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SMART Release Updates June 2022

Jun 24, 2022 | Procedural Updates

The June SMART release includes features for Manual Filing (or Data Entry) transactions: Insurer / Company Change Endorsements, and Renewal Policy Replacing Binders. The 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 continue entering New or Renewal Policies or Binders, Cancellations, Reinstatements, Premium Endorsements, Audits, and Installments, and Name Change, Policy Number Change, or Expiration Date Change Endorsements.

Improvements include:

  • Bug fixes for API update transactions
  • Improved insurer percentage of participation within New / Renewal entry screens
  • Visible Broker’s status within Security tab from Broker Search. This includes updated warning language.
  • Improved missing or single name portrayal within “Invite New User”
  • Additional context from “Sent Invitations” tab (expiration date, and name of user initiating invitation)
  • Ability to export Insurer search results
  • Additional context within API end-point for Batch Status
  • Updated language for “in progress” notification

See links for previous SMART release documentation for API, Report, Advanced Search, Manual Data Entry, and Export capabilities. Testing continues for External Filing to include additional manual (or data entry) transactions, including reversals and update capability. Adequate broker testing is required since it is the primary mechanism to ensure data-related scenarios are handled effectively and efficiently.

Interested in attending a group training session? You can select a session by following this link. You may also request an individualized training session tailored to your agency’s business/workflows here.

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.

Note: All current processes and procedures in EFS remain available and will work concurrently with SMART until all features are fully delivered in 2022.