Maxim Dudnik This workflow corresponds to n8n.io template #15030 — we link there as the canonical source.
The workflow JSON
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{
"meta": {
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "f4bb496b-81f7-4f01-9ec4-f70853b470dd",
"name": "Workflow Overview",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"color": 3,
"width": 460,
"height": 428,
"content": "## Insurance Quote Request \u2192 SMS + AI Voice Agent Qualification\n\n**How it works:**\n1. Receives quote request from website form or lead vendor\n2. Normalizes prospect data + insurance type, coverage status, urgency, ZIP\n3. Creates contact in Aloware with quote details in custom fields\n4. Sends instant quote acknowledgment SMS\n5. Routes by urgency: urgent \u2192 AI Voice Agent call, standard \u2192 nurture drip\n\n**Setup:**\n- Set n8n Variables: `ALOWARE_API_TOKEN`, `ALOWARE_LINE_PHONE`, `ALOWARE_AI_SEQUENCE_ID`, `ALOWARE_NURTURE_SEQUENCE_ID`, `AGENCY_NAME`, `AGENT_NAME`\n- Create 2 Aloware Sequences (AI Voice Agent + Nurture)\n- Connect quote form to POST to this webhook URL"
},
"typeVersion": 1
},
{
"id": "9861cddd-b699-4230-9548-ff2d92f24cfb",
"name": "Receive & Create Contact",
"type": "n8n-nodes-base.stickyNote",
"position": [
4064,
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],
"parameters": {
"color": 5,
"width": 944,
"height": 276,
"content": "### \ud83d\udce5 Receive Quote & Create Contact"
},
"typeVersion": 1
},
{
"id": "d4f090a4-136e-4d92-a7f7-dfe9478f2e53",
"name": "Urgency Routing",
"type": "n8n-nodes-base.stickyNote",
"position": [
5072,
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],
"parameters": {
"color": 4,
"width": 660,
"height": 412,
"content": "### \ud83d\udd00 Route by Urgency"
},
"typeVersion": 1
},
{
"id": "ca03918b-1694-4386-afca-237b65ab4536",
"name": "AI Voice Tip",
"type": "n8n-nodes-base.stickyNote",
"position": [
5312,
-1632
],
"parameters": {
"width": 400,
"height": 80,
"content": "AI Voice Agent should qualify: current coverage, renewal date, coverage amount, # drivers/vehicles, preferred time"
},
"typeVersion": 1
},
{
"id": "2f4720c2-8a27-4296-bd4a-ec3c51010f42",
"name": "Quote Request Received",
"type": "n8n-nodes-base.webhook",
"position": [
4128,
-1376
],
"parameters": {
"path": "insurance-quote-request",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "afff34a6-1993-4f06-b209-7cd89dfdf913",
"name": "Normalize Quote Data",
"type": "n8n-nodes-base.set",
"position": [
4352,
-1376
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "a001",
"name": "prospectPhone",
"type": "string",
"value": "={{ $json.body?.phone || $json.phone || $json.contact?.phone || '' }}"
},
{
"id": "a002",
"name": "prospectFirstName",
"type": "string",
"value": "={{ $json.body?.first_name || $json.first_name || $json.name?.split(' ')[0] || 'there' }}"
},
{
"id": "a003",
"name": "prospectLastName",
"type": "string",
"value": "={{ $json.body?.last_name || $json.last_name || $json.name?.split(' ').slice(1).join(' ') || '' }}"
},
{
"id": "a004",
"name": "prospectEmail",
"type": "string",
"value": "={{ $json.body?.email || $json.email || '' }}"
},
{
"id": "a005",
"name": "insuranceType",
"type": "string",
"value": "={{ $json.body?.insurance_type || $json.insurance_type || $json.type || $json.product || 'General' }}"
},
{
"id": "a006",
"name": "currentlyInsured",
"type": "string",
"value": "={{ $json.body?.currently_insured || $json.currently_insured || 'Unknown' }}"
},
{
"id": "a007",
"name": "urgency",
"type": "string",
"value": "={{ $json.body?.urgency || $json.urgency || $json.timeline || 'standard' }}"
},
{
"id": "a008",
"name": "leadSource",
"type": "string",
"value": "={{ $json.body?.source || $json.source || $json.utm_source || 'Website' }}"
},
{
"id": "a009",
"name": "zipCode",
"type": "string",
"value": "={{ $json.body?.zip || $json.zip || $json.zip_code || '' }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "92a97498-8f90-4323-9f97-317c43a872b2",
"name": "Aloware: Create Contact with Quote Details",
"type": "n8n-nodes-base.httpRequest",
"position": [
4576,
-1376
],
"parameters": {
"url": "https://app.aloware.com/api/v1/webhook/forms",
"method": "POST",
"options": {},
"sendBody": true,
"bodyParameters": {
"parameters": [
{
"name": "api_token",
"value": "={{ $vars.ALOWARE_API_TOKEN }}"
},
{
"name": "phone_number",
"value": "={{ $json.prospectPhone }}"
},
{
"name": "first_name",
"value": "={{ $json.prospectFirstName }}"
},
{
"name": "last_name",
"value": "={{ $json.prospectLastName }}"
},
{
"name": "email",
"value": "={{ $json.prospectEmail }}"
},
{
"name": "lead_source",
"value": "={{ $json.leadSource }}"
},
{
"name": "csf1",
"value": "={{ 'Insurance Type: ' + $json.insuranceType }}"
},
{
"name": "csf2",
"value": "={{ 'Currently Insured: ' + $json.currentlyInsured }}"
},
{
"name": "csf3",
"value": "={{ $json.zipCode ? 'ZIP: ' + $json.zipCode : '' }}"
},
{
"name": "notes",
"value": "={{ $json.insuranceType + ' quote request from ' + $json.leadSource + '. Urgency: ' + $json.urgency }}"
},
{
"name": "force_update",
"value": "=true"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "1cd8a2c5-e2d3-4dda-868c-05147e8bc67a",
"name": "Aloware: Send Quote Acknowledgment SMS",
"type": "n8n-nodes-base.httpRequest",
"position": [
4784,
-1376
],
"parameters": {
"url": "https://app.aloware.com/api/v1/webhook/sms-gateway/send",
"method": "POST",
"options": {},
"sendBody": true,
"bodyParameters": {
"parameters": [
{
"name": "api_token",
"value": "={{ $vars.ALOWARE_API_TOKEN }}"
},
{
"name": "from",
"value": "={{ $vars.ALOWARE_LINE_PHONE }}"
},
{
"name": "to",
"value": "={{ $('Normalize Quote Data').item.json.prospectPhone }}"
},
{
"name": "message",
"value": "=Hi {{ $('Normalize Quote Data').item.json.prospectFirstName }}! This is {{ $vars.AGENT_NAME }} from {{ $vars.AGENCY_NAME }}. We received your {{ $('Normalize Quote Data').item.json.insuranceType }} insurance quote request. I'll be reaching out shortly to help you find the best rate. Reply anytime if you have questions!"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "196851de-9cb8-41cb-800f-f30c3908c430",
"name": "Is Urgent Quote?",
"type": "n8n-nodes-base.if",
"position": [
5152,
-1376
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": false,
"typeValidation": "loose"
},
"combinator": "or",
"conditions": [
{
"id": "cond_001",
"operator": {
"type": "string",
"operation": "contains"
},
"leftValue": "={{ $('Normalize Quote Data').item.json.urgency.toLowerCase() }}",
"rightValue": "urgent"
}
]
}
},
"typeVersion": 2
},
{
"id": "e039ff68-6753-47eb-a56e-f750bc60a429",
"name": "Aloware: Enroll in AI Voice Agent Sequence",
"type": "n8n-nodes-base.httpRequest",
"position": [
5472,
-1488
],
"parameters": {
"url": "https://app.aloware.com/api/v1/webhook/sequence-enroll",
"method": "POST",
"options": {},
"sendBody": true,
"bodyParameters": {
"parameters": [
{
"name": "api_token",
"value": "={{ $vars.ALOWARE_API_TOKEN }}"
},
{
"name": "sequence_id",
"value": "={{ $vars.ALOWARE_AI_SEQUENCE_ID }}"
},
{
"name": "phone_number",
"value": "={{ $('Normalize Quote Data').item.json.prospectPhone }}"
},
{
"name": "source",
"value": "n8n-insurance-urgent"
},
{
"name": "force_enroll",
"value": "=true"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "19a0109e-9d9a-427c-b2fc-68b41924e579",
"name": "Aloware: Enroll in Nurture Sequence",
"type": "n8n-nodes-base.httpRequest",
"position": [
5472,
-1280
],
"parameters": {
"url": "https://app.aloware.com/api/v1/webhook/sequence-enroll",
"method": "POST",
"options": {},
"sendBody": true,
"bodyParameters": {
"parameters": [
{
"name": "api_token",
"value": "={{ $vars.ALOWARE_API_TOKEN }}"
},
{
"name": "sequence_id",
"value": "={{ $vars.ALOWARE_NURTURE_SEQUENCE_ID }}"
},
{
"name": "phone_number",
"value": "={{ $('Normalize Quote Data').item.json.prospectPhone }}"
},
{
"name": "source",
"value": "n8n-insurance-nurture"
},
{
"name": "force_enroll",
"value": "=false"
}
]
}
},
"typeVersion": 4.2
}
],
"connections": {
"Is Urgent Quote?": {
"main": [
[
{
"node": "Aloware: Enroll in AI Voice Agent Sequence",
"type": "main",
"index": 0
}
],
[
{
"node": "Aloware: Enroll in Nurture Sequence",
"type": "main",
"index": 0
}
]
]
},
"Normalize Quote Data": {
"main": [
[
{
"node": "Aloware: Create Contact with Quote Details",
"type": "main",
"index": 0
}
]
]
},
"Quote Request Received": {
"main": [
[
{
"node": "Normalize Quote Data",
"type": "main",
"index": 0
}
]
]
},
"Aloware: Send Quote Acknowledgment SMS": {
"main": [
[
{
"node": "Is Urgent Quote?",
"type": "main",
"index": 0
}
]
]
},
"Aloware: Create Contact with Quote Details": {
"main": [
[
{
"node": "Aloware: Send Quote Acknowledgment SMS",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
Automate insurance lead qualification with an AI Voice Agent. When a prospect requests a quote — auto, home, life, or commercial — this workflow instantly acknowledges the request via SMS and routes urgent leads to an AI-powered qualification call that captures coverage details,…
Source: https://n8n.io/workflows/15030/ — original creator credit. Request a take-down →
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