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Reminder: Comprehensive Risk Summary (CRS) Report Available for Agents and Brokers in WCIRB Connect

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Reminder: Comprehensive Risk Summary (CRS) Report Available for Agents and Brokers in WCIRB Connect

March 1, 2017

Licensed casualty agents and brokers can quickly obtain detailed policyholder information on WCIRB Connect with the Comprehensive Risk Summary (CRS) Report. The fully downloadable and printable CRS Report includes the following information:

  • Up to 10 years of historical data for both experience rated and non-experience rated policyholders
  • Primary policyholder name, address and bureau number
  • All classifications reported on policies that incepted within the last 5 years
  • WCIRB assigned classifications
  • All policyholder names and FEINs reported on policies that incepted within the last 5 years
  • All addresses and locations reported on all current policies
  • All exposure and loss details on policies that incepted within the last 8 years                                                                               

How to Access

The CRS report can be accessed only after an agent or broker obtains authorization from the proper policyholder representative by having them sign the most current Form 810, Letter of Authorization for Agents and Brokers to Access Policyholder Data (LOA). Next, log into WCIRB Connect and locate the policyholder then click on the “Authorize Comprehensive Risk Summary” button. You will be prompted, and are required, to upload the LOA. Old versions of the LOA (those prior to October 2016) or any other form of documentation will not be accepted when requesting the CRS report.

To view and download the CRS Report, click on the “Request Status” button on the top ribbon of WCIRB Connect and select “Comprehensive Risk Summary Report”. The CRS Report will be available in PDF and Excel format.

If you do not have a WCIRB Connect user account, contact your organization’s Group Systems Administrator (GSA) who can set you up with a user ID and temporary password. If you do not know your company’s GSA, contact [email protected] for assistance. Agents or brokers who would like to sign up as a WCIRB Connect individual user may register on WCIRB.com.

Further Assistance

Sign up for our upcoming webinar covering the CRS Report feature on WCIRB Connect:

  • Wednesday, March 22, 2017, 10:00 AM – 10:30 AM PT
    Register now>

For a quick and easy to follow guide to authorizing access to the Comprehensive Risk Summary Report, go to the Knowledge Center of WCIRB Connect and view the “Authorizing Access to Ratesheets, Inspection Reports and Comprehensive Risk Summary” quick sheet guide.

More Resources

WCIRB Connect

Agents and Brokers Page

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