Manoj Upreti

Manoj Upreti

Senior Analyst

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

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

Prior to joining Aite Group, Mr. Upreti held leadership roles for major insurers, such as National Life, Transamerica, Genworth, and MetLife.

Recently, Mr. Upreti 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 insurtech co-founder of Gyder, where he held responsibilities for product vision as well as customer experience design and implementation. 

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

Mr. Upreti 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-Forth Worth area, Mr. Upreti enjoys his morning runs through the many green trails that crisscross the suburbs.

Analyst Views

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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