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SMART Release Updates December 2022

Jan 25, 2023 | Procedural Updates

The December release included the following improvements:

  • Ability to (separately) upload policy limit data is integrated in SMART. This provides enhanced security, increased processing speed, and simplified processes with enhanced communication capability.
    • Reminder: Policy Limit field continues to be available within all policy or binder transactions and remains the preferred submission method.
  • Improvements for larger premium/coverage amounts (up to $200M)
  • Improved handling of one-time migration process for legacy Continuous Until Cancelled policies (one time migration) when “duplicated” dummy renewals exist
  • Improvements for API filers who elect to download status of API “Update” transactions
  • Improved handling of child and reversal transactions when parent policy indicates “Purchasing Group”
  • The “Get More Help” option from broker landing page fully utilizes ALL Help features within SMART

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, Inception Date Change, or Other Non-Premium Endorsements; Reversals; and Agent/Broker of Record changes.

The following features or transactions remain outstanding: API filer’s ability to correct errors (tags) through SMART’s user interface, and monthly/annual late filing reports. Features are expected within the next 1-2 release cycles.  All other features and/or transactions have been delivered. As a result, SLTX confirms end-of-life of Electronic Filing System (EFS) as May 1, 2023.

Learn all about SMART from the Training Videos & Guides page. For personalized training, sign up for group education sessions which includes a walk-through of SMART features. Utilize this link or request an individualized training session tailored to your agency’s business / workflows or API (automated) filing.