WCIRB Connect® is a powerful tool that provides online access to information and data for insurers, agents and brokers, and other authorized users. If you are a Workers’ Compensation Insurance Rating Bureau of California (WCIRB) member that uses third party entities (TPE) – including third party administrators, managing general agents (MGAs), data submitters and fee audit companies – to act on your behalf for purposes of data submissions, premium auditing and communicating with the WCIRB, you can authorize your TPE to access experience rating worksheets (ratesheets), inspection reports, experience modifications (X-Mods) and other policyholder information as well as policy and unit statistical report (USR) information for your policyholders through WCIRB Connect.
To authorize access, insurers must complete Form 902, Third Party Entity Registration and execute a Consent to Use Third Party Entity and Agreement to Indemnify for each TPE. Once the agreement is in place and any necessary system testing is complete, the WCIRB will accept certain types of information and data, including policy forms, USRs, aggregate financial information, medical transaction data and related correspondence from TPEs. In addition – pursuant to the applicable authorization – the WCIRB will release certain information and data to authorized TPEs, communicate with TPEs and facilitate access to WCIRB Connect.
Regardless of which configuration option the insurer selects for its TPEs, all TPE accounts include access to basic policyholder information such as the following:
In addition to this basic policyholder information, insurers may choose to grant access to additional information for their TPEs by selecting from one of the three different TPE access options.
The exhibit below summarizes each of the TPE options available in the WCIRB Connect. Click here to view a PDF version.
|Connect tool / access||Restricted:
|Search for any policyholder by name, FEIN or BN||✔||✔||✔||✔|
|View X-Mod information for any policyholder||✔||✔||✔||✔|
|View ratesheets that my insurer can view without authorization||✔||Limited by submission||Limited by BSI assignment||✔|
|Subscribe to X-Mod Direct||✔||✔||✔||✔|
|View WCIRB assigned classifications for any policyholder||✔||✔||✔||✔|
|View inspection reports that my insurer can view without authorization||✔||Limited by submission||Limited by BSI assignment||✔|
|Request a CRS Report, showing information such as the X-Mod information, assigned classifications and names on current policies for a risk||✔||✔||✔||✔|
|Authorize for ratesheets, inspection reports or the CRS||Not available||Not available||Not available||Not available|
|View detailed policy and USR information for my insurer's policies||Not available||Limited by submission||Limited by BSI assignment||✔|
|Submit/Approve Change in Ownership requests||Not available||Not available||Not available||✔|
|View and respond to work items in the Work Queue||Not available||Limited by submission||Limited by BSI assignment||✔|
|Search for policy audit and USR audit letters sent to my insurer||Not available||Limited by submission||Limited by BSI assignment||✔|
|View lists of outstanding X-Mods in Manage X-Mod Reporting||Not available||Limited by submission||Limited by BSI assignment||✔|
|Track reporting trends in Data Quality Edits||Not available||Limited by submission||Limited by BSI assignment||✔|
|View live USR lists in Manage USR Timeliness||Not available||Not available||Not available||✔|
|Coverage research for claims adjusters in pursuit of an open claim||Not available||Not available||Not available||Not available|
|Search for group level reports sent to my insurer||Not available||Not available||Not available||✔|
|Access Submission Manager, including SHRs, SHR-PETs, file names, submitter info, header info and a list of policy numbers in WCPOLS files||Not available||Limited by submission||Insurer selects either "ALL access" or "NO access" for the TPE||✔|
To learn more about using third parties, see the Using Third Parties page on the WCIRB website. If you are a third party data submitter, an MGA, a fee auditor or another TPE and would like to access WCIRB Connect, contact the WCIRB member you provide services for and discuss WCIRB Connect access. Only WCIRB members may request TPE access to WCIRB Connect.