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SMART Release Updates September 2022

Oct 5, 2022 | Procedural Updates

The September release includes additional features for Manual Filing (or Data Entry) transactions: Non-Policy Reversals, and Agent/Broker of Record changes. Users may enter New or Renewal Policies or Binders, New or Renewal Policy Replacing Binders, New and Renewal Reversals, Cancellations, Reinstatements, Premium Endorsements, Audits, and Installments, and Name Change, Policy Number Change, Insurer / Company Change, Expiration Date Change, or Other Non-Premium Endorsements.

Improvements Include:

  • Policies Search results screens include Broker’s National Producer Number (NPN)
  • Password reset page(s) includes additional context regarding “TDI License Number”
  • Improved handling of special characters within Usernames
  • Improved handling of email addresses longer than 35 characters
  • Improved handling when adding transactions effective prior to an existing cancellation/reinstatement pair
  • Improved handling of advanced search results for deleted records
  • Updated “Entry Method” within Policies Search (provides additional clarity between transactions processed by SLTX and Online Filers)
  • SMART Connector improvements (Windstorm Exclusion)

Manual filing (or data entry) transactions have been released, with following transactions or features remaining: Inception Date Change endorsement, API filers ability to correct errors (tags) through SMART’s user interface, and monthly/annual late filing reports. These features are expected within the next 1-2 release cycles. SLTX will give official 90-day notice of impending end-of-life date of the Electronic Filing System (EFS) once all features are released.

SLTX invites you to sign up for group education sessions for training and questions regarding the new system. Select training sessions by following this link or request an individualized training session tailored to your agency’s business/workflows here.

API, Report, Advanced Search, Manual Data Entry, and Export capabilities are attached for your convenience. External Filing testing continues, including additional manual (or data entry) transactions, reversals, and update capability.

With each new release and deployment, additional notifications will be published. These notifications may also be found on our website under News>Procedural Updates.