Our Process

Suncrest Benefits combines a revolutionary online settlement auction platform with personalized service to provide a seamless way for buyers and sellers to exchange policies with complete transparency.

For Agents

Agents can send cases to Suncrest Benefits and let us take care of the paperwork for a referral fee. We’ll order updated records and compile relevant information in a format that’s ideal for buyers to examine. Our listing process is effortless for sellers, and it provides access to a premier network of the top 15 licensed providers in the United States.

For Providers

Our easy-to-use exchange platform enables buyers to browse a wide selection of great settlement policies from our premier network of sellers. We ensure all records are up to date, and we compile policy information in a format that’s easy and efficient for buyers to analyze. Buyers can analyze policies based on a number of factors such as IRR, carrier, age, LE, and several other factors that may be relevant.

Our COMMISSION

Commissions can only be paid to licensed life settlement professionals. When partnering with Suncrest Benefits, our commission is regulated and disclosed so you don’t have to worry about any hidden fees throughout the process. The important thing to remember is that we help maximize the ROI for your policy by putting it in front of more buyers than you’d otherwise be able to, which drives competition and leads to a higher offer.

What Separates Suncrest Benefits From Other Brokers?

Suncrest Benefits provides an online settlement exchange unlike anything else, which streamlines the transaction process and enables more buyers and sellers to connect than has ever been possible before.
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Rather than requiring agents to spend time requesting and organizing records, we take a hands-on approach by compiling this information ourselves, and our platform is far more efficient than the standard process for reaching out to providers.
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For example, if an agent were to take a single case to five providers — they’d need to request five sets of HIPAA forms, five sets of medical records, and five applications. When you partner with Suncrest Benefits, you only need to send a single file for each case. We’ll gather all of the necessary information, and share it with our extensive network of providers. 
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Our live auction platform puts your policy in front of 15 licensed providers, which drives the value higher and helps to maximize your ROI. On average, we’re able to get agents an offer that’s 43% higher than through other means. A higher offer means more money for agents and the sellers they represent.
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What’s most notable about Suncrest Benefits and our exchange platform is the unparalleled emphasis we put on transparency for buyers. We ensure all records are updated and organize policy information in a way that’s easy for buyers to access as they browse. This transparency extends into the live auction process, as buyers have full visibility into the latest bid prices. 
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By streamlining the settlement transaction process for both parties, we enable sellers to put policies in front of more buyers which helps to maximize ROI, and buyers have access to a wide selection of great policies that can be filtered by a variety of factors.