SMART Release Updates March 2022
The March 2022 SMART release includes a reinstatement feature for Manual Filing (Data Entry) transactions. The Transaction Entry User Guide can be utilized as necessary for basic entries which don’t change Agent of Record or apply to continuous until canceled policies. Users may continue to enter New or Renewal Policies or Binders, Cancellations, and Premium Endorsements, Audits, and Installments. Users may now perform policy-level search(es) by Federal Credit Union (FCU) or Purchasing Group selections. Additionally, warnings were implemented to notify users up-front if a policy filing has a policy term of 1 day or is unusually long, or if a policy entry appears to be a duplication of an existing filing (based on policy number, policy period, and total premium amount). Lastly, improvements were added to reflect the environment on existing email notifications, to better calculate the number of expected results for Advanced Policy Search, and to augment date formatting and handling.
As a reminder, SLTX has released API filing capabilities, specific to automated or “programmatic” filers. 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 April release: 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.