Vertafore's Single Sign-On (SSO) is an optional login method that allows AgencyZoom users to log into multiple Vertafore SSO-enabled solutions with just one set of credentials.
I'm an existing Vertafore SSO User
If you're an existing Vertafore SSO user:
Be sure that your AgencyZoom email address matches that of the email address associated with your SSO account
The next time you sign in, select the Sign in with Vertafore SSO option and enter your SSO credentials!
I do not have a Vertafore SSO account
If you do not have a Vertafore SSO account:
Sign in with your AgencyZoom credentials
Hover your name in the bottom-left corner > select Enable Vertafore SSO
Select Enable
Check your email inbox and follow the link to set your Vertafore SSO password
The next time you sign in, select the Sign in with Vertafore SSO option and enter your SSO credentials!
Enable Multi-Factor Authentication (MFA)
Once you have enabled Vertafore SSO for your AgencyZoom account:
Sign in with your Vertafore SSO credentials
Hover your name in the bottom-left corner > select Enable MFA
Follow the steps to register multi-factor authentication (if you haven't previously already set this up)
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)