Add insurance savings to your advisory work
You already advise clients on cash flow, taxes, and risk. Help them right-size their business and personal insurance — and earn a reward on every referral.
How it works
Get started in minutes, not weeks
Spot the opportunity
During tax prep or advisory reviews, flag clients who are overpaying or under-covered on business or personal insurance.
Share your referral link
Send your personalized link. Clients answer a few questions and see competitive quotes from 30+ carriers in under a minute.
You get rewarded
Every qualified referral is tracked automatically. Receive your rewards with full transparency in your real-time dashboard.
Why partner with Truvo
Everything you need to succeed as a Accountants & Bookkeepers partner
Strengthen the advisory relationship
Reviewing insurance spend is a natural extension of the financial guidance you already provide. It makes you more valuable and harder to replace.
Cover both sides of the books
Refer business lines for your company clients and personal lines for the owners and individuals — one partner for every policy they need.
Year-round referral rewards
Insurance renews all year, not just at filing season. Earn a referral reward for every qualified client you send, whenever you send them.
No license required
You don't need to be licensed to refer. Share your link and we handle quoting, binding, and ongoing support for your clients.
Your integration
As a accountants & bookkeepers partner, you get access to our referral partner tier
Referral Partner
Recommended for accountants & bookkeepers
Ready to start referring?
Apply in under 2 minutes. We'll review and reach out within 48 hours.