Customer Referral Program

Terms & Conditions

Terms and Conditions for Uplift Insurance Group Customer Referral Program

Welcome to Uplift Insurance Group’s Customer Referral Program. Participation in this program is subject to these Terms and Conditions. By participating, you affirm your understanding and agreement to these terms.

2. Eligibility and Participation

  • Eligibility: This program is open to existing clients of Uplift Insurance Group. Participants must be 18 years or older. Employees of Uplift Insurance Group and their immediate family members are not eligible.
  • Referral Submission: Participants can submit referrals via our online form at upliftinsurancegroup.com/refer-a-friend. Referrals must be individuals who are not current clients of Uplift Insurance Group.

3. Referral Qualification and Rewards

  • Qualifying a Referral: A referral is qualified when:
    • All required information for a quote is provided by the referral.
    • Underwriting reports (MVR and CLUE) are run without errors.
    • A final quote is verbally delivered to the referral.
  • Rewards: Qualified referrals earn the referrer a reward. Rewards are limited to one per household, not per individual referral. Choices include:
    • A $50 gift card, or
    • A $45 Visa card (accounting for a $5 activation fee).

4. Program Integrity and Prohibited Activities

  • Rebating and Commissions: Rebating (offering incentives to induce insurance purchases) and unlicensed commission payments are strictly prohibited.
  • Ethical Conduct: Participants must not engage in misleading or unethical practices. Violations will result in disqualification and potential legal action.

5. Data Privacy

  • Data Handling: All personal data collected will be managed in accordance with Uplift Insurance Group’s Privacy Policy, ensuring confidentiality and security.
  • Consent: By participating, you consent to the collection, use, and processing of your personal data as necessary for the program.

6. Limitations and Liability

  • Information Accuracy: Uplift Insurance Group is not liable for errors in information provided by participants.
  • Limitation of Liability: Uplift Insurance Group disclaims responsibility for any direct or indirect losses or damages arising from participation in the program.

7. Amendments and Termination

  • Uplift Insurance Group reserves the right to modify or terminate the program at any time, with or without notice. Changes will be communicated as necessary.

8. Governing Law and Dispute Resolution

  • These Terms are governed by the laws of the jurisdiction where Uplift Insurance Group operates. Any disputes will be subject to the exclusive jurisdiction of these courts.

9. Contact and Queries

For questions or more information, please contact service@upliftinsurancegroup.com.

10. Acknowledgement and Agreement

By participating in the Customer Referral Program, you acknowledge and agree to these Terms and Conditions in full.