Procedural Updates
SMART Release Updates – February 2025
The February 2025 SMART release included the following:
New Features!
- Increased length of policy number field from 20 to 40 characters
- Ability to Delete current month transactions (all types except New and Renew): Audit, Installment, Premium Endorsement, Other Non-Premium Endorsement, Cancellation, Reinstatement, and Reversals
Improvements:
- Final preparations for the 2024 Annual Late Filing Report
- Minor UI, label, context (search field) changes and tech debt updates
SLTX will release process improvements and/or enhancements as available.
Visit Training Videos & Guides page to access all user guides or supplemental video components for each transaction or feature in SMART (including API technical and user guides). Need additional support? Sign up for an online support session, or a full walk-though of SMART’s features tailored to your agency’s business / workflows. Or a support session for technical assistance with API (automated) filings and/or SMART Connector processes.
2024 Annual Late Filing Report Schedule
The 2024 Annual Late Filing report will be generated on Monday, March 17, 2025. As a reminder, policies are considered late if not filed with SLTX within 60 days of issue date or the effective date, whichever is later.
In compliance with the Texas Administrative Code, SLTX must submit the report each year to the Texas Department of Insurance (TDI) no later than the first business day in April. Once the report is sent to TDI, no additional changes can be made. Previously approved adjustments on policies included on a monthly late filing report should be considered timely filed and will not be included on the annual report.
As you receive SMART’s email notification on March 17th, you may access the 2024 Annual Late Filing Report in SMART by clicking the link in the email. You may also find detailed instructions on how to obtain the Annual Report by accessing the How to Obtain Monthly and Annual Reports user guide. SLTX will send the official Annual Late Filing Report by certified mail to agents and agencies included on the report. Those who are not included on the report will not see it listed in SMART and will not receive a letter from SLTX.
The report will include:
- A list of all late policies,
- Number of days late for each,
- Total percentage of late policies for the prior year,
- A calculation of total fees due and,
- Number of policies sent to enforcement, if any.
Assessments and enforcement actions are determined by statute (6 TIC 981.105) and all fees should be submitted directly to TDI. The TDI Late Filers Fee Payment Form is included within your report and will also be included within the certified mailing.
SMART Release Updates – January 2025
The January 2025 SMART release included the following:
New Features!
- Phase 1 – Ability to view additional details about the Annual Late Filing Report from the Late Filing tab within Broker Search/Edit
- Users will now be returned to the page they were on (retaining data when at all possible), when they were logged out due to idle/inactivity. Previously, users were always returned to the Broker Landing page.
Improvements:
- Internal User features / access such as automatically applying tags in specific scenarios and inviting new users
- Minor UI, label, or context (search field) changes
SLTX will release process improvements and/or enhancements as available.
Visit Training Videos & Guides page to access all user guides or supplemental video components for each transaction or feature in SMART (including API technical and user guides). Need additional support? Sign up for an online support session, or a full walk-though of SMART’s features tailored to your agency’s business / workflows. Or a support session for technical assistance with API (automated) filings and/or SMART Connector processes.
Additional SMART Video/Guides are Now Available
SLTX, in partnership with Lemonlight, have created four new videos to highlight commonly used or valuable features within SMART. Visit the SMART Training Videos & Guides page to access all user guides and/or supplemental video components for each transaction or feature in SMART, including the four latest videos and enhanced user guides:
- Correcting Outstanding Errors (Tags)
- Deleting Outstanding Errors (Tags)
- Creating and Using Contracts
- Manage User Profiles
Our goal is to create videos to support SMART’s written user guides or as a method to highlight certain valuable or time-saving features. This allows us to present content to our users using their preferred learning style.
Please contact Tech Support via email with any questions or with suggestions for future video components.
SMART Release Updates December 2024
The December 2024 SMART release included the following:
Improvements:
- Batch Edit Reports (API) are generated substantially faster for exceptionally large API batches, and applied minor layout changes to ensure consistency with similar reports
- Minor layout changes to Month End Reports to better handle visual spacing / gaps
- Cleanup of legacy processes specific to Internal User access / permission
- Resolve type-ahead / search bug with “Mark as Pending” feature for Internal Users
SLTX will release process improvements and/or enhancements as available.
Visit Training Videos & Guides page to access all user guides or supplemental video components for each transaction or feature in SMART (including API technical and user guides). Need additional support? Sign up for an online support session, or a full walk-though of SMART’s features tailored to your agency’s business / workflows. Or a support session for technical assistance with API (automated) filings and/or SMART Connector processes.
SMART Release Updates November 2024
The November 2024 SMART release included the following:
New Features!
- New “reminder” notification(s) added to Broker Landing Page if/when you have a Monthly and Annual Late Filing Report, which adds reminders to suggest when an action may be necessary.
- Additional “Delete” features have been integrated into SMART. Stay tuned as each “Delete” transaction is rolled out and become available over the next few months.
- Phase 1 – cleanup of legacy processes and/or database elements that are no longer utilized in or by SMART
Improvements:
- Increased length of Broker Name, allowing SLTX’s records to match TDI’s data without abbreviation
- Increased length of Class Code description, to further clarify content without abbreviation
- Outstanding Errors (SLRP11-2) Report no longer includes (legacy) non-pending tags that were cleared by a reversal
- Minor UI, label, or context (search field) changes
SLTX will release process improvements and/or enhancements as available.
Visit Training Videos & Guides page to access all user guides or supplemental video components for each transaction or feature in SMART (including API technical and user guides). Need additional support? Sign up for an online support session, or a full walk-though of SMART’s features tailored to your agency’s business / workflows. Or a support session for technical assistance with API (automated) filings and/or SMART Connector processes.
SMART Release Updates October 2024
The October 2024 SMART release included the following:
New Features!
- Phase 2 – improvements to the report logic / layout for the Monthly and Annual Late Filing Report(s). Based on feedback received as part of the 2023 Annual Late Filing Report, SLTX was able to add improvements to the report logic to accommodate any specific circumstances identified during that review. The improved logic will be applied going forward, starting with the October 2024 Monthly Late Filing Report.
- Additional “Delete” features have been integrated into SMART. Stay tuned as each “Delete” transaction is rolled out and become available over the next few months.
Improvements:
- Further Improved handling of credit balance notification(s) that are caused by reversing or deleting a transaction
- Minor UI, label, or context (search field) changes
SLTX will release process improvements and/or enhancements as available.
Visit Training Videos & Guides page to access all user guides or supplemental video components for each transaction or feature in SMART (including API technical and user guides). Need additional support? Sign up for an online support session, or a full walk-though of SMART’s features tailored to your agency’s business / workflows. Or a support session for technical assistance with API (automated) filings and/or SMART Connector processes.
SMART Release Updates July 2024
The delayed July 2024 SMART releases included the following:
New Features!
- Phase 1 – internal improvements to the Late Filing Report email notification / tracking. Stay tuned as additional improvements to the report logic / layout are rolled out within the next release.
- Additional Policy Audit processes being integrated into SMART. Stay tuned as recognizable features are rolled out and become available over the next few releases.
Improvements:
- Improved handling of errors when editing Broker Contracts (when there has been a TDI Company Number change)
- Improved handling of credit balance notification(s) that are caused by reversing or deleting a transaction
- Improved handling of “feature flags” to ensure SLTX has more flexibility to release new features outside of a regular release schedule (or cycle)
- Minor UI, label, or context (search field) changes
SLTX will release process improvements and/or enhancements as available.
Visit Training Videos & Guides page to access all user guides or supplemental video components for each transaction or feature in SMART (including API technical and user guides). Need additional support? Sign up for an online support session, or a full walk-though of SMART’s features tailored to your agency’s business / workflows. Or a support session for technical assistance with API (automated) filings and/or SMART Connector processes.