An insurance advisor through the home journey.
From the first offer to the next renewal, connect buyers with carrier choices, policy help, and someone to ask.
Become a partnerThe home changes hands. The insurance contact stays.
The agent
A useful introduction after the offer
The loan team
Coverage and insurance document questions
The homeowner
Policy help after the keys arrive
One insurance team, through the purchase and beyond.
Carrier and product availability varies by state and customer.
Different roles. A shared need for a clear next step.
For agents
Give buyers an insurance contact with the other practical introductions that follow an accepted offer.
For lenders and loan officers
Help borrowers find someone to ask about home coverage and the documents a lender needs.
Keep the purchase moving around a clear insurance handoff.
Your team manages its part of the home transaction and explains the information it needs.
We help the buyer understand coverage options and work through insurance questions and documents.
A home comes with questions long after closing.
Homeowners can contact Truvo directly for policy changes and renewal reviews.
- Home
- Auto
- Umbrella
- Life
Integration options
Frequently asked questions
Can this support more than one role in the transaction?
Yes. Agents, loan officers, and platforms can introduce the same insurance resource in the context that fits their customers. Each customer chooses whether to engage.
How do we join the program?
Launch in less than a day. Submit your business details for review. Once approved, you can use Refer and the platform. No further approval is required.