SMART Release Updates December 2023

The December 2023 SMART release includes the following:

New Features!

• Initial stage of Policy Audit workflow being integrated into SMART. Stay tuned as recognizable features are rolled out over the next few releases.
• Initial stage of Notifications (bell icon) being integrated into SMART. As new and updated features are released, they may include notifications directly within SMART.

Improvements:

• Consistent formatting of Premium and Total Gross amounts within Policies Search Results grid and from the “Find a Policy” grid (within Filing)
• Clarity on 5-year retention period of API/XML files
• Consistent display of default dates for Inception Date Change Endorsements
• Improved error tag assignment when submitting Lloyd’s Syndicates / Underwriters at Lloyds where required data is missing or transposed
• Consistent handling of back-end processes when users make corrections from the Outstanding Errors (Tags) page

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 an API / XML support session for technical assistance with API (automated) filings and/or SMART Connector processes.