Pre-enrollment check list

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Verify that all computers and mobile devices meet the system requirements

For more information, see the System Requirements section of this document.

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Identify your Vertafore product administrators

Make sure you have a valid administrator user ID, password, and email address (if applicable) for each of your Vertafore products. Your agency might have a different administrator for each Vertafore product, so make sure you have the correct information for each product.

For AMS360, the administrator’s email address is the same one that Vertafore uses to send upgrade notification emails to your agency.

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Determine if you need to create groups

If your agency uses My Agency Home, and has multiple instances of Vertafore products such as multiple AMS360 or PL Rating databases, you must create groups in VSSO. To learn more, see Create and Manage Groups.

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Make sure every user has a valid, working email address

VSSO uses your email address to verify your identity, send you setup instructions, and reset passwords. It’s also your user name when you sign in to VSSO-enabled products. So, any user that is activated for VSSO must have a valid, working email address.

As a VSSO administrator, you can change the email address for any account, except your own, at any time. However, another VSSO administrator can change your email address for you.

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Confirm that all carrier credentials used by TransactNOW and PL Rating are up to date

Verify that carrier credentials for each user are active and passwords are current. You might want to ask your users to do this on their own and report back if any problems are encountered.

Your carrier credentials for TransactNOW and PL Rating will be migrated into the new cloud-based, VSSO-enabled Credential Manager, so it’s important to make sure that all of your credentials are up to date prior to migration.

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Register for training

We strongly recommended that you sign up for VSSO administrator training. This is a free, online training course. To register, please go to http://www.vertafore.com/vu.