How to Accept Your INSUREU2® AI SSO Invitation

This article explains how to accept your INSUREU2® AI Single Sign-On (SSO) invitation and log in successfully.

Before You Begin

• You must receive an INSUREU2® AI invitation email

• The invitation is tied to your Microsoft email account

• You must be logged into the same Microsoft account the invitation was sent to

• You do not create a new INSUREU2® AI password

Step 1: Locate the Invitation Email

1. Open your email inbox

2. If you do not see the invitation:

   • Check your Junk or Spam folder

3. If found in Junk:

   • Right-click the email

   • Move it to your Inbox

Step 2: Accept the Invitation and Sign In With Microsoft

1. Open the email titled INSUREU2® AI Invitation

2. Click Accept Invitation

3. You will be redirected to the Microsoft login screen

4. Log in using the Microsoft account associated with the email address the invitation was sent to

   • If already logged in, Microsoft will automatically continue

5. Select Accept when prompted

Stay logged into this Microsoft account.
Do not switch accounts during this process.

Step 2a: Approve Microsoft Permissions (Required)

After signing in, a Microsoft permissions pop-up will appear.

1. Review the permissions requested by insureu2.net

2. Select Accept

This step is required to allow INSUREU2® AI to authenticate using Microsoft SSO.

Step 3: Download INSUREU2® AI for Windows (If Needed)

If you are on a Windows PC and do not already have the software installed:

1. You will be taken to the Apps Dashboard

2. Locate AI Software for Windows

3. Select AI Software for Windows

4. The application will begin downloading automatically

5. Open the file and complete the installation

If the software is already installed, you can skip this step.

Step 6: Log Back In Using INSUREU2® AI SSO

1. Open SID or the INSUREU2® AI application

2. Select Log In

3. Choose INSUREU2 Login

4. When redirected to Microsoft:

   • Stay logged into your Microsoft account

   • Do not switch accounts

Step 7: Confirm Successful Login

Once logged in, confirm you can:

• Open SID

• Select Transcribe Call

• Access Case Notes

If these features load, your SSO setup is complete.

If You See an Error Message

If you see messages such as:

• “Administrator has blocked this”

• “Contact your administrator”

• Login does not complete after Microsoft authentication

Stop the process and contact support.

Need More Help?

Did this article help? If not, or if you need further assistance with your INSUREU2® AI setup, our team is here to support you.

You can email us anytime at support@insureu2.ai, and our team will assist you as soon as possible.

Have more questions?
Submit a support request and we’ll take care of the rest.

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This material is proprietary to INSUREU2® AI. No part of it may be copied, shared, or used without written permission.