SMART Release Updates February 2022

The February 2022 SMART release includes a cancellation feature for Manual Filing (Data Entry) transactions. The Transaction Entry User Guide can be utilized as necessary for basic entries that don’t change Agent of Record or apply to continuous until canceled policies. Users may continue to enter New or Renewal Policies or Binders, and Premium Endorsements, Audits, and Installments. Users may now view coverage and class code (exclusive) relationships directly within Coverage or Class Search, and this feature will automatically apply within each entry. Improvements were added to Advanced Policy Search to better handle exact policy number matches and to also include a count of Expected Results before your search is executed. Lastly, additional API (automated filer) features were released. SMART will provide email notifications to the filer when the API batch posting is completed. Furthermore, improvements were added to better manage automated submissions and user access when not approved or authorized to make submissions in the Live Environment due to incomplete testing.

As a reminder, SLTX released filing features specific to automated or “programmatic” filers as these methods make up majority of transactions filed with SLTX. Broker testing is required as it is the primary mechanism to ensure data-related scenarios are handled effectively and efficiently. If you, as an automated filer, have not requested updated Technical Reference and User Guides or are ready to resume beta testing, please contact the SLTX TechSupport team by email.

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 March release:  Reinstatement, 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.