.
Not Registered on IA Near Me Yet? Here’s Why You Should Be
If you’re an insurance agent who isn’t on IA Near Me yet, this is just one example of how the platform is built to simplify your day-to-day work. From smarter lead handling and editable client forms to tools designed around speed, accuracy, and privacy, IA Near Me helps you spend less time on admin tasks and more time closing business.
Join a growing network of agents who use IA Near Me to manage leads more efficiently, present cleaner submissions to carriers, and deliver a smoother experience to clients.
