The WCIRB is partnering with Docusign® to modernize how insurers, agents and brokers request authorization from policyholders to access Ratesheets, Inspection Reports and Comprehensive Risk Summary (CRS) Reports® through WCIRB Connect®.
Beginning in August 2018, the entire letter of authorization process will be online and fully integrated with WCIRB Connect. No longer will users have to print and fill out a letter of authorization to access policyholder data (Form 810), get the policyholder’s wet signature, and scan and upload the document.
Here’s how it will work:
In addition to providing significant savings in time and effort, the digital signature enhances the security and authentication of the authorization process. During a transition period users will still be able to upload a manually signed Letter of Authorization, but the WCIRB will shift entirely to the new digital approach within the next few months.
This new, streamlined process makes it quicker and easier for users to access a CRS Report, which provides a 10-year history of a policyholder’s policy, payroll and loss data. Learn more about the CRS.
Please note that Ratesheets and Inspection Reports are always available to the insurer of record without any additional authorization requirements, and to agents and brokers after uploading documents proving their status as the agent or broker of record.