Workstation Setup (VSSO)

In the steps that follow, we show you how to setup a workstation using Vertafore Single Sign On (VSSO).

Log on to PL Rating

  1. Click Sign in with Vertafore Single Sign-On or click the link in your Vertafore Single Sign On email.

  2. If you use one of the following management systems, you will need to complete the Integration Light install.

    1. AMS360

    2. Sagitta

    3. Agency Advantage

    4. Applied

    5. Eclipse

    6. Hawksoft

    7. Semci Partner

    8. SIS Partner XE

  3. From the Client page, select IMPORT or on the Rate comparison page select EXPORT.

  4. On the Connect page, review the Connect Partner drop down to confirm the correct management system is selected.

  5. Select the Import/Export button. When the "Workstation Components Unavailable" message is presented, select the Workstation Setup Page link.

  • Select the Install button.

    • This will close all browsers.

  • Installation process:

 

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