Coventry Direct Reviews

  This company has claimed this profile, is getting alerted on any new customer reviews entering this page, and may engage in dialogue with its customers to address their matters.

Companies cannot pay money or provide goods in order to remove or alter customer reviews.
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

Write a Review

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
Start your review of Coventry Direct:
Sort Reviews By

Posted on Oct 23, 2020

Great service

By Bernard D., Coconut Creek, FL, Verified Reviewer

Payton was a true pleasure to work with. He was a great one for paying attention to detail and holding my hand until we got things settled. He was professional and pleasant to work with and I would recommend them to anyone in the future. The overall system like any big system is a little tedious but Peyton held my hand to the whole thing and I got my check yesterday and I'm very pleased with the entire process.

Length of Use: 3–6 months

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

Pros and Cons

Professionalism

Courtesy

Attention to detail

It took longer than I had anticipated

It required a better paperwork on my part

That's all

Posted on Oct 23, 2020

Mr. Patrick

By Wilma R., Hayward, CA, Verified Reviewer

Hello,

I would like to thank Mr. Patrick for working with me since March of this year. Had a little difficult getting my loan lower. Mr. Patrick advised me to wait for a couple of months and we will try again.

Mr. Patrick was very patient with me and walked me through each process.

Very intelligent and hard-working man.

I will give him a thumbs up.

Length of Use: 6–12 months

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

Pros and Cons

Patience

Understanding

Knowledgeable

No “cons” were specified in this review

Posted on Oct 23, 2020

Excellent experience!

By Paul C., Bellefontaine, OH, Verified Reviewer

It started with a phone call from me to Coventry. William Perry called me back within an hour and explained the whole process. He was very understanding with my questions which at times I'm sure he thought "What...", however, he never commented and was always professional. I'm in Project Management so I pressed hard for the best deal that I could get and I truly believe he went to bat for me. The paperwork was somewhat daunting and Mr. Perry went through the forms until they were understood. My insurance company was somewhat picky about having original signatures on the forms or they would not recognize the changes. Again, Mr. Perry was patient and helped me.

Length of Use: 3–6 months

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

Pros and Cons

Easy to work with Coventry

Always available to answer questions

Efficient

Took a while for the whole process

Wanted more money

Helpful Review? 1 Person Has Voted

Posted on Oct 30, 2020

Great service from Peter Hershon

By Roger A., Metairie, LA, Verified Reviewer

I resumed my quest to sell my whole life policy a second time. Fortunately, I was connected to Peter Hershon who guided me through the process and to a positive conclusion.

Length of Use: Less than 3 months

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

Pros and Cons

Attention to detail

Close follow-up

Patience and understanding of my concerns

Length of time necessary to complete the process

Amount of paperwork required

Redundant and repetitive questions on the application forms

Helpful Review? 2 People Have Voted

Posted on Nov 16, 2020

Such a great experience!

By Veronica L., Colorado Springs, CO, Verified Reviewer

From the first time I spoke with Dan Glod, he was completely honest about the process and what to expect. He set up a timeline for communication and stuck with it. He was extremely thorough and I appreciated all the transparency. I was a bit nervous and skeptical going into this sale, because you never know which companies are really honest. Coventry is on point - fully transparent from the start! I cannot say enough positive things about this experience. Thank you for an honest settlement to help me get through this time of unexpected life issues and expenses.

Length of Use: Less than 3 months

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

Pros and Cons

Honesty

Transparency about the process

Quick responses to questions

Excellent communication throughout

It can take some time, but worth the wait

Posted on Nov 17, 2020

Life Settlement Purchase

By John K., Tustin, CA, Verified Reviewer

Peyton Marcus was courteous and very professional throughout the entire process of my sale. He informed me of the progress of the purchase and provided me with answers to all my questions. If given the opportunity I will recommend Peyton and Coventry Direct to my friends and family who may be considering this service.

Length of Use: Less than 3 months

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

Pros and Cons

Professionalism

Follow-up

Truthfulness

No “cons” were specified in this review

Posted on Dec 9, 2020

Bill Perry - I'd recommend him to any of my friends

By Clarence B., Tucson, AZ, Verified Reviewer

Bill excelled at a number of points in the process:

1. He explained the overall process well.

2. He communicated and kept us informed at every step.

3. Bill was able to put together a competitive package that met our needs.

4. He built a trust level that we felt represented Coventry as an ethical and safe organization for us to deal with.

5. When things did not go as planned with other companies, he would get on the phone to the other organization and get the information we needed.

Length of Use: 3–6 months

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

Pros and Cons

Great communication with the company

Best overall offer for our policy

Flexible methods of transferring required information

Felt Bill was representing our interests

Took longer than I expected until he explained all the steps

Posted on Dec 23, 2020

Transfer worked well

By Max Amichai H., Hillsboro Beach, FL, Verified Reviewer

Coventry was recommended to us and followed through. The process isn't simple because we're talking about changes during the 25-year span that the policy was active. However, Matthew Glanzberg patiently led us through the process and it came out well.

Length of Use: Less than 3 months

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

Pros and Cons

Courteous

Persistent

Follow through

Took long

Amazingly detailed and precise

Periods of interruption without update

Helpful Review? 1 Person Has Voted

Posted on Jan 8, 2021

Great and timely service!

By Neil R., Minneapolis, MN, Verified Reviewer

I worked with Peter Hirshon on selling my term life policy. He was professional and explained each step in a very simple, easy to understand manner, and is a great guy. Peter was also very prompt and kept the process moving and was always available for me when I had questions. I am perfectly satisfied and would highly recommend Coventry and especially Peter Hirshon.

Length of Use: Less than 3 months

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

Pros and Cons

Easy to understand the process

Availability of the representative

Timeliness of the process

Pleasant service

No “cons” were specified in this review

Posted on Dec 28, 2020

Excellent Experience

By Philip C., Houston, Texas, Verified Reviewer

The transaction was pleasant and professional from start to finish. Representative Acker kept me updated on status timely, even when the insurance company was a little slow in procedures.

Length of Use: 3–6 months

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

Pros and Cons

Communication

Professionalism

Considerable paperwork

Posted on Dec 29, 2020

Top notch!

By Chet O., Palmyra, VA, Verified Reviewer

We sold our Life Insurance policy to you and Drew Acker was my contact. He was tremendous! We would have been lost without him!

He walked us 100% thru the process. Very friendly and was there whenever I needed him.

Dynamite personality as well.

I wish that every other company I called had the customer service he provided! All my best to Drew and Coventry. Merry Christmas!

Length of Use: Less than 3 months

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

Pros and Cons

Drew Acker

Follow through

No “cons” were specified in this review

Posted on Dec 29, 2020

Matthew Glanzberg was very professional and helpful

By Julianna H., Switzerland, Verified Reviewer

Matthew Glanzberg was very professional and helpful. We had to deal with a number of technical complexities and he made sure everything went smoothly. Thank you!

Length of Use: 3–6 months

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

Pros and Cons

Professional

Great communication

Matthew was very thorough and easy to work with

A lot of paperwork that could be better pre-organized

Time consuming

The first offer wasn’t enough

Posted on Feb 2, 2021

Great experience

By Igor S., New York City, NY, Verified Reviewer

Overall very satisfied! Professional team that keeps you updated through the entire process. A lot of paperwork so be ready and be patient. Highly recommend!

Length of Use: Less than 3 months

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

Pros and Cons

Honest transaction

Very professional

Constant updates throughout entire transaction

A bit time consuming, lots of paperwork

Posted on Feb 6, 2021

William Perry

By Diane G., Las Vegas, NV, Verified Reviewer

William Perry helped me to navigate the complicated process of selling our insurance policy. He was detail orientated, patient, professional, and a problem fixer.

He kept the process on track, resolving any issues or answering any questions that were needed to complete the sale.

Length of Use: Less than 3 months

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

Pros and Cons

Service

Professionalism

Efficiency

No “cons” were specified in this review

Posted on Feb 23, 2021

Got what I wanted, many details make it worth the money

By Werner M., Chapel Hill, NC, Verified Reviewer

Instead of just stopping to pay the premium I checked what the policy is worth to Coventry. It was at the end worth to notarize on some documents and on several get my signature witnessed. It shows how serious Coventry takes their business. A little more cash besides ending to pay the ever-increasing premium was worth turning over the policy to a new owner.

Length of Use: 3–6 months

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

Pros and Cons

They negotiated the price they paid

The assigned counterpart individual was surprisingly personal

They kept me informed

Initially the time all the reviews by Coventry it took

All by phone, nothing in person, only remote

Posted on Mar 6, 2021

Good decision and worth the time

By Glen J., Illinois, Verified Reviewer

Glad that we took the time to get comparative quotes and ultimately selected Coventry. Premiums had become a financial burden so entering into this settlement was the best option. Matt Glanzberg, the Coventry associate assigned, was tremendously helpful throughout the settlement process. He gave clear explanations, was patient in answering questions, always kept us informed on process status and he was receptive to our needs. It was a pleasure working with him.

Length of Use: 3–6 months

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

Pros and Cons

Most competitive offer

Straight forward and transparent process

Helpful associate

Lots of paperwork, but that was necessary for legal purposes

Posted on Apr 26, 2021

Sale of my Life Insurance Policy

By Les B., Southbury, CT, Verified Reviewer

My contact with Coventry Direct was for the most part during the 2 months plus effort was with Mr. James Tulskie, District Manager. Working with Jim was a pleasure! It was a rather complicated sale as it involved a Trust, but Jim kept me well informed, every step of the way!

Length of Use: Less than 3 months

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

Pros and Cons

Company outline of necessary steps

Jim's frequent updates

Calendar time it took

Helpful Review? 2 People Have Voted

Posted on Aug 1, 2017

Good experience

By Jeff Norris, Vermont, Verified Reviewer

Unlike the other reviewers here, I had a very positive experience with Coventry. Life settlements are complicated and time-consuming transactions. Every situation is different and presents its own challenges. I dealt with two individuals at Coventry over the course of several months and found them both to be extremely knowledgeable and professional.

The process inevitably takes longer than expected because medical professionals are slow to turn over records and the insurance company whose policy is being sold delays as well. In the end, Coventry delivered for us, beating the prices offered by competitors.

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

Helpful Review? 6 People Have Voted

Posted on Oct 15, 2017

Life insurance

By Sue Megran, Meridian, ID, Verified Reviewer

Coventry Direct is a professional company by helping us through the process of selling our life insurance policy. Ms. Rooney was our agent and worked wholeheartedly to keep us well informed of the procedure. Thank you for the positive experience.

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

Helpful Review? 9 People Have Voted

Posted on Nov 18, 2018

My bad

By Dan J., Green Bay, WI, Verified Reviewer

Turns out the company did attempt to contact me, both via phone and email, I just missed both attempts.

Bottom Line: No, I would not recommend this to a friend

Helpful Review? 14 People Have Voted

Posted on Jan 8, 2020

Selling life insurance

By Lina R C., Dallas, TX, Verified Reviewer

I sold a life insurance policy to Coventry Direct. My yearly premiums were about to increase significantly. Their agent Ryan Grow was a great help to me. He explained the entire process and kept me informed of all proceedings. Everything that was promised was delivered in a timely manner. It was a good experience.

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

Helpful Review? 1 Person Has Voted

Posted on Apr 23, 2020

Overall, the experience of working with Coventry was a good one.

By Richard B., Florida, Verified Reviewer

It was a pleasure working with Clint Files of Coventry. It was more of a process than what I had anticipated, however, Clint was very knowledgeable and helped walk me through all the steps. I would highly recommend anyone to work with Clint and Coventry to take care of the need to sell an insurance policy. I did learn that it is a long process and patience is a virtue. Many thanks to Clint Files for walking me through all that was needed.

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

Posted on May 4, 2020

Pleasant outcome

By Robert L., Lakewood, NJ, Verified Reviewer

After many months of back and forth with a different representative, Jordan took over my case. From the start he made me confident that I had made the right choice of choosing Coventry. He was calm and reassuring throughout this process of getting the insurance company to expedite the different forms that needed to be completed.

Jordan is solely the one reason that I would refer others to Coventry.

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

Helpful Review? 1 Person Has Voted

Posted on Jun 18, 2020

An unimaginable windfall

By David H., Paragould, AR, Verified Reviewer

A Coventry Direct advertisement on social media peeked my interest about a "life settlement". With cancer in my rearview mirror 4 years earlier and unable to work to make the annual premiums of a life insurance policy, it would be necessary to drop the policy and forfeit all previously paid premiums which totaled several thousand dollars.

Upon contacting CD, I was greeted by Scott Kalbfleisch with a very understanding attitude. Scott led me through the process and after reviewing all of my information, made me an acceptable offer for CD to help me sell the life policy.

Daily Scott stayed in contact with me to keep me apprised of every step of the process, even calling me after everything had been completed to make sure I had received my settlement.

I would encourage anyone to review the "life settlement" process with Scott at Coventry Direct. The process was timely, easy, and rewarding. I am glad to tell others about CD and Scott.

Length of Use: Less than 3 months

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

Pros and Cons

The offer

Scott Kalbfleisch's professional approach guiding me through the process and a constantly friendly voice

The ease of the process

No “cons” were specified in this review

Helpful Review? 2 People Have Voted

Posted on Nov 1, 2020

Sale of policy, worked with Peyton Marcus

By Harlan M., South Portland, ME, Verified Reviewer

My experience working with Coventry was nothing short of excellent. The assigned point person was Peyton Marcus. We had some issues, but you see a person's real value when things don’t go perfectly well.

Peyton was very professional in representing your firm. We had numerous calls with not only the supplier of the policy but the family members involved, and items were handled very well.

I would recommend Peyton to any of your clients.

Thank you.

Length of Use: 3–6 months

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

Pros and Cons

Professional

Prompt

Organized

No “cons” were specified in this review

Helpful Review? 1 Person Has Voted

Posted on Jun 5, 2019

Don't get your hopes up

By Dennis S., Ohio, Verified Reviewer

My life insurance came up for review and the cost was going to go up significantly, so as advertise Coventry should be able to help by cashing at least some of my $150,000 policy. Well after weeks of waiting, they said flat no! The investment would not pay them. Now I am 67 years old with diabetes and have had two heart attacks plus stage two kidney failure, so unless you are going to die very very soon, don't waste your time.

Bottom Line: No, I would not recommend this to a friend

Helpful Review? 15 People Have Voted

Posted on Apr 5, 2022

Qualification issue(s)

By Mae-Mae T., Saratoga Springs, NY, Verified Reviewer

Coventry Direct contacted me in mid-January 2022 for selling my life insurance policy that I have had since 2010. On January 27th, 2022, we started the inundating and invasive process of gathering all sorts of data including signed medical records by my Doctor as well as a statement from my life insurance company. This process went on for seven weeks and it took quite a bit time, detailed energy, and patience.

Everyone in this process knew when my 65th birthday is and yes, I do turn 65 this year in 2022. On March 21st, at 16:13 hours, I was told that I DON'T qualify to sell my life insurance policy because of three reasons:

1) I am considered a healthy being, an MBC survivor.

2) I don't turn 65 until December of 2022.

3) It would cost Coventry Direct $4,100 to complete this process.

As it would turn out, everyone at Coventry Direct that I worked with on this since January 2022 knew these three things, yet everyone continued to prolong what would be an extremely laborious process with a negative, unfortunate result. Everyone also knew that I was looking to reduce my debt with the life insurance sales proceeds.

This entire process was not only unpolished, but it was also void of detailed attention with the end result in simply being cruel. And, may I add, cruel to a senior citizen on a very fixed, limited income during a very expensive time in our culture.

Thank you for allowing my opinion.

Length of Use: 3–6 months

Bottom Line: No, I would not recommend this to a friend

Pros and Cons

That the information needed was to be detailed and reviewed

The person who phoned me with the "final" outcome was the coldest sounding person I have ever spoken with in all my years of interfacing with people.

Helpful Review? 11 People Have Voted
Showing 109-135 of 143

Our Promise to You

In order to safeguard you and ensure helpfulness and relevance, our compliance team manually assess every customer review before it goes live.

We have a zero-tolerance policy for fake reviews, and companies cannot control or alter any reviews at any time.