Upllyft – Life

About Us

We at UPLLYFT are very passionate about our belief, which stems from our banking experience of creating an offering that keeps the customer at its core & has layers of customer service, need based analysis & trust built so that we can make the process of insuring the future & generating wealth easy for our customers in Canada & India. We provide access to a comprehensive selection of financial products & solutions along with continuous, unbiased guidance through our experts post thorough analysis of customer requirements

Doing the right thing, at the right time.

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Years of combined team experience

countries covered

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lives protected

0 M

premium collected

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insurance company's as partners

45 +

Cities Cover

1543 Cr

Assets Under Management

1256

Clients

30 +

Awards Won

MAD ( Make a Difference ) Approach

M

Upllyft believes in shared success because it places clients at the heart of everything. If the client wins, only then , we win – our interests are firmly aligned with those of our customers

A

Our recommendations are based on a thorough analysis of the Customer needs through usage of “Upllyft Planner” which is a function of the 60+ years of experience spent by the team in the financial markets

D

We place a premium on customer service and take a long-term, comprehensive approach thereby MAKING A DIFFERENCE to the lives of our customers

We Are In Business Because

Passionate about providing Insurance & Wealth solutions
Create a platform to recommend financial solutions as per customer needs
Make a difference to people by ensuring that protect their lifestyle with right & sufficient recommendations thereby creating an umbrella of protection
To be a part of a growing industry
Utilise our expertise of distributing insurance/investment solutions to reach a wide variety of people

We offer our customers

Trust

Customer service & access at all times

One stop shop that fulfils a customer’s Insurance & Wealth management needs

Attract the right partners to grow business scale

Care for our customers

Breadth of Our Product Shelf

All life insurance products

Critical illness

Eye & dental coverage

Registered products like RESP, RRSP and TFSA etc.

Travel insurances

Visitor insurance including super visa

Group covers

Wealth management solutions like PMS to invest in India

Access to the best products & pricing

Our Thought Leadership

1. Product experts

2. Believe in creating long relationships

3. Trust through right recommendations

4. Past record of creating profitable Insurance ventures

5. Use technology & social media to create awareness for the right/adequate financial security

6. Universal solutions

7. Access to shareholder experience of 60+ years of successful financial operations in India/Canada

A Top down strategy

Use the combined experience of all the shareholders to become a partner of choice for customers & agents through efficient use of technology
Live & breathe customer service & an organisation that espouses Trust.
Scale up business through the best agents, aim for a high renewal rate & to retain customers who endorse us to their families & friends.
Focus on HNIs & provide them with an eco system which gives them quick access in times of need.
UPLLYFT CUSTOMER LIFESTLYES