How to Set Up Your Truvo Referral Link

You do not need an insurance license to use any of these, because Truvo holds the licenses and handles quoting, advice, and binding. You are making introductions. For the full picture of why that keeps you compliant, see our compliance basics guide.

How does the referral link track your customers?

When someone clicks your link, Truvo attaches your unique partner ID to their session. From that point on, the quote and any policy they bind are automatically attributed to you — you never have to chase anyone for credit or manually report a referral.

Attribution is automatic and tied to your link or code. Once a customer starts from your link, the credit is yours through to the bound policy.

If a customer uses your code instead of clicking the link — say they type it in during a quote, or mention it on a call — the same attribution applies. The link and the code point to the same partner ID.

Where should you place your referral link?

Placement is the single biggest driver of results. Insurance referrals convert best when the link appears exactly when a customer needs coverage — at the "life event" that creates the need.

A few placement tips that consistently work:

• Email signature. Add your link to your signature so it rides along with every message you already send.
• Checkout or paperwork. The moment a customer commits to a home, car, or lease is the moment they need coverage.
• QR code. Turn your link into a QR code for printed invoices, signage, or in-store displays.
• Link in bio. For creators and affiliates, the bio link plus a mention in relevant content works well.

You can use multiple placements at once — a signature link plus an embedded widget will outperform either one alone.

Should you use the link or the embedded widget?

Both attribute referrals to you; they just differ in friction:

• The referral link works everywhere — emails, texts, social posts, printed QR codes. Use it when you are pointing customers somewhere.
• The embedded widget lets customers request a quote inside your own site or app. It is the highest-converting option because there is no "go check out insurance somewhere else" hand-off.

If you have a website or app, embedding the widget is worth the small setup. If you do not, the plain link and code cover every channel you need.

How do you know your link is working?

Once your link is live, your partner dashboard shows you everything in real time:

• How many people clicked your link or used your code.
• Which referrals are pending, quoted, or bound.
• Your pending versus paid rewards.

If you see clicks but no quotes, your placement may be reaching people at the wrong moment — try moving the link closer to the point of purchase. For a deeper look at the numbers, see tracking your referral earnings.

Ready to grab your link?

There is no cost to join, no license to obtain, and no technical lift. Your referral link is waiting in your dashboard the moment you sign up — the only real decision is where to place it first.

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