When the numbers change, insurance questions follow.
A new business, a property purchase, a different way of working. Give clients a licensed contact for the coverage questions those changes raise.
Become a partnerWhat changed this quarter?
- A business is growing
- New operations to discuss
- An asset was purchased
- A question for the right specialist
- One useful follow-up
- Introduce the client to Truvo
Insurance follow-up → Truvo
Carrier and product availability varies by state and customer.
You see the changes before they become a checklist.
Changes in a client’s business or assets can prompt insurance questions outside your practice’s scope.
A business takes a new direction
A new location or different operations can prompt a conversation about commercial coverage.
The household changes, too
A home, vehicle, or rental property purchase gives clients another reason to review their insurance.
A short introduction, with a clear division of work.
Keep the accounts and financial records with your practice. Connect the client when they want an insurance conversation.
We help with carrier choices and coverage questions, then stay available for policy support.
The client gets a contact they can keep.
Clients contact Truvo directly for documents and renewal questions between reviews.
- Commercial
- Home
- Auto
- Landlord
- Umbrella
- Life
Integration options
Frequently asked questions
Do we need to assess the client’s insurance needs?
No. Introduce Truvo when a client wants help. The licensed team handles the coverage discussion; your practice retains its accounting role.
Do we need to send financial records?
A referral introduction does not require your client’s accounting records. The customer works with Truvo on the information needed for their insurance request.
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.