If you already send customers toward homes, cars, leases, or financial services, you can start earning referral income today — and onboarding takes less time than a coffee break. This is a practical walkthrough of exactly what setting up a Truvo partner account looks like, from sign-up to your first tracked referral.
What do you need before you start?
Almost nothing. There is no insurance license required to refer customers, because Truvo (an AI-native insurance brokerage) holds the licenses and handles quoting, advice, and binding. To sign up you just need:
- A business or professional email address.
- Basic details about your business.
- A way to share a link or embed a widget (a website, email signature, checkout flow, CRM, or social channel).
That is it. You are not building anything technical, and you are not taking on insurance responsibilities — you are making introductions.
How do you set up a Truvo partner account?
The flow is intentionally short. Here is the whole thing:
- Sign up. Create your free partner account at become a Truvo partner. This takes about a minute.
- Tell us about your business. Pick your partner type — loan officer, auto dealer, property manager, tax pro, service center, affiliate, or fintech — so your setup fits how your customers buy.