Coventry Direct Reviews

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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