SMART Release Update June 2023

The June SMART release included the following:

New feature!

Batch Status Details download for API filers now includes an indicator for any insurer and/or syndicate that is ineligible (based on policy’s inception date). Technical Reference Guide(s) have been updated accordingly.

Improvements:

• Default results on Batch Reports page, improves load times for agents with exceptionally large number of reports
• Reinstating or Reversing a cancellation that is effective prior to an existing cancellation and reinstatement pair already in the system
• Using “Correct Original Filing” feature where the original filing also used the “Correct Original Filing” feature
• “Correct Original Filing” allows selection of pending (or tagged) items, when not automatically populated
• Updated user context on the “Batch” reports tile from the Filing Reports page
• Policy limits up to 12 digits in length are now allowed
• Handling of hyphenated user names
• Additional revisions to missing or incorrect policy limits warning to better advise on a policy limit that matches any numeric value input on entry page(s)
• Phase 2 of changes to End of Period tasks to improve processing speed

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.