Customer story
An insurance broker cuts lead response to 90 seconds with Webzenia.
A Mumbai B2B insurance broker generated 180 leads a month and lost most of them to a 6-hour callback time. Webzenia built a WhatsApp AI qualifier that replies in seconds and drops scored leads straight into the CRM.
The challenge
A Mumbai B2B insurance broker was generating 180 leads per month and losing most of them to the clock. The sales team called back within an average of 6 hours. By then 60% of those leads had already spoken to a competitor.
The problem was not lead volume. It was the gap between enquiry and first contact. Agents spent hours each day on manual data entry instead of conversations, and every enquiry that arrived after office hours waited until morning.
The approach
Webzenia built a WhatsApp AI qualification layer on the WhatsApp Business API. The moment a lead enquired, an AI agent built on OpenAI and Anthropic replied within seconds and asked the qualifying questions an agent would ask.
The conversation captured policy interest, budget band, and intent, then scored the lead. We routed the structured output through n8n into the broker's Zoho CRM, so every qualified lead landed in the pipeline with its fields already populated.
Twilio handled fallback notifications to agents the instant a hot lead crossed the qualification threshold. The agent opened a record that was already complete, with no copy-paste step in between.
The full system reached production in 8 weeks. Webzenia tuned the qualification prompts against the broker's real enquiry transcripts before launch.
The results
Lead response time dropped from 6 hours to 90 seconds, available 24 hours a day, 7 days a week. The leads that used to leak to competitors now get an instant reply.
Qualified leads reaching the sales team grew 3.1x, with no increase in marketing spend. Agents speak only to people the AI has already qualified, not to every raw enquiry.
Agents recovered 4.2 hours a day previously lost to manual admin. The numbers hold because qualification runs before a human is involved, so response speed no longer depends on who is at their desk.
The stack behind it
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