If you already send customers toward homes, cars, leases, or financial services, you can start earning referral income today — and onboarding takes less time than a coffee break. This is a practical walkthrough of exactly what setting up a Truvo partner account looks like, from sign-up to your first tracked referral.
What do you need before you start?
Almost nothing. There is no insurance license required to refer customers, because Truvo (an AI-native insurance brokerage) holds the licenses and handles quoting, advice, and binding. To sign up you just need:
- A business or professional email address.
- Basic details about your business.
- A way to share a link or embed a widget (a website, email signature, checkout flow, CRM, or social channel).
That is it. You are not building anything technical, and you are not taking on insurance responsibilities — you are making introductions.
How do you set up a Truvo partner account?
The flow is intentionally short. Here is the whole thing:
- Sign up. Create your free partner account at become a Truvo partner. This takes about a minute.
- Tell us about your business. Pick your partner type — loan officer, auto dealer, property manager, tax pro, service center, affiliate, or fintech — so your setup fits how your customers buy.
- Get your referral tools. You instantly receive a unique referral link, a referral code, and, where it fits, an embeddable quote widget.
- Choose how you'll get paid. Set up your payout method so rewards can be issued on schedule.
- Share and start tracking. Put your link or widget in front of customers and watch referrals appear in your dashboard.
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:
Partner type | Best placement |
|---|---|
Mortgage loan officer | Closing email or pre-approval follow-up |
Auto dealer | Purchase paperwork or delivery handoff |
Property manager | Lease-signing packet or move-in instructions |
Tax professional | Annual review summary |
Car service center | Service reminder or invoice |
Online affiliate / creator | Relevant content, link in bio, newsletter |
Fintech / neobank | Embedded widget inside the app flow |
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 fixed referral fee per qualified lead — a clean, predictable structure that keeps non-licensed partners compliant. Payouts are issued monthly 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:
- The customer requests a quote.
- Truvo's AI-native platform quotes and binds the policy in minutes.
- Truvo handles all advice, servicing, and ongoing support.
- Your referral is recorded, and your fee posts once the lead is confirmed.
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.