AI Voice Agent for Life

AI Voice Agent for Life Insurance Lead Qualification Built an AI Voice Agent for a life insurance sales workflow to automate initial prospect conversations, qualification, information capture, CRM updates, and follow-up.

The AI agent can conduct structured conversations, ask predefined qualification questions, capture relevant customer information, answer common questions, and determine whether a prospect meets defined criteria for further sales engagement.

The system combines Voice AI, LLMs, n8n automation, APIs, webhooks, CRM integration, and business logic.

Qualified or complex conversations can be routed to a human sales representative.

Workflow: Lead → AI Voice Agent → Conversation → Qualification → Data Capture → CRM → Follow-Up → Human Handoff

Human review remains part of the workflow where decisions require licensed expertise or professional judgment.