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WCIRB Connect® Comprehensive Risk Summary (CRS) Report

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.

FAQs

Q: What is Form 810?

  1. Form 810 serves as a policyholder’s Letter of Authorization permitting the WCIRB to release any or all of the following to insurers or agents and brokers:
  • Comprehensive Risk Summary (CRS)
  • Ratesheets
  • Inspection Reports
  • Unit Statistical Reports (USRs)

Q. Who can sign Form 810?

  1. Form 810 must be signed by a policyholder representative authorized to act on behalf of the business to approve the release of the policyholder’s workers’ compensation data. The authorization expires 12 months after the date of signing Form 810.

Q. Do I still need to use Form 810 even if I am the Broker of Record?

  1. Yes. Form 810 is the only acceptable authorization to obtain the CRS.

Q. What claim information is included in the CRS?

  1. The CRS includes USR data from all policies for the Bureau Number effective within the past 8 years. The Report Level displayed on the CRS is the highest USR Report Level processed by the WCIRB for each policy.

Q. Why won’t the system allow me request another CRS report for the same policyholder?

  1. An individual user can only request the CRS once within a 30-day period for a Bureau Number. The CRS files will remain in your On-Demand Reports menu for 30 days and then will be purged automatically.

Q. Has anything changed with respect to authorizing ratesheets and inspection reports?

  1.  No. To authorize ratesheets and inspection reports, agents and brokers can still submit either a signed Form 810 or the Policy Information Page, but only if it identifies them as the Broker of Record.

Q. What if I requested the CRS by accident?

  1. Notify us immediately if you mistakenly requested the CRS. We review all CRS requests to ensure proper authorization. Failure to provide a completed Form 810 on or before accessing the CRS policyholder data may result in termination of your access to WCIRB Connect and referral to the CDI for appropriate action.

Further Assistance

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.