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Referral Form

Quest Settlements Referral Portal


New Case Resource Guide & Referral In-Take


Your primary points of contact for on-boarding support:


Joe Anderson, CMSP
Vice President of Business Development
Phone: 415-606-1332
Email: janderson@medivest.com

Jennifer Deinert-Peterson, MBA, CMSP
Director of Sales – West
Phone: 562-588-4552
Email: jpeterson@medivest.com

Instructions for mailing MSA initial seed and annuity payment checks:

Make checks payable to Medivest Benefit Advisors, Inc. FBO (applicant name).


Send regular mail to:
P.O. Box 23910
Santa Barbara, CA 93121

Overnight shipping address:
8 East Arrellaga Street
Santa Barbara, CA 93101


Reference Materials

Medivest Brochure Packet  (click to download). Contains the following :
  1. Professional Administration Flowchart
  2. Professional Administration Flyer
  3. MSA Allocations Reports Flyer
  4. LMSA Flowchart
  5. Lien Resolution Flowchart
  6. Lien Resolution Services Flyer
  7. Trust Advisor Services Flyer
  8. Liability MSP Timeline
  9. Who is Medivest

Reference Videos

What is Professional Administration?

Activating a Professional Administration Account

New Member Frequently Asked Questions

Trust Advisor Services

Who is Medivest?


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