Work with Outlook Add-In

Federated (SSO) users are now able to sign in to the Outlook Add-in with their credentials. VSSO users will also be able to sign in with their credentials using the same workflow as AMS360.

Workflow

The Outlook Add-in provides the ability to sign in with native VSSO, and SSO credentials. (An SSO login is available to users in AMS360 Version 23R1 or later.)

1. Install the newest version of the Outlook Add-in by navigating to Administration > Utilities > AMS360 Downloads.

   

2. After opening Outlook, you will receive a prompt to log into AMS360 Outlook Add-In for Activity & Suspenses.

   

• If you have native credentials, fill out the same login information as used in AMS360 and click "Log In."

• If you have VSSO credentials, do not fill out any information shown in the pop-up box. Instead, click the Vertafore Single Sign-On hyperlink shown below the native login. From here, you will see the traditional AMS360 VSSO login screen. After logging in with VSSO credentials, an additional window will appear to enter your agency number. Once entered and the 'Continue' button is clicked, you will be redirected to Outlook.

  

• If you have Federated (SSO) credentials, do not fill out any information shown in the pop-up box. Instead, click the Vertafore Single Sign-On hyperlink that appears below the native login. From here, you will see the traditional AMS360 VSSO login screen. Do not log into this screen. Scroll to the bottom and click on the "Sign In with Enterprise SSO" hyperlink and continue logging in as normal. After logging in, an additional window will appear to enter your agency number. Once entered and the "Continue" button is clicked, you will be redirected to Outlook.