Work the way you want to work

Built for agents who already close

You're already good. This is the missing piece.

You already know how you work with clients. Agent007ai is the layer most producers have not put in the stack yet: who needs a touch, a draft in your voice, every file visible. You review, add your line, send. The handshake is yours. The stack is ours.

Already close the game is there - the stack is what is missing
AI not in the stack yet follow-up still lives in your head, inbox, and spreadsheet
One saved policy covers the cost - the rest is upside
See plans - add Agent007ai Book a live demo

The stack has not caught up to how you already work

Independent agents are not losing business because they are bad at relationships. They already close. What has not been embraced yet is a follow-up layer that sits behind the day - so the quote does not wait on a free hour that never comes.

Agent007ai is that piece. Not a new personality. Not a drip. The same producer, with who-to-touch and a draft in your voice already waiting.

What Agent007ai does in the background

  • Right people, right time - surfaces who needs a touch so you stay present without chasing spreadsheets.
  • Authentic drafts in your voice - warm email and text with client name, coverage, and context. You add the personal line.
  • Every quote tracked - one pipeline, filterable and exportable, so no lead goes quiet by accident.
  • Work your way - same producer, missing piece in the stack. Agent007ai handles the admin; you handle the relationship.

Same game. Missing piece.

Quote in, draft in your voice, quote stays visible - without changing how you already work.

1. Client requests a quote

They use your branded form - auto, home, life, or commercial. You get a clean lead with the details that matter.

2. Agent007ai writes the follow-up

In seconds, you get a warm email and friendly text message - professional, personal, and specific to that quote. Not canned. Not generic.

3. You send, track, and close

Hit send while you're still fresh in their mind. The quote lives in your tracker until it's bound - or until you know it's truly dead.

People do business with people. You already know that. Agent007ai keeps the habit running in the background - the piece most producers have not put in the stack yet.

For producers who already close

Done-For-You Premium - we put it in the stack.

You don't need another DIY project. With Premium, Stephen Meadows personally installs Agent007ai on your site, builds your branded quote form, tunes the AI to your voice, and trains you 1-on-1. You keep working the way you already do - we handle the tech.

  • Full install on your website - not a weekend you'll never finish
  • Custom branded quote form your clients actually trust
  • Personalized AI setup so messages sound like you
  • 1-on-1 training call + priority support when you need a human
  • Everything in Agency included - up to 5 producers, white-label, shared tracker

$1,997 one-time setup

+ $149 / month

Most agents recover the setup fee with one extra bound policy. After that, every follow-up is profit.

Get Done-For-You Premium Book a demo first

Questions? 507-428-7556 - Agent007ai Hotline · stephenbmeadows@gmail.com

Try the workflow you just saw

Open the live tools below. When you're ready, pick the plan that fits - or let us build it for you.

Client-facing

Quote capture form

One link on your site, email signature, or social bio. Prospects submit a quote request - you get a hot lead without the back-and-forth.

  • Professional, branded experience
  • Coverage type and contact captured clean
  • Triggers your follow-up workflow instantly
Open client quote form
Your command center

Quote Tracker System

Every open quote in one place. Filter by client, coverage, or date. Export when you need a snapshot. Follow up before the lead goes cold.

  • No spreadsheet chaos - one dashboard
  • CSV / JSON export for your AMS or Excel
  • Follow-up messages saved per quote
Open Quote Tracker

Choose how you want to get started

Self-serve if you're handy with setup. Done-For-You Premium if you want it live without touching tech.

Best value · Most agents start here

Done-For-You Premium

$1,997 one-time

+ $149 / month

We build it. We brand it. We train you. You focus on clients - not plugins, DNS, or copy-paste templates.

  • Stephen installs everything on your website
  • Custom branded quote form
  • AI tuned to your agency voice
  • 1-on-1 onboarding call
  • Priority support - talk to a human
  • Full Agency plan included (5 seats, white-label, shared tracker)

One extra bound policy typically covers setup. Everything after that is margin.

Get Done-For-You Premium

Or book a demo · 507-428-7556 hotline

Solo Agent

$49 / month

For producers who already close and will self-install - add Agent007ai to the stack today.

  • AI email + text generator
  • Basic Quote Tracker
  • Unlimited quote follow-ups
  • Filter, search & export pipeline
  • Self-installation guides
Start Solo - $49/mo

Agency Plan

$79 / month

Small agency? One system for up to 5 producers - every quote tracked, every follow-up on-brand.

  • Everything in Solo
  • Up to 5 team members
  • Team dashboard
  • White-label forms
  • Shared quote tracker
  • Priority email support
Start Agency - $79/mo

Still deciding? Book a 15-minute demo with Stephen - see your quote-to-follow-up flow live before you commit. Schedule a time · 507-428-7556 hotline · stephenbmeadows@gmail.com

Work the way you want. Let Agent007ai handle the rest.

You're already good. This is the piece most producers have not put in the stack yet - in the background, in your voice.

Choose your plan