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Close the protection gap in every financial plan.

Refer clients for a home and auto review with Truvo's licensed team. You keep the relationship and the plan.

Become a partner
Welcome back, Dana
Net worth$3,482,600$214,300 this year
Your planOn track
  • Retire at 60203482% funded
  • College for Ava203164% funded
  • Lake house202938% funded
Your advisorMarcus Bell, CFP®
Plan to-dos
  • Update your beneficiariesSep 12Done
  • Fund your 2026 IRAsSep 18Done
  • Review your auto coverageRenews Nov 14To do

    Car insurance

    Powered by
    From your Linden plan
    Whitfield householdBrentwood, TN 37027 · 2 cars

    Have you been continuously insured for the last 12 months?

    Truvo may call or text you about these quotes.
Linden 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.

Every plan review should include insurance.

  1. Discovery
  2. Plan review
  3. Home & auto coverage

    With TruvoClients compare home and auto quotes from their plan, and a licensed agent reviews the gaps.

  4. Rebalance
  5. Annual check-in

  • Complete the plan

    Home, auto, and umbrella coverage sit next to the portfolio, so the plan has no gaps.

  • Earn on every client

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

  • Keep the relationship

    Your clients stay yours. Truvo handles the insurance and nothing else.

See which clients reviewed their coverage.

Track each referral from the first quote to the bound policy, ready for the next review.

ReferralsLast 30 days
Link clicks
64
Quote requests
31
Quotes
29
Policies purchased
17
CustomerLineStateStatus
Helen W.Home + AutoTNBound
Raj P.AutoTNQuoted
Nora K.HomeTNConnected
David L.Home + AutoTNAwaiting quote
Sample data

Frequently asked questions

What coverage does Truvo review?

Home, auto, renters, and umbrella, plus flood and life where the client needs them.

Will Truvo contact my clients?

Only about the quotes they asked for. Clients hear from Truvo's licensed team, never from a sales list.

Where do clients see the quote?

In your client portal, your plan review, or an email from you.

Does it work with our CRM?

Yes. Share the link from your CRM, or add the quote card to your client portal. Setup guides cover Salesforce and HubSpot.

Can licensed advisors join?

Yes. Licensed advisors refer too, and Truvo adds carriers they may not have.

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.