Skip to Content

Learning Center

Print page

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

September 5, 2018

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:

  • 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

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.

Learn more about the Digital Authorization Process>

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
WCIRB.com.

Related Information

WCIRB Connect

Suggest a Topic

If you have a topic that you would like covered in a future News and Notes, please email [email protected].