Getting Started:  For Current Vertafore Customers

The following tasks apply to current Vertafore customers that want to enroll their existing products and user accounts in Vertafore Single Sign-On.

If you are a new Verafore customer, adding a new Vertafore product to your agency, or adding new users that do not have an existing account in any of your Vertafore products, please see Getting Started:  For New Vertafore Customers.

Prepare for enrollment

Current Vertafore customers need to follow a one-time process to enroll their agency in VSSO and activate their existing products and user accounts. Once activated, you'll use the same process as new Vertafore customers when you add new products or user accounts.

You’ll need to make a few key decisions before, during, and after the process. Use the following check lists to think about these decisions and develop a plan before you begin.

1. Pre-enrollment check list
2. Enrollment check list
3. Post-enrollment check list

Complete your activation

1. Self-enroll your agency in VSSO
2. Connect your Vertafore products to VSSO
3. Activate VSSO for existing users of AMS360, PL Rating, and other products
4. Add and configure products for VSSO users
5. Roles: Grant or revoke administrator rights
6. Create and Manage Groups