SMART Release Updates – June 2025

The June 2025 SMART release included the following:

New Features!

• Ability to Delete current month transactions (all types including New and Renew): New or Renew policy or binder, Audit, Installment, Premium Endorsement, Other Non-Premium Endorsement, Cancellation, Reinstatement, and Reversals

Improvements:

• Update layout for the Detail Policy Activity (SLRP51-2) End of Month Report to better handle consistent spacing between records/rows on the report
• Ability to manually input various date formats to allow a 2-digit or 4-digit year (example: 01/01/25 or 01/01/2025)
• Improved relationships between cancellations and reinstatements when attempting to add additional transactions to the parent policy
• Add scroll option when creating a New Contract when there are a large number of insurers and/or syndicates in the contract
• Minor UI, label, context (search field) changes and tech debt 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.