Skip to Content

Policyholder Historical Data Available on Comprehensive Risk Summary Report

Print page

Policyholder Historical Data Available on Comprehensive Risk Summary Report

December 15, 2020

Insurers and 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
  • All exposure and loss details on policies that incepted within the last eight years
  • All policyholder names and FEINs reported on policies that incepted within the last five years
  • All classifications reported on policies that incepted within the last five years
  • WCIRB assigned classifications
  • All addresses and locations reported on all current policies
  • Primary policyholder name, address and bureau number
How to Access

WCIRB Connect provides insurers, agents and brokers with a DocuSign® digital signature feature to request authorization from the proper policyholder representative to access the CRS report.

Once authorized, insurers, agents and brokers have 30 days to 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 formats.

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 “Navigation and Authorizing Access to a Ratesheet, Classification Inspection Report or Comprehensive Risk Summary Report” 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 customerservice@wcirb.com 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