Procedural Updates

The December 2024 SMART release included the following:

Improvements:

• Batch Edit Reports (API) are generated substantially faster for exceptionally large API batches, and applied minor layout changes to ensure consistency with similar reports
• Minor layout changes to Month End Reports to better handle visual spacing / gaps
• Cleanup of legacy processes specific to Internal User access / permission
• Resolve type-ahead / search bug with “Mark as Pending” feature for Internal Users

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.

The November 2024 SMART release included the following:

New Features!

• New “reminder” notification(s) added to Broker Landing Page if/when you have a Monthly and Annual Late Filing Report, which adds reminders to suggest when an action may be necessary.
• Additional “Delete” features have been integrated into SMART. Stay tuned as each “Delete” transaction is rolled out and become available over the next few months.
• Phase 1 – cleanup of legacy processes and/or database elements that are no longer utilized in or by SMART

Improvements:

• Increased length of Broker Name, allowing SLTX’s records to match TDI’s data without abbreviation
• Increased length of Class Code description, to further clarify content without abbreviation
• Outstanding Errors (SLRP11-2) Report no longer includes (legacy) non-pending tags that were cleared by a reversal
• Minor UI, label, or context (search field) changes

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.

The October 2024 SMART release included the following:

New Features!

• Phase 2 – improvements to the report logic / layout for the Monthly and Annual Late Filing Report(s). Based on feedback received as part of the 2023 Annual Late Filing Report, SLTX  was able to add improvements to the report logic to accommodate any specific circumstances identified during that review. The improved logic will be applied going forward, starting with the October 2024 Monthly Late Filing Report.

• Additional “Delete” features have been integrated into SMART. Stay tuned as each “Delete” transaction is rolled out and become available over the next few months.

Improvements:

• Further Improved handling of credit balance notification(s) that are caused by reversing or deleting a transaction
• Minor UI, label, or context (search field) changes

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.

The delayed July 2024 SMART releases included the following:

New Features!

• Phase 1 – internal improvements to the Late Filing Report email notification / tracking. Stay tuned as additional improvements to the report logic / layout are rolled out within the next release.
• Additional Policy Audit processes being integrated into SMART. Stay tuned as recognizable features are rolled out and become available over the next few releases.

Improvements:

• Improved handling of errors when editing Broker Contracts (when there has been a TDI Company Number change)
• Improved handling of credit balance notification(s) that are caused by reversing or deleting a transaction
• Improved handling of “feature flags” to ensure SLTX has more flexibility to release new features outside of a regular release schedule (or cycle)
• Minor UI, label, or context (search field) changes

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.

The April 2024 SMART releases included the following:

New Features!

• “Outstanding Errors Report” – new report to remind brokers, whose users have not logged in for more than 30 days, of outstanding errors or tags. This report will be physically mailed.

Improvements:

• Phase 2 of changes to improve posting times for exceptionally large API batch(es)
• More clarity about the requirements between Lloyds and Lloyds’ syndicates, when correcting API submissions that originally omitted Lloyds’ company number
• Remove “appearance” of AOR/BOR change when deleting error / tag(s)
• Better context to users when attempting to “correct” SLTX generated errors (tags) vs. EFS or SMART API generated errors (tags)
• “Duplicated Policy” warning message no longer shows non-policy transactions (that have the same premium as the policy)
• Inception Date Change Endorsement’s “New Inception Date” field is now blank instead of showing current inception date
• Additional broker related data added to “Outstanding Errors / Tags” email, to now include broker name and license, as well as SLTX signature
• minor UI, label, coach mark, and context (search field) changes
• notification/message to users when system is down (from SMART’s log in page)
• database updates

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.