SMART Release Updates January 2022

The January 2022 SMART release includes additional features for Manual Filing (or Data Entry) transactions: Premium Endorsement, Installment, Audits, and utilizing the Transaction Entry User Guide as necessary for basic entries that don’t change Agent of Record or apply to continuous until canceled policies. Users may continue entering New or Renewal Policies or Binders transactions by utilizing the Policy or Binder User Guide as necessary. Secondarily, users now can perform policy search(es) by any value(s) input in the Reference field. Lastly, process and workflow improvements were added to improve clarity with user statuses, to better manage “batches” from a user perspective, and to restrict filing access from users that have elected the “ACH/Online payments only” permission.

Please contact SLTX’s TechSupport team to schedule a discussion on 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 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.

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 within SMART. The following transactions are expected for February release: Cancellation, Reinstatement, 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.