Sharing a referral link is the easy part. What partners often want to understand is what happens next — how the customer gets quoted, how you get credited, and when you actually get paid. This is the full journey, step by step, from the click to your reward.
What happens the moment a customer clicks your link?
When a customer follows your unique referral link or enters your code, Truvo immediately ties that session to your partner account. This attribution is the foundation of getting paid, and it's automatic — you never have to chase anyone for credit.
- Your unique identifier is recorded with the customer's session.
- The customer lands on a Truvo-hosted quote experience, branded to the level your integration supports.
- The referral appears in your partner dashboard as a new lead, even before they finish.
From here, the customer is in Truvo's hands. You've made the introduction; the licensed, regulated work begins.
How does Truvo quote the customer?
Once the customer shares their details, Truvo's job is to find them real coverage fast. As an AI-native brokerage, Truvo rates the customer across its carrier panel rather than pushing a single product.
- The customer provides the basics — what they're insuring and the relevant risk details.