Coventry Direct Reviews

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Coventry Direct

Overall Rating

4.7

143 Customer Reviews

Summary

Coventry Direct is a life settlement company that can purchase your life insurance policy for more than the surrender amount, but less than the death payout. Learn what customers are saying about this service

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Customer Reviews

4.7 Stars out of 143 Reviews
5 Star:87% 4 Star:5% 3 Star:0% 2 Star:1% 1 Star:5%
92% Recommend This Service
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Posted on May 6, 2020

Great experience

By Michael P., Dallas, TX, Verified Reviewer

I saw the Coventry advertisement on television and decided to call them to sell my step-father's life insurance policy. He is in assisted living and did not need to keep paying for a term policy. I was connected with Jordan Blackwell. The sale of a policy is a process and it is not a process you do frequently. Jordan patiently explained what was needed and kept track of my submissions. It took a while but we finally closed the transaction. I was working with a competitor that benefitted from Jordan's work and even though they offered slightly more, I went with Jordan and Coventry. I appreciated how he valued my time and business. I would recommend Coventry to anyone looking to monetize a term life policy.

Bottom Line: Yes, I would recommend this to a friend

Posted on May 15, 2020

Excellent service!

By Loretta B., Willamette Valley, OR, Verified Reviewer

Drew Acker was the Coventry Direct representative that I worked with during this process. His service was excellent! He kept me informed every step of the way. I would definitely recommend this company to anyone considering selling their life insurance.

Bottom Line: Yes, I would recommend this to a friend

Posted on May 21, 2020

Life insurance policy

By John R., Overland Park, KS, Verified Reviewer

Scott Kalbfeish was the agent that helped me with selling my Life Insurance Policy. Scott was very helpful during the entire project and communicated very effectively. He also followed through with all matters.

I would certainly recommend Scott!

Bottom Line: Yes, I would recommend this to a friend

Helpful Review? 1 Person Has Voted

Posted on Jun 15, 2020

William Perry's performance

By John S., Tarpon Springs, FL, Verified Reviewer

Ever since I started with Coventry, I was working with Bill Perry. I feel he is a complete asset to your business. He was friendly, kind, respectful, and resilient. He understood my needs and I thank him for that.

This process started a year ago, and I was facing to sell my policy or convert my policy. After careful consideration, I decided to sell.

I like to thank Coventry and William Perry for your support throughout this process.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

William Perry

He was always accessible to me

You did what was promised

No “cons” were specified in this review

Posted on Jun 16, 2020

Sale of Life Insurance

By Beverly H., Chambersburg, PA, Verified Reviewer

I saw the Coventry ads on TV. We decided to sell my husband’s life insurance. I called Coventry and was connected with Mr. Bill Perry. He was very helpful and took us through each step of the process. We are very pleased with the result.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Service

Representative

Simplicity of forms

No “cons” were specified in this review

Helpful Review? 1 Person Has Voted

Posted on Jun 18, 2020

Selling our Term Policy to Coventry

By John L., Indianapolis, IN, Verified Reviewer

I am glad to write a review about my experience these past few months in working with Coventry to sell our term life insurance policy.

Peter Hershon was the Coventry employee with whom we worked, and he was really terrific. Besides being extremely pleasant and easy to deal with, he walked us through every step of the process. He was also very diligent, detailed, and punctual in communicating with us as necessary. If he is representative of other Coventry personnel, they have a great company.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Peter Hershon!

No “cons” were specified in this review

Posted on Jun 21, 2020

Nothing but good things to say

By Jamie W R., Woodstock, VA, Verified Reviewer

Travis was very helpful. I would rate the overall experience as good! A bit time-consuming but in the end all worked out. In the future, my wife would like to do the same conversion with her policy!

Length of Use: 1–2 years

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Travis was great to work with!

Too much paperwork and follow-ups!

Posted on Jun 22, 2020

Outstanding interaction!

By Kevin J., Erie, CO, Verified Reviewer

I can't tell you how impressed I am with Drew, our Coventry Direct rep! He couldn't have done better, answered every question, followed up on every commitment. Just an outstanding experience for me!

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Thorough answers about everything and if he didn't know (rarely), he did the research.

Next day shipments of documents and the associated instructions were so well prepared!

Detailed explanations of how it all works.

No “cons” were specified in this review

Helpful Review? 1 Person Has Voted

Posted on Jul 9, 2020

Great experience!

By Jane and Richard J., Savannah, GA, Verified Reviewer

We've been working with Peyton Marcus at Coventry Direct to help us with a Life Insurance policy. Peyton was always available throughout the process to answer any questions that might have arisen. He was personable, very receptive, and a pleasure to work with. We would be comfortable recommending him to anyone needing assistance in this realm.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Professional

Quick to reply

Easy to work with

No “cons” were specified in this review

Posted on Jul 10, 2020

Life settlement

By Ira R., Hoboken, NJ, Verified Reviewer

I had a great experience selling two life policies to Coventry through the excellent service and assistance of Scott Kalbfleisch. We had to deal with a number of technical complexities during a short window of time and Scott made it all seem easy. Great job.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Competence

Courtesy

Knowledge and experience

No “cons” were specified in this review

Helpful Review? 1 Person Has Voted

Posted on Jul 14, 2020

Excellent service

By Kenneth C., Woodland Hills, CA, Verified Reviewer

My overall experience was excellent. Mr. Marcus handled everything in an honest, straightforward, and timely way. Everything that was said was true and I had great confidence in Mr. Marcus.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Professional

Courteous

Always kept informed about status of process

No “cons” were specified in this review

Posted on Jul 31, 2020

Thank you

By John B., Virginia Beach, VA, Verified Reviewer

Dan Glod was very helpful. I have speech issues and Dan was great at understanding me and very patient. He always responded quickly and kept me informed throughout the whole process.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

It happened faster than I thought it would

No “cons” were specified in this review

Helpful Review? 1 Person Has Voted

Posted on Aug 7, 2020

William P. was my contact and he was responsive, helpful, and critical in making this deal happen. Five stars to him for sure.

By Kenneth C., Portland, OR, Verified Reviewer

William P. was amazing. Specifically, he was attentive, responsive, communicative, and supportive. William was with us every step of the way and very patient with us during this COVID-19 influenced process. We enjoyed working with him very much.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Coventry gave us the best deal

Deal took a very long time to finalize, not William P.'s fault though

Posted on Aug 18, 2020

A smooth and easy process

By Lawrence B., Silver Spring, MD, Verified Reviewer

Scott at Coventry was respectful and very easy to work with. He said he would get this done in a specific amount of time, and he did. When I had an offer from another life settlement company, he was able to get my wife and I a better offer from Coventry. I would recommend this company if you have a life insurance company to sell.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Promises made, promises kept

Ease of communication with Coventry representative

The initial offer from Coventry was not an acceptable offer

Helpful Review? 1 Person Has Voted

Posted on Sep 3, 2020

Positive experience with Coventry Direct

By Ardis S., Palos Verdes Peninsula, CA, Verified Reviewer

My experience with Mr. Marcus and Coventry Direct has been exceptional. Mr. Marcus's patience and kindness in handling my case has been outstanding. He patiently waited through my bout with COVID-19 and the death of my brother gently keeping in touch without pressure. Once the timing was right, he handled all the processing with great professionalism, explaining each step along the way. When problems arose, he handled them promptly and came up with very acceptable solutions to all. I feel that my experience with Coventry Direct has been a very positive one primarily due to Mr. Marcus. He is a great asset to your company and should be considered a valued employee.

The procedures that are in place by Coventry Direct are well laid out, easy to understand, and handled in a prompt manner. Having dealt with many companies over my 76 years, I would say that Coventry Direct is one of the best I have had occasion to deal with.

Length of Use: 6–12 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Professionalism of company representative

Direct and well laid out procedures

Prompt service with good follow-up

Conservativeness of policy evaluations

Posted on Sep 4, 2020

Very helpful, very honest!

By Stuart K., Monroe Township, NJ, Verified Reviewer

They offered me somewhat more for my life insurance policy than its cash surrender value.

Peyton M walked me through the laborious process of filling out all the paperwork required. He kept me up to date at each stage of the process.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

No surprises, everything they told me turned out as specified

Being kept up-to-date continuously throughout the process

The amount of time that Peyton spent with me in filling out all of the documents that were required

No “cons” were specified in this review

Posted on Sep 14, 2020

Excellent customer service

By Josh P., San Diego, CA, Verified Reviewer

I contacted Coventry Direct to sell a life insurance policy. Their employee Dan helped me navigate all of the options and in the end, I decided to sell the policy for cash.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Professionalism

Excellent customer service

Great follow-up

No “cons” were specified in this review

Helpful Review? 1 Person Has Voted

Posted on Sep 21, 2020

Highly recommended

By Susan H., St. Augustine, FL, Verified Reviewer

I worked with Allison Callahan on the viatical settlement on my life insurance policy. She was incredible. She was caring and compassionate from the first phone call, and carried that all the way through the process. She answered every question I had with informed and professional accuracy. If Allison is a representation of Coventry, then they are a very fortunate company.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Set realistic expectations

Process was efficient and quick

My husband and I are able to use the funds now when I need it

No “cons” were specified in this review

Helpful Review? 2 People Have Voted

Posted on Oct 8, 2020

Easy to use

By Tony V., Lutz, FL, Verified Reviewer

I called a couple of other companies and wasn’t very impressed. But when I contacted Greg Knight, he was very helpful and made the process very simple. Enjoyed working with him.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Simple

No hassle

Quick

No “cons” were specified in this review

Posted on Oct 8, 2020

Greg Knight was excellent!

By Gertrude L., Las Vegas, NV, Verified Reviewer

The process was time-consuming. However, Greg Knight kept us informed throughout the process. Always responded very quickly to our emails and questions. He spent many hours on the phone with our life insurance company to obtain the needed documents that we were having difficulties obtaining.

Length of Use: 6–12 months

Bottom Line: Yes, I would recommend this to a friend

Posted on Oct 9, 2020

Coventry experience all good

By Calvwrt S., Plano, TX, Verified Reviewer

Greg Knight was very helpful and knowledgeable of the product you sell. He was honest about what to expect from the start.

Length of Use: Less than 3 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Greg Knight's honesty

The speed of which my sale was handled

Greg Knight's professionalism

No “cons” were specified in this review

Posted on Oct 8, 2020

Very well done and thorough

By William E., Atlanta, GA, Verified Reviewer

I found Greg Knight to be very thorough and detailed. He was responsive to all of my questions and made the process more streamlined than I expected. Very well handled.

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Attention to detail

Speed of payment

Very comprehensive

Amount of information needed

Somewhat time consuming

Posted on Oct 8, 2020

Greg Knight

By Michael M., Wheaton, IL, Verified Reviewer

Mr. Knight made the process easy. He was very responsive to my questions and moved the process forward efficiently. I am very happy with the result and felt the value received was fair for the policy ownership I transferred.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Unlocking cash value

There was a lot of paperwork

Posted on Oct 8, 2020

Coventry Direct customer support

By William M., Hilton Head Island, SC, Verified Reviewer

Quite frankly, I hesitated to begin this process, mostly because I didn't understand what was involved. Greg Knight, my Coventry Direct Customer Representative, clearly explained the process and sought to understand my needs and expectations before beginning. Having gone through this experience, I would recommend Coventry Direct and particularly, Greg Knight, to anyone with a life insurance policy that is no longer a necessity. Time well spent and a reasonable return for my policy.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Customer service

Payment for a term life policy no longer needed

Considerable amount of paperwork

Helpful Review? 1 Person Has Voted

Posted on Oct 9, 2020

Excellent service

By Douglas S., Forest Lake, MN, Verified Reviewer

I appreciated the coaching and guidance of Greg Knight to help me complete the process. It went smoothly and I was satisfied with the results.

Length of Use: 6–12 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

The clarity of the qualification standards

The personal guidance to complete required documents

The promptness of completion

Insurance can be hard to understand

Getting sign offs from a medical professional

Sending large documents

Helpful Review? 2 People Have Voted

Posted on Oct 14, 2020

Selling my term life insurance

By Mitch S., Sammamish, WA, Verified Reviewer

Peter Hershon was from start to fruition during a very tough time available and informative. He understood my anxieties and concerns throughout the process. He worked to get me an equitable settlement and stayed the course through my hesitancy. I like the personal approach vs. dealing with an order taker and was versed in the comps in the industry and set realistic expectations.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Always available

Candid in expectations

Personable

Would have liked, of course, more money but given the parameters, I believe Peter did his best

Posted on Oct 23, 2020

Excellent experience

By Steven M., Louisa, VA, Verified Reviewer

My experience with Coventry Direct was extremely positive. Scott Kalbfleisch was an incredible person to work. He kept me updated on the entire process. I highly recommend this company.

Length of Use: 3–6 months

Bottom Line: Yes, I would recommend this to a friend

Pros and Cons

Excellent customer service

Excellent communication with client

Very honest and forthright company

No “cons” were specified in this review

Showing 82-108 of 143

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