The WCIRB has updated its policy and USR preprocessing and audit validations in WCIRB Connect for incoming policy and USR data.
The lists of updated validations can be found on the Preprocessing and Audit Validations pages under Policy Data and the Unit Statistical Data in the Data Reporting section and in the WCIRB Connect Knowledge Center.
The WCIRB AnalyticsPortal has been expanded to provide insurer management access to the WCIRB Data Quality Dashboard. Prepared specifically for each insurer, the Data Quality Dashboard provides quarterly summaries of the insurer’s performance under the WCIRB’s data quality programs, including test audit results and metrics measuring the timeliness, completeness and accuracy of unit statistical, policy, aggregate financial, and medical transaction data reported to the WCIRB.
For more information about accessing the WCIRB Data Quality Dashboard, please visit the WCIRB Analytics Portal Page.
The Knowledge Center in WCIRB Connect has been updated to include the following helpful guides:
- Using Submission Manager quick guide to manage data files submitted to the WCIRB
- FAQs for submitting ownership information via WCIRB Connect
- Preparation checklist to help insurers provide the necessary information for submitting ownership information in WCIRB Connect.
The Knowledge Center also contains useful “how to” guides for many other WCIRB Connect features.
Please log into WCIRB Connect and go to the Knowledge Center for more information.
The WCIRB has opened registration for its 2017 WCIRB Mod Talk webinar series. Topics to be presented include medical-only (first aid) claims reporting and potential 2019 changes to the Experience Rating Plan, the 2018 WCIRB Regulatory Filing, and 2018 Experience Modifications. Future webinars regarding various WCIRB topics of interest will be posted on our website as soon as they are finalized.
For more information and to sign up for a webinar, visit the WCIRB Webinars page.
At its December 7, 2016 meeting, the WCIRB Governing Committee voted to discontinue the following waivers of hard copy processing fees.
- The temporary waiver of the processing fee of hard copy policy change endorsements
- The waiver for insurers that submit fewer than ten policies during a calendar year
Effective January 1, 2017, insurers will be charged $25 for each hard copy policy or policy change document received and processed by the WCIRB.
For more information, please see WCIRB Bulletin – 2016-28 Fees for Processing of Non-WCPOLS Policy Documents – Discontinuation of Waivers.
Effective November 1, 2016, the WCIRB launched a new online ownership submission tool. This new tool allows insurers, agents, and brokers with WCIRB Connect access to submit information about changes in ownership or the combinability of entities in WCIRB Connect that is sent to our Member Services team for review.
The new process flow eliminates the need for manual paper submissions, provides a mechanism for tracking the progress of the submission, allows for direct communication between the submitting party and WCIRB staff, and shortens the processing time for reviewing an ownership change.
Please note effective December 1, 2016, the WCIRB will no longer accept ownership information reported using Form 601, Notification of Change in Ownership and/or Combinability of Entities Form.
For more information about the new feature, please view the Submit Ownership Information Help Guide in the WCIRB Connect Knowledge Center or contact us at [email protected].
In February 2016, the California Department of Insurance (CDI) approved new advisory standard limiting and restricting endorsement forms to comply with the CDI’s revisions to the policy and endorsement forms filing process in Title 10 of the California Code of Regulations effective April 1, 2016.
The WCIRB recently proposed and the CDI approved further revisions to several of these standard limiting and restricting endorsement forms to assist insurers with electronic reporting of these forms. These forms are advisory only and insurers are therefore not obligated or required to use them. Copies of these revised forms are available in the Knowledge Center in WCIRB Connect.
For more information regarding this subject, please see WCIRB Bulletin 2016-21 – Revised Standard Limiting and Restricting Endorsements or contact our forms team at [email protected]
Effective September 28, 2016, the WCIRB updated our policy data auditing and validation rules to verify that policy data for policies include Limiting and Restricting endorsements are reported to the WCIRB in compliance with the recent changes to Title 10 of the California Code of Regulations. The policy error description spreadsheet in the Policy Data Reporting section has been updated to include the description for these new errors.
If you have questions regarding the updated audit and validation errors and process, please contact [email protected].
Due to changes to the California Labor Code effective January 1, 2017 resulting from Assembly Bill No. 2883, the Insurance Commissioner has approved the following revised endorsements as Standard Forms for use in California:
- WC 04 03 02 C – Partnership Coverage / Exclusion – California
- WC 04 03 03 B – Officers and Directors Coverage Exclusion – California
- WC 04 03 18 B – Limited Liability Company Coverage / Exclusion – California
An insurer may file these forms with the WCIRB electronically through SERFF and may use them after receiving the WCIRB’s notification indicating that the form has been reviewed as to form and substance and is ready for use. These forms are advisory only and insurers are therefore not obligated or required to use them.
The new forms are available for download in the Knowledge Center in WCIRB Connect.
For more information regarding this subject, please see WCIRB Bulletin 2016-16 – Revised Standard Endorsements.
Effective July 1, 2016, the WCIRB launched two new data quality programs, the WCIRB California Premium Audit Accuracy Program (PAAP) and the WCIRB Unit Statistical Data Quality Program (USDQP).
PAAP, formerly known as the WCIRB California Test Audit Program, continues to review auditing standards as well as improve audit proficiency and audit practices.
USDQP, formerly known as the WCIRB Data Quality Enhancement Program, provides new and enhanced metrics to effectively measure the timeliness, completeness, and accuracy of incoming Unit Statistical Report data.
If you have any questions about the new data quality programs, please contact the Data Quality Assurance Office at [email protected]
Effective March 30, 2016, the WCIRB launched a new service which sends an email notification to WCIRB Connect users when the process for generating a scheduled report is completed. To use this new feature,
- Go to the Scheduled Reports Page in WCIRB Connect
- Click on the Report Notification drop down menu
- Check the box to the left of the reports in which the user would like an email notification
- Click Submit when finished
The email notification will be sent to the WCIRB Connect user’s registered email address once the WCIRB has generated the selected report. Please note that some reports specific to an insurer will not be created if there is no data available for that insurer.
To stop receiving emails for a selected report, the user can click on the Report Notification drop down menu and uncheck the box to the left of the previously selected scheduled report.
For more information, please see the Scheduled Report Alert in the WCIRB Connect Knowledge Center under Quick Start Guides.
If you have any questions regarding the new Scheduled Report Alert service, please contact [email protected].
Effective March 30, 2016, the WCIRB Connect® policy data auditing and validation rules have changed. As a result, insurers should notice fewer overall policy data work items, an improvement in the query language, and fewer redundant audit errors.
In addition to revised audit errors, the following new WCIRB Connect features were released on March 30, 2016:
- All policy related audit errors have been consolidated under one work type in the work queue call Policy Audit.
- New Policy Audit sub types have been added letting you more easily filter your work queue.
- More descriptive information has been added to the Respond to Query pop-up page. You can now clearly see the exact correction or information needed.
- From the work queue, hover your mouse over the “Details” of a specific audit error to see the reason for the error.
The WCIRB Connect Knowledge Center contains a spreadsheet that lists audit errors with enhanced descriptions and actions that can be taken for each audit error.
If you have questions regarding new audit and validation errors and process, please contact [email protected].
The Office of Administrative Law approved changes to Title 10 of the California Code of Regulations effective April 1, 2016. These changes affect the California workers’ compensation policy forms filing process as well as the regulations governing limiting and restricting endorsement forms. Here are some of the changes:
- There are 23 new standard limiting and restricting endorsement forms that have been approved for use. Insurers are not obligated or required to use the Standard Forms. A .zip file containing editable Microsoft Word versions of the forms is available in WCIRB Connect under the Knowledge Center > Forms Manual.
- The California Approved Forms (CAF) must no longer be applied to policies incepting on or after April 1, 2016. The new Standard Forms include replacements for all CAFs and revisions to all limiting and restricting Standard Forms to comply with the regulations.
- Insurers must submit forms filings electronically through the National Association of Insurance Commissioners’ System for Electronic Rate and Form Filing (SERFF) system.
For more information on the changes, read WCIRB Bulletin 2016-03: Amendments to California Workers’ Compensation Form Filing Regulations Standard Forms – Limiting and Restricting Endorsements.