Once your referral link is live, the partner dashboard becomes your control panel — it shows what is working, what is stuck, and where your earnings stand. Reading it well is what separates partners who plateau from partners who grow. This guide walks through each stage of the funnel, what the numbers mean, and how to act on them.
What does your partner dashboard track?
Your dashboard tracks the full journey of every referral, in real time, attributed automatically through your link or code. The core metrics are:
- Clicks / uses — how many people clicked your link or entered your code.
- Quotes — how many of those people requested a quote.
- Bound policies — how many actually purchased coverage.
- Pending rewards — earned but not yet cleared for payout.
- Paid rewards — cleared and issued to your payout method.
- Payout history — a record of every payment.
Because attribution is automatic, you never reconcile a spreadsheet or chase credit. If a referral started from your link, it shows up here.
How do you read the referral funnel?
Think of your referrals as a funnel with three stages. Each stage answers a different question:
Stage | What it tells you |
|---|---|
Clicks / uses | Whether people are seeing and acting on your link |
Quotes | Whether the audience and timing are right |
Bound policies | Whether your referrals turn into paying customers |
Reading the drop-off between stages is where the insight lives:
- Few clicks? Your link placement isn't getting in front of enough people, or it's in the wrong spot. Move it closer to the moment of purchase.
- Clicks but few quotes? People are curious but not ready — usually a timing or audience mismatch. A loan officer's closing email converts far better than a generic newsletter blast.
- Quotes but few bound policies? This stage is largely Truvo's job — Truvo quotes and binds in minutes — so a healthy quote-to-bind rate usually means your referrals are good quality. Low binds here often just means the customers weren't ready to buy yet.
The most actionable number for a partner is the click-to-quote step, because that is the one your placement controls. Get the right offer in front of the right customer at the right moment and the rest tends to follow.
What's the difference between pending and paid rewards?
This trips up new partners, so it's worth being precise:
- Pending — the referral requested a quote, and Truvo is running the qualified-lead check on it. The fee is recorded but not finalized until the check confirms a real, reachable customer.
- Paid — the lead was confirmed, the fee cleared, and it was issued to your payout method on the monthly schedule.
So a healthy dashboard often shows a rolling balance of pending fees "maturing" into paid ones. A pending fee is a good sign — it means a referral requested a quote and is being confirmed. For the full payout mechanics, see how partners get paid with Truvo.
How do you use the numbers to earn more?
Your dashboard isn't just a scoreboard — it's a feedback loop. A few ways to act on it:
- Compare placements. If you use more than one channel (signature link, embedded widget, QR code), watch which produces the most qualified leads and double down there.
- Test timing. Move a link from a generic touchpoint to the exact moment of purchase and watch the quote rate.
- Lean into the embedded widget. It removes the hand-off friction and almost always converts better than a plain link. See how to set up your Truvo referral link for placement ideas.
- Match offers to life events. Customers who just bought a home or car need coverage now — those referrals convert far better than cold traffic.
The pattern most growing partners follow is simple: find the placement with the best click-to-quote rate, then put your link in more places that resemble it.
Do you need to report referrals yourself?
No. Attribution is automatic through your unique link and code, and your dashboard updates in real time. You don't submit claims for credit, file reports, or invoice for payouts — qualifying rewards flow to your chosen method on schedule. Your only job is making good introductions and reading the results.
This also keeps you firmly on the referral side of the line: you're tracking introductions, not transacting insurance. Truvo holds the licenses and handles quoting, advice, and binding.
What should you check regularly?
A quick weekly routine keeps you on top of things:
- Clicks and quotes — is your placement still being seen?
- Bound policies — are introductions converting?
- Pending rewards — what's maturing toward payout?
- Paid rewards and history — confirm payouts landed.
That five-minute check tells you whether to leave things alone or move a link to a better spot.
Ready to watch your referrals roll in?
Tracking is the easy part — Truvo does the attribution, the quoting, and the payouts. Your dashboard simply shows you the truth in real time so you can focus on the introductions that earn.
See how it works or become a Truvo partner to get your referral link, place it well, and start watching your earnings grow in the dashboard.