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) transactionsNew or Renewal Policies or BindersNew or Renewal Policy Replacing BindersPremium Endorsements, Audits, and InstallmentsCancellationsReinstatements;  Name ChangePolicy Number ChangeInsurer / Company ChangeExpiration 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.