How it works
Get started in minutes, not weeks
Review coverage in the plan
During financial reviews, flag clients whose home, auto, or umbrella coverage no longer matches their assets or life situation.
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 Financial Advisors partner
Close the protection gap
Many clients are underinsured relative to their assets. Reviewing coverage rounds out the plan and protects the wealth you've helped them build.
Deepen holistic relationships
Advising on insurance alongside investments makes your planning more complete and positions you as the client's central financial relationship.
Year-round referral rewards
Policies renew throughout the year, so referrals turn into recurring rewards rather than a one-time event tied to a single season.
No license, no extra work
You don't need a property and casualty license to refer. Share your link and we handle quoting, binding, and support for your clients.
Your integration
As a financial advisors partner, you get access to our referral partner tier
Referral Partner
Recommended for financial advisors