Procedural Updates

The April 2022 SMART release includes additional features for Manual Filing (or Data Entry) transactions: Name Change Endorsements, and Policy Number Change Endorsements. The linked Transaction Entry User Guides can be utilized as necessary 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. Users may now search for and/or view an Insurer’s NAIC Number directly from Data Entry screens. Users may also edit primary / secondary (online filing) contact information within Broker Security. Additionally, an API endpoint was created to return an individual Batch’s Status, and improvements were made for API filings to better handle submissions which reflect AOR changes on parent policies. Lastly, improvements were added to enforce default sort order for Insurer searches, updated Entry Method to promote clarity, and further strengthen password requirements.

As a reminder, SLTX released API filing capabilities, specific to automated or “programmatic” filers. Adequate broker testing is required as it is the primary mechanism to ensure data-related scenarios are handled effectively and efficiently. All automated filers are strongly encouraged to contact SLTX TechSupport by email to obtain Technical Reference and User Guides to begin or resume beta testing.

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 May 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.

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.

The February 2022 SMART release includes a cancellation feature for Manual Filing (Data Entry) transactions. The Transaction Entry User Guide can be utilized as necessary for basic entries that don’t change Agent of Record or apply to continuous until canceled policies. Users may continue to enter New or Renewal Policies or Binders, and Premium Endorsements, Audits, and Installments. Users may now view coverage and class code (exclusive) relationships directly within Coverage or Class Search, and this feature will automatically apply within each entry. Improvements were added to Advanced Policy Search to better handle exact policy number matches and to also include a count of Expected Results before your search is executed. Lastly, additional API (automated filer) features were released. SMART will provide email notifications to the filer when the API batch posting is completed. Furthermore, improvements were added to better manage automated submissions and user access when not approved or authorized to make submissions in the Live Environment due to incomplete testing.

As a reminder, SLTX released filing features specific to automated or “programmatic” filers as these methods make up majority of transactions filed with SLTX. 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 March release:  Reinstatement, 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.

The January 2022 SMART release includes additional features for Manual Filing (or Data Entry) transactions: Premium Endorsement, Installment, Audits, and utilizing the Transaction Entry User Guide as necessary for basic entries that don’t change Agent of Record or apply to continuous until cancelled policies. Users may continue entering New or Renewal Policies or Binders transactions by utilizing the Policy or Binder User Guide as necessary. Secondarily, users now can perform policy search(es) by any value(s) input in the Reference field. Lastly, process and workflow improvements were added to improve clarity with user statuses, to better manage “batches” from a user perspective, and to restrict filing access from users that have elected the “ACH/Online payments only” permission.

Please contact SLTX’s TechSupport team to schedule a discussion on 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 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.

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 within SMART. The following transactions are expected for February release: Cancellation, Reinstatement, 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.

The December 2021 SMART release includes the next round of Manual Filing (or Data Entry) transactions: Renewal Policy or Renewal Binder. Users may now enter New and Renewal Policy or New and Renewal Binder filings in SMART, utilizing the Transaction Entry User Guide as necessary. Secondarily, the release includes significant improvements to coverage and class code “helper tool” which is intended to assist in selecting coverage and class codes in alignment with SLTX’s processes and code selection rules. Based on the coverage code(s) selected, this automated tool will limit the class codes available. Alternatively, if you select the class code first, it will limit the coverage codes available.  

As a reminder, Month End and Year End Reports are available within SMART. After logging in, you may access your reports by selecting “View Reports” from the Reports tile on your Broker Landing page. You will then select “End of Month” or “End of Year” to access these specific reports.  

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 training for you and your agency based on your processes, workflows, and lines of business. 

For your convenience, previous SMART releases  API, Report, Advanced Search, Manual Data Entry, and Export capabilities are attached. Testing continues for External Filing to include additional manually input transactions within SMART. The following transactions are expected in the January release: Premium Endorsement, Audit, Installment, 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. 

The October 2021 SMART release includes export capability which allows users to export any Advanced Policy search results in a CSV/Excel format. The full export contains all data points included and/or required with your filing submissions such as Coverage, Insurer, Policy Limit, or Reference/Custom ID. A basic export comprised of primary / basic data points is also included. Users will no longer have restrictions downloading monthly ASCII files for reconciliation, research, or analysis, and both export functions will allow users to view, download, and/or reconcile at any point during the month or year. The sections of the Agent User Guide which specifically pertain to October changes can be found here.

For your convenience, included are previous SMART releases  API, Report, and Advanced Search. Testing is currently underway for External Filing to add the ability to manually input transactions within SMART. The first transactions (New and Renewal Policies) are expected in the November release.

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

With each new release or significant deployment, additional notifications will be sent 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.