A useful introduction after the annual review.
A move, a new property, or a business change can raise insurance questions. Leave your client with someone to ask after tax season.
Become a partnerA lot can change between appointments.
- A different address
- A home or renters conversation
- A rental property
- A question about landlord coverage
- A new business
- A reason to ask about commercial insurance
Insurance follow-up → Truvo
Carrier and product availability varies by state and customer.
Give the insurance question a next step.
A move, property purchase, or new business may surface during the annual review.
In the wrap-up message
Add your Truvo link alongside the next steps you discussed.
In your client resources
Keep an insurance contact available for clients who need help later in the year.
The client starts the insurance conversation.
You make the introduction as part of the relationship you already have.
We collect the insurance details from the client and discuss coverage with them directly.
Someone to ask in the months between appointments.
Clients can contact Truvo after tax season for the policy questions that follow.
- Home
- Auto
- Landlord
- Commercial
Integration options
Frequently asked questions
Do I send any tax documents to Truvo?
No documents are needed to make an introduction. Share your link; the client provides the information needed for their insurance conversation directly to Truvo.
Do clients have to purchase coverage?
No. The introduction gives them somewhere to ask questions and consider options. They decide whether to take the next step.
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.