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Answer the insurance question at tax time.

Clients compare home and auto quotes next to their refund status. You stay the trusted advisor, and no tax documents change hands.

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Wei, your 2025 taxes are done
Filed Sep 26 by Elena Park, CPA
Federal refund$2,184
  1. AcceptedSep 27
  2. ApprovedExpected Oct 8
  3. Refund sentExpected Oct 11
Elena Park, CPAYour tax expert
Maya turns 16 in November. Before your auto policy renews, compare coverage with her on it.

Home & auto insurance

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From your Ridgeway account
Chen householdRound Rock, TX 78681 · 2 cars

Need to add another driver?

Truvo may call or text you about these quotes.
Ridgeway is a sample partner.
  • Geico
  • Root
  • Foremost
  • Bristol West
  • Dairyland
  • Gainsco
  • Mile Auto
  • AssuranceAmerica
  • Nations
  • Alinsco
  • Bridger
  • Aspire General
  • Commonwealth General
  • Novo

Carrier and product availability varies by state and customer.

Tax season shows every insurance change.

  1. Documents in
  2. Return filed
  3. Home & auto review

    With TruvoClients compare home and auto quotes while they wait for the refund.

  4. Refund arrives
  5. Planning session

  • Add value between returns

    Clients leave tax season with a better insurance price, not just a refund.

  • Earn on every client

    A fixed fee for each qualified lead from your clients, paid monthly.

  • No tax documents shared

    Truvo never sees a return. Clients answer a few questions themselves.

See which clients took you up on it.

Track each referral from the first quote to the bound policy, before the next season.

ReferralsLast 30 days
Link clicks
142
Quote requests
58
Quotes
54
Policies purchased
23
CustomerLineStateStatus
Gloria M.Home + AutoTXConnected
Pete S.AutoTXBound
Tina R.HomeTXQuoted
Victor H.AutoTXAwaiting quote
Sample data

Frequently asked questions

Do we send tax documents to Truvo?

No. Clients answer a few questions themselves. Truvo never sees a return.

Do clients have to buy anything?

No. Clients compare quotes and decide on their own time.

Do we need to assess insurance needs?

No. Truvo's licensed team reviews coverage with each client.

When should we bring up insurance?

At intake, when you file, or at a planning session. A move, a new home, or a new car on the return is a good cue.

Can bookkeepers and small firms join?

Yes. Solo preparers, bookkeepers, and firms of any size can refer clients.

Does the fee depend on the policy?

No. The fee is a fixed amount for each qualified lead. It never depends on whether the client buys a policy or on the premium.

Do we need an insurance license?

No. You make the introduction. Truvo's licensed team quotes, advises, and places the policy.

How are referral fees paid?

Monthly, by bank transfer through Stripe, for every qualified lead in the month before.

How do we join the program?

Submit your business details for review. After approval, you can share a referral link or phone number, or set up an integration.