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SMART Release Updates January 2023

Feb 8, 2023 | Procedural Updates

The January release includes ability for API filers to correct errors (tags) and delete errors (tags) through SMART’s user interface, ability to access monthly / annual late filings reports, and an additional Manual Filing (or Data Entry) transaction: Audit Amendment.

The following improvements include:

  • Syncing of legacy (EFS) reports. This allows users to access historical (legacy) reports via SMART until expired (based on SLTX retention policy). It may take 1-2 weeks for all reports to sync / become available.
  • Automated purge of existing (and legacy) reports which exceed SLTX’s retention policy
  • Non-Texas and Exempt Premium added to Advanced Policy Search and Full Export data
  • Improved handling after-action options for Broker’s Sent Invitations
  • Improved handling of credit balance(s) for non-Texas premiums by state or territory
  • Improved messaging when any API data point’s max length is exceeded
  • Improvements for API filers who elect to update FCU (Federal Credit Union) flag
  • Improved context on “Upload Policy Limits” page (additional clarity regarding which policy limits to provide)
  • Updated guidance for “Renewal” and “Installment” transactions
  • Updated field label to reflect “Correct Original Filing”
  • Removed “API” option from Filing menu (providing streamlined Help functions within “Help” menu)
  • Improved handling of long Reference field values from Recent Filings (Data Entry landing page)
  • SMART Connector (v. 1.1.35) improvements (branch / division selection)

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.

At this time, ALL features and/or transactions have been delivered in SMART. As a result, SLTX confirms end-of-life of Electronic Filing System (EFS) as May 1, 2023.

 SLTX will continue to regularly release process improvements and/or enhancements indefinitely.

Visit Training Videos & Guides page to access user guides or supplemental video components for each transaction or feature in SMART. Sign up for a group education session to experience a walk-through of SMART’s features, or request an individualized training session tailored to your agency’s business / workflows or API (automated) filing processes.