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Reminder: Comprehensive Risk Summary Report Now Available for Agents and Brokers in WCIRB Connect®

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Reminder: Comprehensive Risk Summary Report Now Available for Agents and Brokers in WCIRB Connect®

November 2, 2016

Licensed casualty agents and brokers can now quickly obtain detailed policyholder information on WCIRB Connect with the Comprehensive Risk Summary (CRS) Report. The fully downloadable and printable CRS Report, which had previously been available only to insurers, 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 updated (October 2016) 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. LOAs dated 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

We highly encourage agents and brokers to attend one of the scheduled webinars that will provide detailed access instructions, features of the CRS report and utilization expectations. 

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 “Navigation and Authorization to Access Rate Sheets and Inspection Reports” quick sheet guide.

Related Information

WCIRB Connect
Agents and Brokers Page