SMART Release Updates December 2021

The December 2021 SMART release includes the next round of Manual Filing (or Data Entry) transactions: Renewal Policy or Renewal Binder. Users may now enter New and Renewal Policy or New and Renewal Binder filings in SMART, utilizing the Transaction Entry User Guide as necessary. Secondarily, the release includes significant improvements to coverage and class code “helper tool” which is intended to assist in selecting coverage and class codes in alignment with SLTX’s processes and code selection rules. Based on the coverage code(s) selected, this automated tool will limit the class codes available. Alternatively, if you select the class code first, it will limit the coverage codes available.  

As a reminder, Month End and Year End Reports are available within SMART. After logging in, you may access your reports by selecting “View Reports” from the Reports tile on your Broker Landing page. You will then select “End of Month” or “End of Year” to access these specific reports.  

We encourage you to contact SLTX’s TechSupport team to schedule an individualized discussion on how existing SMART features can improve your agencies online filing experience. Additionally, TechSupport can schedule in-depth SMART training for you and your agency based on your processes, workflows, and lines of business. 

For your convenience, previous SMART releases  API, Report, Advanced Search, Manual Data Entry, and Export capabilities are attached. Testing continues for External Filing to include additional manually input transactions within SMART. The following transactions are expected in the January release: Premium Endorsement, Audit, Installment, 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. 

SMART’s Agent User Guide is updated with each release and may be obtained directly from SLTX’s TechSupport team for any agency ready to utilize SMART’s features. Contact SLTX Tech Support by email or phone (512) 531-1880 or (800) 681-5848 with any questions.