SMART Release Updates November 2023

The November SMART release includes the following:

New Features!

• Monthly Late Filing Report is now fully integrated in SMART. The Legacy version will no longer be generated as of November 2023 Month End.
• Users can now see a transaction’s Premium and Total Gross amounts from the Policies Search Results grid and from the “Find a Policy” grid (within Filing). These values can be toggled off by unchecking the item from the “Display” feature on the corresponding page(s).
• Users can obtain a list of available coverage and class codes in an Excel format by clicking “Export” from the Coverage or Class search screens
• Users will receive a warning when attempting to make a filing under an expired surplus lines license
• Users can search by an insurer’s Previous TDI license Number from Insurers Advanced Search
• Phase 1 – email notification when agency/user has one or more outstanding errors / tags

Improvements:

• Better handling of “Save as PDF” confirmation after deleting a pending
• Improved context for displayed batch status for API batches in a “Manual” state

SLTX will release process improvements and/or enhancements as available.

Visit Training Videos & Guides page to access all user guides or supplemental video components for each transaction or feature in SMART (including API technical and user guides). Need additional support? Sign up for an online support session, or a full walk-though of SMART’s features tailored to your agency’s business / workflows. Or a support session for technical assistance with API (automated) filings and/or SMART Connector processes.