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SMART Release Updates November 2021

Nov 30, 2021 | Procedural Updates

The November 2021 SMART release includes updates to existing Broker Search/Edit components, such as creation and maintenance of insurer contracts and an improved layout for online filing user maintenance. Additionally, users may now utilize the SMART system to reset passwords instead of using the System Password Reset Request form from SLTX’s website. In most cases, users may now utilize the “Forgot Password?” link from the SMART landing page instead of submitting a password reset request through SLTX. Most significantly, November’s SMART release includes Manual Filing (or Data Entry) transactions. Users may now enter New Policy or New Binder filings in SMART, utilizing the Transaction Entry User Guide as necessary.

We encourage you to contact SLTX’s TechSupport team to schedule an individualized discussion on how existing SMART features can improve your agencies online filing experience. Additionally, TechSupport can schedule in-depth SMART trainings for you and your agency based on your processes, workflows, and lines of business.

For your convenience, previous SMART releases  API, Report, Advanced Search, and Export capabilities are attached. Testing is underway for External Filing to include additional manually input transactions within SMART. The following transactions are expected in the December release: Renewal Policy and Binder, 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.

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.