CSR24 Coming Soon!
By Sara Mohrbacher, Vice President – WRC Agency
Soon you will have access to your clients’ information via CSR24 for business written through WRC Agency. CSR24 syncs with our agency management system, giving you real-time access. This online portal will allow you to access policy documents, view policy information, submit changes, print ID cards and request certificates of insurance. In addition, you can upload documents for us, find our contact information, ask questions and submit loss notices.
When this system is fully deployed, your agency will no longer receive emails from WRC Agency with copies of policy documents once the policy is written. All policy information will download directly into the system as received by the carrier. If download isn’t available, the document will be attached to the client’s file as received by the carrier. You will be able to access the link to CSR24 at wrcagency.com or by logging in to our secure website.
We encourage you to check your CSR24 portal on a regular basis — your agency is ultimately responsible for tracking and reviewing your clients’ renewals, expirations, policy changes, etc.
We currently have a few agencies testing the new portal, and we look forward to rolling it out to all agencies soon. If you have an active book of business with us, we will provide you with your username and password at that time.
Please note that as always, no coverage is bound until issued by the carrier. We are excited to roll out this new product. It will provide you with easier access to your clients’ information and will enable our team to focus on serving you.