Getting Started as a Truvo Partner in Under 5 Minutes

Most partners are fully set up and sharing their first link within five minutes — the longest step is usually deciding where to place it.

Where should you put your referral link?

The single biggest driver of results is placement at the right moment. Insurance referrals convert best when they appear exactly when a customer needs coverage:

You can use multiple placements at once. A link in your email signature plus an embedded widget at checkout will outperform either one alone.

How does the embedded widget work?

For partners with a website or app, the embed widget lets customers request a quote without leaving your experience. The customer enters a few details, Truvo quotes and binds in minutes, and the referral is automatically attributed to you. It is the highest-converting option because there is zero friction — no "go check out insurance somewhere else" hand-off.

If you do not have a site, the plain referral link and code work everywhere: emails, texts, social posts, and printed materials with a QR code.

How do you track referrals and get paid?

Everything lives in your partner dashboard. You can see, in real time:

• How many customers clicked your link or used your code.
• Which referrals are pending, quoted, or bound.
• Your pending vs. paid rewards and payout history.

Attribution is automatic, so you never chase anyone for credit. Truvo pays a flat referral reward per qualifying bound policy — a clean, predictable structure that keeps non-licensed partners compliant. Payouts are issued on a regular schedule to your chosen method.

What happens after a customer is referred?

Once a customer clicks your link or uses the widget, Truvo takes it from there:

1. The customer requests a quote.
2. Truvo's AI-native platform quotes and binds the policy in minutes.
3. Truvo handles all advice, servicing, and ongoing support.
4. Your referral is recorded, and your reward posts once the policy is bound.

You stay out of the insurance details entirely — which is exactly what keeps the referral relationship simple and compliant. (If you want the background on why the flat-fee model matters, see our compliance guide.)

Ready to start in five minutes?

There is no cost to join, no license to obtain, and no technical lift. If your customers are already buying homes, cars, leases, or financial products, the insurance referral is a natural next step — and you can have it set up before your next customer interaction.

See how it works or become a Truvo partner to create your account, grab your referral link, and start earning on the introductions you already make.