Home insurance has a point person.
Give borrowers a licensed team for coverage choices, insurance documents, and the questions that come after closing.
Become a partnerPut insurance in the right hands.
- 01
The property
Address and purchase details
- 02
The coverage
Options to discuss with Truvo
- 03
The document
Proof of insurance for the lender
Coverage and insurance documents
Carrier and product availability varies by state and customer.
Make the introduction early.
A borrower needs coverage and the insurance documents required by the lender. Give that work a point person.
While they compare
Truvo helps the borrower understand carrier options and what a policy covers.
When paperwork is needed
The borrower can ask our team for help obtaining their insurance documents.
When plans change
A different closing date or property detail is an insurance conversation they can bring back to Truvo.
A clear owner for each conversation.
You guide the loan and communicate the lender’s requirements.
We handle the borrower’s coverage questions and help with policy documents.
The loan closes. The relationship continues.
After closing, borrowers can return to Truvo for policy changes and renewal reviews.
- Home
- Auto
- Umbrella
- Landlord
Integration options
Frequently asked questions
Can Truvo help with proof of insurance?
Yes. Our team helps customers obtain policy documents and understand what to request. Availability and timing depend on the carrier and the policy.
Does this require connecting our loan software?
No. A referral link can sit in your borrower checklist or follow-up email. The platform’s widget and developer tools are also available when they fit your workflow.
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.