How it works
Get started in minutes, not weeks
Share your referral link
During tax prep conversations, mention insurance savings. Share your personalized link via email or in person.
Client gets a quote
Your client visits the link, answers a few questions, and sees quotes from 30+ carriers in under a minute.
You get rewarded when they save
When your client requests a quote, you receive a referral reward. Track everything in your real-time dashboard.
Why partner with Truvo
Everything you need to succeed as a Tax Professionals partner
Add value to your service
Go beyond taxes — help clients save on insurance too. It deepens relationships and makes you indispensable.
Seasonal reward boost
Get rewarded during and beyond tax season. Insurance renewals happen year-round, giving you recurring referral rewards.
No licensing required
You don't need an insurance license. Simply refer clients through your unique link and we handle everything from there.
Your integration
As a tax professionals partner, you get access to our referral partner tier
Referral Partner
Recommended for tax professionals
“Truvo made it incredibly easy to add insurance to our workflow. Our customers love the seamless experience, and the referral rewards have been a great bonus.”