Case study · Insurance & risk advisory · AI

From weeks to hours: how Peraj cut lead discovery time by 85%.

An AI-powered CRM and Lead Engine turned a manual, spreadsheet-driven sales operation into a fast, data-driven pipeline for one of India’s longest-standing insurance brokers.

Illustration of the Peraj Lead Engine: online and industry sources flow into AI scoring with Claude, leads are sorted into HOT, WARM and COLD tiers with contacts and risk profiles, and selected prospects sync to the CRM in real time
85% LESS TIME
PROCESSING LEADS
The short answer

Launch Ventures built Peraj an automated Lead Engine on Claude that finds, scores, enriches and syncs prospects into its CRM. A week’s worth of leads that took around 40 hours of manual work now takes under 6, qualified profiles reach the CRM in real time, and first follow-up has dropped from 2–3 days to minutes.

The client

Risk advisory since 1951.

Founded in 1951 and headquartered in Mumbai, Peraj Insurance Brokers is one of India’s premier risk advisory and direct insurance broking firms. It structures corporate insurance programmes, advocates for clients on claims and runs risk diagnostics for enterprises in manufacturing, financial markets, infrastructure and technology, across cover from property to cyber liability and employee wellbeing.

The challenge

Weeks of manual research for every batch of leads.

Peraj’s team sourced leads by hand: searching fragmented sources, checking each prospect against qualification criteria and keying the results into the CRM. It was slow, error-prone and gave leadership no real-time view of the pipeline. Qualifying a single batch could take weeks, and by the time a lead was ready, the opportunity had often moved on.

What we built

An AI Lead Engine wired straight into the CRM.

We designed and built an automated pipeline that does the research, the qualification and the data entry, so the broking team can spend its time on conversations, not spreadsheets.

01ScanConfigurable online and industry sources are searched automatically, replacing hours of manual research.
02ScoreClaude checks every lead against Peraj’s qualification criteria, scores its confidence and sorts it into HOT, WARM or COLD.
03EnrichQualified leads are enriched with direct contact details and a company risk profile, ready for the broking team.
04SyncThe prospects the team chooses flow straight into the CRM in real time, with no copy-paste and no re-keying.
The results

The numbers.

85%
less time processing leads: about 40 hours a week down to under 6
Real time
CRM sync, with no manual entry or copy-paste errors
Minutes
to first follow-up, down from 2–3 days
“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
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