SMART Release Updates January 2021

Since the last significant release in October 2020, work has continued to be focused on features for the Reporting module. This will allow SLTX to transition away from existing legacy applications and mechanisms that perform month-end calculations, report generation and viewing capability, and accounts receivable processes. Additionally, as part of this work, a redesign of various SLTX reports has been completed. The first phase of the Reporting module has concluded and as a result, Month End Reports will now be created with the new method and format. With the January 2021 Month End, reports will be mailed out to all paper filing agents and agencies and will reflect the new format. This includes the Monthly Invoice, Detail Policy Activity Report, Policy Transaction Activity Report, and when appropriate, the Outstanding Ineligible Report, and Duplicate Policy Report.  You may view full-color sample report layouts by clicking on each report name above.  Online filers will still receive their reports via the existing Electronic Filing System (EFS) portal in the original format.

Additionally, the January 2021 release includes features which will allow SLTX to capture and view the National Producer Number (NPN) as provided by TDI within their monthly license data dump, relate to work assignment and distribution of Internal Filings (policies mailed to SLTX for processing), and Internal Filings of policies and/or binders.

By the February 2021 Month End, phase two of the Reporting module deliverables will be on target to include a Report Landing page for all External Filers through the SMART application, which will allow those users to directly obtain their 2021 monthly reports. Additionally, phase two will include the Monthly Late Filing Report, Batch Edit Report (for paper filers), Policy Audit Results, and various other statutorily required reports.

As a reminder, SLTX has already released portions of its new online filing system, SMART. This includes filing features that are specific to automated or “programmatic” filers as these filing methods make up the largest majority of the transactions filed with SLTX. Beta testing is ongoing and feedback by automated filing broker users is strongly encouraged as broker testing is the primary mechanism to ensure data related scenarios are handled effectively and efficiently. If you, as an automated filer, have not requested the updated Technical Reference and User Guides or are ready to resume beta testing, please contact the SLTX Tech Support team by email.

Please note that current EFS processes and procedures will continue to be available and both systems will remain functional and work concurrently until the entire suite of features in SMART are fully delivered.

With each new release or significant deployment, additional notifications will be sent to existing users of SLTX’s Electronic Filing System (EFS). These notifications may also be found directly on our website under News>Procedural Updates.

Please contact the SLTX Tech Support team by email or phone at (512) 531-1880 or (800) 681-5848 with any questions.