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SMART Release Update August 2023

Sep 25, 2023 | Procedural Updates

The delayed August SMART release includes the following:

New Features!

  • Users can now correct any pending, other than pending reversals, deletes, or updates, from the API Details page (click “Correct Errors”) or from the Policy Details page (click “Edit”)
  • Users can now delete any API pending directly from the API Details or Upload Details pages
  • Pending transactions will no longer be created for duplicate API submissions, by policy number, effective date, and CustomID, where a previous API submission has been made
  • TEST Environment only: All rules for coverage and class code are now enforced for API filers. SMART’s next release will deploy this feature to the LIVE environment, which is scheduled no sooner than Friday, October 13, 2023, allowing time for necessary corrections. See previous notification for additional details.

Improvements:

  • Catalog ID now shown on API Upload Details page
  • Better handling when correcting API pending(s) for name, policy number, or date changes to display both the old and new values during the correction process
  • Better handling of Previous Uploads page to better manage Load times for agents with exceptionally large number of API submissions
  • Handling of one-time migration process for Continuous Until Cancelled “dummy renewals” with existing Agent of Record
  • Consistent labeling of SLTX ID from Policies Detail page
  • Consistent results when searching for an invalid batch number from the Upload API page
  • Consistent handling of Contract “edits” when the insurer has had a TDI Company Number change
  • Indicator icons added: API filing brokers, Broker with expired license

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.