SMART Release Updates August 2022

The August release includes additional features for Manual Filing (or Data Entry) transactions: New and Renewal Reversals. The linked Transaction Entry User Guide should be utilized for basic entries which do not change Agent of Record or apply to continuous until canceled policies. Users may enter New or Renewal Policies or Binders, New or Renewal Policy Replacing Binders, 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:

• Monthly Totals, Late Filings, and Policy Audit included within Broker Search (see updated guide)
• API filing Batch Reports, including links within confirmation email
• SMART Connector handling improvements (Policy limits)
• Additional paper filer report delivery method such as Batch and Month-End reports

SLTX released API filing capabilities, specific to automated or “programmatic” filers. Adequate broker testing required; this is the primary mechanism data-related scenarios are handled effectively and efficiently. Contact SLTX TechSupport by email for Technical Reference and User Guides to begin or resume beta testing.

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.

The Electronic Filing System (EFS) quickly approaching end of tenure! SLTX invites you to sign up for group education sessions for training and questions regarding the new system. Select available training sessions by following this link or request an individualized training session tailored to your agency’s business/workflows here.

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