A useful contact when a client’s life changes.
A review of the numbers can raise a question about insurance. Connect the client with a licensed team for that conversation.
Become a partnerThe change behind the numbers.
- The annual review
- What changed over the year?
- The ongoing conversation
- What is different in the business?
- The insurance follow-up
- A point person for the next question
A simple introduction, when the context is right.
Carrier and product availability varies by state and customer.
One program. Different rhythms of client work.
For tax professionals
Leave the client with a useful contact for the life changes that outlast tax season.
For accountants and bookkeepers
Offer a resource when a new business activity, asset, or household change prompts a coverage question.
Keep your practice focused on its own work.
Handle accounting and tax matters. Make the introduction when the client wants insurance help.
We take the coverage questions and help the client explore available options and policy support.
A contact beyond the appointment.
Clients can contact Truvo directly between appointments with your practice.
- Commercial
- Home
- Auto
- Landlord
- Umbrella
- Life
Integration options
Frequently asked questions
Do we need to send tax returns or accounting records?
No financial records are needed for a referral introduction. Customers work with Truvo on the information needed for their individual 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.