Licensed casualty agents and brokers can quickly obtain detailed policyholder data available on the Comprehensive Risk Summary® (CRS) report in WCIRB Connect®. The fully downloadable and printable CRS report includes the following information:
WCIRB Connect now provides agents and brokers with a DocuSign® digital signature feature to request authorization from the proper policyholder representative to access the CRS report.
Once authorized, agents and brokers can view and download the CRS report by clicking on the “Request Status” button on the top ribbon of WCIRB Connect and selecting “Comprehensive Risk Summary Report.” The CRS report is available in PDF and Excel format.
For a quick and easy-to-follow guide to authorizing access to the CRS report, go to the Knowledge Center of WCIRB Connect and view the “Policyholder Data Access via WCIRB Connect for Agents and Brokers” help guide.
If you do not have a WCIRB Connect user account, contact your organization’s General System 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
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