Your agency. Our machine.
The CRM, rater, phone, email, e-signature, commissions and call QA your agency runs on, in one system with AI in every seat. We built it for our own agency, and our agents run our book on it every day.
- 50+ carriers from one intake
- AI voice agents and copilot
- Built by a licensed agency
50+ carriers on one intake, plus any you bring.
What you can write depends on your states and each carrier's appointment rules.
Everything your stack does today. In one login.
Built in-house and run every day by our own agency, so your team stops retyping the same client into six tabs and a spreadsheet.
CRM
Every lead on one board, from first call to bound policy.
AMS
Clients, policies and documents in one record.
Rater
One intake, every carrier, priced side by side.
Phone
Calls, recordings and routing, built in.
Email and text
Outreach written, scheduled and sent from the client's file.
E-signature
Applications out for signature without leaving the file.
Commissions
Carrier statements matched to every policy.
Call QA
Recorded calls scored against your scorecard.
Intake once. Rate every carrier.
The rater does the typing, so your agents spend the call on rapport instead of six carrier tabs. When they know a carrier better than its rules do, they go straight to it.
- A first price in the first 30 seconds of the call
- Each carrier's site pre-filled for the bindable quote
- Drop in a dec page and it reads the drivers, cars and limits
- Every decline comes back with its reason
AI that answers when your agents can't.
Voice agents pick up after hours and when every line is busy, in your agency's name. They qualify the caller and gather the quote details, then a licensed agent takes over.
- Answers in your agency's name
- Calls new leads, so none waits for a free agent
- Gathers drivers, vehicles and history for the rater
- Listen in on any AI call while it's live
Ask about any account. It does the legwork.
Copilot pulls the file, re-shops the renewal and drafts the email. Nothing goes out until you approve it.
- Searches clients, policies and quotes for you
- Re-shops a renewal across your carriers
- Drafts the email or text, ready for your review
AI does the busywork. Your team stays in charge.
AI agents work alongside your people, and nothing reaches a customer until one of them approves it.
Your team approves. Then it goes.
Every text, email and call the AI drafts waits for one of your people to approve, edit or decline it, one at a time or as a batch.
Follow-up agent
Sets the next step on every lead and queues the text, email or call for your one-click approval.
Servicing agent
Chases underwriting documents, proof of prior insurance and missed payments.
Call QA
Scores recorded calls against a scorecard and flags the moments worth coaching.
Document reader
Reads dec pages and policy documents straight into the client record.
Find the partners who send you business.
Find the realtors, lenders and dealers near you, work them as a pipeline, and send outreach written for each.
The back office, handled.
Commissions, pay, licensing and logins run in the same system your agents sell in.
Commissions reconciled
Carrier downloads through IVANS matched to every policy, with every commission statement in one place.
Producer pay
Producer commissions worked out for you and exported straight to your payroll provider.
Licensing and appointments
Licenses checked against NIPR. Add an agent and the appointment requests go to every carrier.
Carrier logins
Two-factor codes for carrier portals land in one shared place, so nobody waits on someone's phone.
Leads and campaigns
Work every lead in one queue, run campaigns, and buy more from our marketplace when you want them.
Truvo beside any page
A browser side panel keeps the client, the call and your copilot open beside any carrier portal.
Live transfers, qualified before they ring.
Truvo qualifies insurance callers in real time and sends only the warm ones live to your agents. Build a campaign, fund your balance, and take the calls in the same platform you quote and bind in.
We manage it to the one number that decides whether transfers work: your cost per bind.
- Auto, home, renters and life
- All 50 states + D.C.
- Pay per qualified transfer
- Refund bad calls in-app
We're an agency too, and we buy leads every day.
Truvo is a licensed agency in all 50 states and D.C. We spend hundreds of thousands of dollars a month on leads and live transfers for our own agents, so we know what works and what doesn't. The agency that grows is the one that knows, source by source, what it costs to bind a policy.
Truvo Platform is the system we built to run that agency. Every tool on this page is one our own agents work in every day.
$100,000s
Spent on leads and transfers every month for our own agents
50+ carriers
On our panel today
50 states + D.C.
Licensed for property, casualty, life and health
Frequently asked questions
Everything you need to know about Truvo Platform
Run your agency on Truvo Platform.
Sign up your agency and bring your team, or start with live transfers and add the rest when you're ready.