WCIRB Launches Streamlined Letter of Authorization Process
Oakland, CA July 31, 2018 - The WCIRB has integrated DocuSign® to modernize how insurers, agents and brokers request authorization from policyholders to access experience rating worksheets, inspection reports and Comprehensive Risk Summary (CRS)™ reports through WCIRB Connect®.
The entire authorization process is now online and fully integrated with WCIRB Connect. Users will no longer have to print and fill out a Letter of Authorization (Form 810), obtain the policyholder’s signature, and scan and upload the document to access policyholder data.
Here is how it works:
- An insurer, agent or broker - who must be an authorized WCIRB Connect user - goes to the policyholder’s page in WCIRB Connect and initiates an online request for the desired document(s). This includes providing the name and email address of the designated policyholder contact;
- DocuSign automatically emails the policyholder a completed Letter of Authorization, based on information provided by the requesting insurer, agent or broker;
- The policyholder electronically signs the Letter of Authorization; and
- The insurer, agent or broker who initiated the request receives an email notifying them that the requested information is available for access in WCIRB Connect.
View an infographic explaining the new authorization process>
In addition to providing significant savings in time and effort, the digital signature enhances the security and authentication of the authorization process. This new, streamlined process also 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 report.
The digital signature replaces uploading Form 810 which is scheduled to be phased out by October 1, 2018.
Please note that experience rating worksheets and inspection reports are always available in WCIRB Connect to the insurer of record without any policyholder authorization requirement, and to agents and brokers after uploading documents verifying them as the policyholder's agent or broker of record. A Letter of Authorization is always required to access a CRS report.