SMART Release Updates March 2021

Mar 29, 2021 | Procedural Updates

Because of the nearly week-long power outage in mid-February, SLTX did not have a SMART release during that month. The March 2021 SMART release primarily includes a Report Landing page which will be available for all External Filers through the SMART application. This will allow those users to directly obtain the following monthly reports: Monthly Invoice, Detail Policy Activity Report, Policy Transaction Activity Report, and when appropriate, the Outstanding Ineligible Report, and Duplicate Policy Report. You will also be able to pay invoices, via credit card or ACH payments, through the SMART application. Online filers will continue to receive their reports via the existing Electronic Filing System (EFS) portal in the original format. Please note that all current EFS processes and procedures will continue to be available and both systems will remain functional and work concurrently until the entire suite of features in SMART are fully delivered which is expected to be in 2022.

Additionally, improvements were made to various reports to reduce overall spacing and to better handle specific data-related scenarios. The March 2021 release also includes features which are specific to SLTX’s Internal Filing (work assignments relating to and the processing of mailed transactions), additional search capabilities, as well as various bug fixes relating to previously released features.

As work continues on the Internal Filing features, SLTX is looking forward to the release schedule which will include External Filing (or the ability to manually input transactions within SMART). As we enter the planning stages, SLTX will resume round table or focus group discussions with current users of SLTX’s Electronic Filing System (EFS). Please stay tuned and be on the look-out for additional communications within the next few weeks regarding this schedule and feature sets to be discussed.

As a reminder, SLTX has already released portions of its new online filing system, SMART. This includes filing features that are specific to automated or “programmatic” filers as these filing methods make up the largest majority of the transactions filed with SLTX. Beta testing is ongoing and feedback by automated filing broker users is strongly encouraged as broker testing is the primary mechanism to ensure data-related scenarios are handled effectively and efficiently. If you, as an automated filer, have not requested the updated Technical Reference and User Guides or are ready to resume beta testing, please contact the SLTX Tech Support team by email.

With each new release or significant deployment, additional notifications will be sent to existing users of SLTX’s Electronic Filing System (EFS). These notifications may also be found directly on our website under News>Procedural Updates.

Please contact the SLTX Tech Support team by email or phone at (512) 531-1880 or (800) 681-5848 with any questions.