SMART Release Updates April 2024

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.