From Weeks to Hours: How Peraj Insurance Brokers Pvt. Ltd. Cut Lead Discovery Time
By implementing an AI-powered CRM and Lead Engine, Launch Ventures transformed Peraj's manual insurance and risk advisory operations into a high-speed, data-driven workflow—dramatically accelerating lead conversion and empowering faster, more confident strategic decision-making.
Company Background
Founded in 1951, Peraj Insurance Brokers Pvt. Ltd. is one of India's premier risk advisory and direct insurance brokerage firms. Headquartered in Mumbai, the company specializes in structuring corporate insurance programs, claims advocacy, and complex risk diagnostics for enterprise clients across industries such as manufacturing, financial markets, infrastructure, and technology.
Operating globally through international broker networks, Peraj combines over seven decades of market legacy with tailored coverage solutions—ranging from property and cyber liability to human capital wellness—to protect multinational businesses and navigate large-scale risk landscape exposures.
The challenge
Finding, vetting, and managing potential commercial accounts was a slow, labor-intensive process for Peraj. Teams had to manually search across fragmented industry sources, evaluate leads against strict qualification criteria, and hand-key prospect and risk data into their CRM. This fragmented workflow created severe administrative bottlenecks, increased data entry errors, and left leadership without a clear, real-time view of their sales pipeline. Consequently, qualifying a single batch of leads often dragged on for weeks or longer, slowing down critical follow-ups and causing Peraj to miss high-value opportunities in a fast-moving market.
The solution
We engineered an automated Lead Engine to replace Peraj's manual workflow with an end-to-end, intelligent sourcing platform:
- Automated Multi-Source Scanning: Continuously searches across configurable online and industry sources to discover relevant prospective accounts.
- Intelligent Categorization: Automatically evaluates and scores leads against custom parameters, categorizing them into HOT, WARM, and COLD tiers for immediate prioritization.
- Automated Data Enrichment: Searches for and populates vital direct-contact information alongside company risk profiles, eliminating manual research.
- Seamless CRM Integration: Instantly syncs chosen prospects directly into the CRM, eliminating manual hand-keying and enabling immediate follow-ups.
Technology Used
| Technology / Tool | Role in Implementation |
|---|---|
| AWS Bedrock Models (Claude) | Used for AI-related tasks such as lead identification and confidence scoring. |
| Supabase | Provides backend infrastructure, databases, and API functions. |
| Node.js | Used for writing backend API function code and custom logic. |
| Google Vertex Search | Custom search engine used for lead scraping and data discovery. |
| React | Powers the interactive dashboard UI implementation. |
The Results
The integration of the AI CRM and Lead Engine shifted Peraj from manual, slow operations to an automated, high-velocity growth model:
- ✓ 85% Reduction in Lead Processing Time: Sourcing, qualifying, and enriching a week's worth of targeted prospect leads (previously requiring ~40 hours of manual research) is now completed in under 1 day (less than 6 hours).
- ✓ Instant CRM Sync & Zero Data Latency: Qualified prospect profiles—including risk history and corporate data—are pushed directly into the CRM in real time, replacing hours of manual hand-keying and eliminating copy-paste errors.
- ✓ Faster Response & Outreach Speed: Automated lead scoring and instant routing slashed initial prospect follow-up time from 2-3 days down to minutes, driving significantly higher engagement rates.
In their words
"What used to take our teams an entire week of manual research and data entry is now delivered seamlessly in less than a day. The AI CRM and Lead Engine removed our operational bottlenecks, allowing us to respond faster and win more enterprise accounts."Neel Thakkar, Head of Strategic Initiatives, Peraj Insurance Brokers Pvt. Ltd.
