Manoj Upreti

Manoj Upreti

Strategic Advisor

Areas of Expertise: Claims Processing, Digital Transformation, Employer Benefits, Financial Planning and Retirement Income, Financial Wellness, Insurance/Independent Broker-Dealers, Insuretech, Life/Annuities/Benefits, Machine Learning and AI, Underwriting

Manoj Upreti is a Strategic Advisor with Aite-Novarica’s Life Insurance and Annuity practice. He brings to Aite-Novarica 15 years of experience in product development, market research, and digital transformations in the life insurance, annuity, and retirement industries.

Prior to joining Aite-Novarica, Manoj held leadership roles for major insurers, such as National Life, Transamerica, Genworth, and MetLife.

Recently, Manoj was an advisor to the chief marketing officer at National Life, helping the organization review its life insurance products through market research, competitive analysis, consumer inputs, and design thinking. Prior to that, he was an insuretech co-founder of Gyder, where he held responsibilities for product vision as well as customer experience design and implementation. 

At Transamerica, Manoj led the conception, design, and launch of many products in life insurance, voluntary benefits, annuity, and retirement.

As Director of Strategy and Analytics for Genworth, Manoj led business transformation, delivered products, developed new capabilities, and generated analytical insights for operations, underwriting, claims, product, and sales. Earlier, at MetLife, Manoj was responsible for the chief information officer’s initiative to integrate multiple lines of operations and technology processes, and implement best practices.

Manoj holds a Bachelor of Technology in Electrical Engineering from the Indian Institute of Technology, Varanasi, and an MBA from the Darden School of Business at the University of Virginia.

A resident of the Dallas-Fort Worth area, Manoj enjoys his morning runs through the many green trails that crisscross the suburbs.

Webinars

Wednesday, November 3, 2021 | 1:00 p.m. ET
Presenters: Jeff Goldberg, Head of Insurance Insights and Advisory, Aite-Novarica; Michael Trilli, Director, Insurance Practice, Aite-Novarica; Inci Kaya, Strategic Advisor, Aite-Novarica; Manoj Upreti, Strategic Advisor, Aite-Novarica; Stuart Rose, Strategic Advisor, Aite-Novarica; Steve Kaye...
Wednesday, June 16, 2021 | 2:00 p.m. ET
Life insurance firms have reached a pivot point relative to identity verification for on-boarding and fraud prevention. Grappling with record-high fraud attacks in parallel with high consumer expectations for a frictionless application and onboarding experience, battle-tested carriers are making...

Blogs

July 27, 2020
By Manoj Upreti and Dennis Gallant   On July 15, 2020, Lincoln Financial Group announced the launch of PathBuilder, which can be selected like any other investment option within employer-sponsored retirement plans and provides a guaranteed income stream for life. Why is this product announcement important? Many U.S. consumers today are worried about outliving their retirement...
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Events

Mar 23-25, 2021
Virtual Event
This conference is designed for chief compliance officers, executives and professionals responsible for one or more aspects of compliance, internal audit, legal, fraud prevention, special investigations, cybersecurity, privacy, ethics, risk management, anti-money laundering, elder financial abuse,...

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