SMART Release Updates April 2022

The April 2022 SMART release includes additional features for Manual Filing (or Data Entry) transactions: Name Change Endorsements, and Policy Number Change Endorsements. The linked Transaction Entry User Guides can be utilized as necessary for basic entries which do not change Agent of Record or apply to continuous until canceled policies. Users may continue entering New or Renewal Policies or Binders, Cancellations, Reinstatements, Premium Endorsements, Audits, and Installments. Users may now search for and/or view an Insurer’s NAIC Number directly from Data Entry screens. Users may also edit primary / secondary (online filing) contact information within Broker Security. Additionally, an API endpoint was created to return an individual Batch’s Status, and improvements were made for API filings to better handle submissions which reflect AOR changes on parent policies. Lastly, improvements were added to enforce default sort order for Insurer searches, updated Entry Method to promote clarity, and further strengthen password requirements.

As a reminder, SLTX released API filing capabilities, specific to automated or “programmatic” filers. Adequate broker testing is required as it is the primary mechanism to ensure data-related scenarios are handled effectively and efficiently. All automated filers are strongly encouraged to contact SLTX TechSupport by email to obtain Technical Reference and User Guides to begin or resume beta testing.

Please contact SLTX’s TechSupport team to schedule a discussion regarding SMART features and how it can improve your agency’s online filing experience. Furthermore, TechSupport can schedule additional SMART training for you and your agency based on processes, workflows, and lines of business.  SMART’s Agent User Guide is updated each release and can be obtained directly from SLTX’s TechSupport team through email or phone (512) 531-1880 or (800) 681-5848.

For your convenience, previous SMART releases regarding API, Report, Advanced Search, Manual Data Entry, and Export capabilities are attached. Testing continues for External Filing to include additional manually input transactions. The following transactions are expected for May release: Non-Premium Endorsements, New and Renewal Policy Replacing Binder.

 Note: All current processes and procedures in EFS remain available and will work concurrently with SMART until all features are fully delivered in 2022.

With each new release or significant deployment, additional notifications will be sent to all Electronic Filing System (EFS) users. These notifications may also be found on our website under News>Procedural Updates.