Voice to Quote: Conversational Auto Quoting with Salesforce Voice

A voice-enabled AI agent that guides callers through auto insurance quote intake using natural conversation—collecting driver details, vehicle information, and coverage preferences—then automatically creates a qualified lead in Salesforce.

This demo showcases the future of insurance intake: a voice-enabled AI agent built on Salesforce that transforms quote collection from a tedious form-fill into a natural phone conversation.

The agent intelligently guides callers through the auto quoting process—gathering driver information, vehicle details, coverage needs, and contact preferences—while handling interruptions, answering clarifying questions, and keeping the conversation on track. When the call ends, a fully populated lead appears in Salesforce, ready for your sales team to follow up.

Built with Salesforce Voice and Agentforce, this solution shows how insurers can capture more leads, reduce intake friction, and deliver a modern customer experience—all while ensuring clean, consistent data flows directly into your CRM.