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Refer

Make the introduction. We’ll take it from here.

Send a link or connect your customer by phone. Their Truvo insurance advisor helps find coverage, get it in place, and look after it over time.

Start referringNo code. No website required.
Your customer

Do you know anyone who can help with car insurance?

You

Yep, try Truvo. They’ll compare a few options with you.

TruvoYour referral link
TruvoInsurance advisor

We’ll help you find the right fit.

Compare coverageTake care of the details

An example introduction. A real person to turn to.

A natural part of the conversation.

When insurance comes up, you have someone to recommend. Keep the introduction simple; we’ll handle the details.

01

Share a link

Send your referral link in a text, email, or customer checklist. It connects the customer’s visit to your partner account.

02

Make a call

Prefer a personal introduction? Connect your customer with a Truvo insurance advisor by phone.

03

Stay in the loop

See referral activity and qualified leads in your portal, while your customer gets help from our team.

The Truvo difference

Someone to call. Even after the sale.

A new car. A move. A document needed today. Your customer has an insurance advisor to turn to, through policy changes and the next renewal.

Carrier choiceLicensed guidanceOngoing care

Frequently asked questions

Do I need a website?

No. You can introduce customers by phone or share your referral link directly. A website is simply another place to put it.

Who answers insurance questions?

Truvo’s licensed insurance advisors handle coverage advice, carrier comparisons, buying a policy, and ongoing support. Your role is to make the introduction.

How do referral fees work?

Your partner agreement sets the fixed fee and what counts as a qualified lead. The fee does not depend on a policy purchase and is not a share of the premium.

How do I get started?

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.

Your next step

Bring Truvo into the picture.

Start referring

Looking for a different fit?