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SMART Release Updates October 2022

Oct 27, 2022 | Procedural Updates

The October release includes additional features for API filers to request batch or transaction-level details for previously submitted XML batch filings.

The following improvements include:

  • Improved handling of API updates for Federal Credit Unions (FCU)
  • Improved handling of Agent/Broker of Record (AOR) changes (when a previous AOR exists)
  • Improved handling of Data Entry or API batch links on Data Entry landing page
  • Improved handling of Month-End scheduled tasks
  • Improvements to Broker Security and Manual Data Entry pages for clarity
  • Updates to Coverage and Class Code(s) Search results pages which provide additional clarity on Restricted codes
  • Updates to Help page to consolidate “help” features which include links to video and user guide page(s)
  • Reorganized Filing Menu and updated menu option labels
  • Updates to “Save as PDF” feature in which purpose is better clarified

Available Manual Filing (or Data Entry) transactions: New or Renewal Policies or Binders; New or Renewal Policy Replacing Binders; Premium Endorsements, Audits, and Installments; Cancellations; Reinstatements;  Name Change, Policy Number Change, Insurer / Company Change, Expiration Date Change, or Other Non-Premium Endorsements; Reversals; and Agent/Broker of Record changes.

The following features or transactions remain outstanding: Inception Date Change endorsement (manual filing), API filers ability to correct errors (tags) through SMART’s user interface, and monthly/annual late filing reports. These features are expected within the next 1-2 release cycles. The objective was to provide an official 90-day notice of impending end-of-life date of the Electronic Filing System (EFS) once all features are released. Given current timelines and existing constraints, SLTX is tentatively scheduling end-of-life of the Electronic Filing System (EFS) as May 1, 2023.

To avoid issues once EFS is gone, SLTX urges you to sign up for group education sessions for training and questions regarding the new system. Select training sessions by following this link or request an individualized training session tailored to your agency’s business/workflows or API filing questions here. We look forward to assisting you!

API, Report, Advanced Search, Manual Data Entry, and Export capabilities are attached for your convenience.