Procedural Updates

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.

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.

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.

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.

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.

The April 2024 SMART releases included the following:

New Features!

• “Outstanding Errors Report” – new report to remind brokers, whose users have not logged in for more than 30 days, of outstanding errors or tags. This report will be physically mailed.

Improvements:

• Phase 2 of changes to improve posting times for exceptionally large API batch(es)
• More clarity about the requirements between Lloyds and Lloyds’ syndicates, when correcting API submissions that originally omitted Lloyds’ company number
• Remove “appearance” of AOR/BOR change when deleting error / tag(s)
• Better context to users when attempting to “correct” SLTX generated errors (tags) vs. EFS or SMART API generated errors (tags)
• “Duplicated Policy” warning message no longer shows non-policy transactions (that have the same premium as the policy)
• Inception Date Change Endorsement’s “New Inception Date” field is now blank instead of showing current inception date
• Additional broker related data added to “Outstanding Errors / Tags” email, to now include broker name and license, as well as SLTX signature
• minor UI, label, coach mark, and context (search field) changes
• notification/message to users when system is down (from SMART’s log in page)
• database 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.

The 2023 Annual Late Filing report was generated on March 18, 2024, and was mailed via certified mailer on March 20th. If you have not yet received the certified mailer you should obtain it directly from SMART in order to meet any payment due dates as required by law. You may access the 2023 Annual Late Filing Report in SMART, by selecting “View Reports” from your SMART landing page and then selecting “Late Filing” reports. From the Late Filing Reports page, select the Annual Report from the drop down and update the date range accordingly. Two versions of the report are available online, one of which includes the report and full correspondence from TDI and the other is the basic report, so be sure to download the version containing TDI’s correspondence.

Please note that those who are not included in the report will not see it listed in SMART and will not receive a letter from SLTX.

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 the report. You will be contacted separately by TDI with further information regarding any policies in the “enforcement” category.

As a reminder: Once the report is delivered to TDI, SLTX has no further authority to make changes to the report (per 28 TAC 15.114). However, if you have any questions or concerns about the report, please contact SLTX directly via email. This will allow you to include as much detail or information as possible so that SLTX may review and respond accordingly.

SLTX has scheduled a system outage in SMART’s LIVE Environment due to necessary maintenance / upgrades. This outage will start at 8:30am Friday, April 12th, 2024, and will end at 8:30am Friday, April 19th, 2024. During this period, users will not be able to access SMART’s LIVE Environment. During this outage, users will not be able to make filings (either manual or API), access reports, or perform searches. This scheduled outage will not impact users testing within SMART’s TEST Environment.

Please contact Tech Support via email or at 800-681-5848 (option 1) with any questions.