SMART Release Updates March 2023
As a reminder, ALL features and/or transactions have been available in SMART as of the January 2023 release. End-of-life for Electronic Filing System (EFS) is May 1, 2023.
The March/April SMART release included the following improvements:
- Improvements to placement of “Correct Original Filing” field from Policy and Binder entry screens
- Improvements to Policy Limits field (Context for potentially inaccurate policy limit amounts)
- Phase 1 of Global (email) Notifications integrated into SMART, allowing SLTX to send notifications directly to users
- Improvements to automated purge, sync, and display of reports for all available report categories
- Improvements to guidance shown on Policy Limits Upload page
- Policy Limits Upload will now notify user making submission instead of primary agency contact
- Improvements to “Errors” Section from Policy’s Search result page
- Improvements to API batch posting within Test Environment (better management of transactions submitted “outside of reporting month” error assignment)
SLTX will release process improvements and/or enhancements as available.
Available Manual Filing (or Data Entry) transactions: New or Renewal Policies or Binders; New or Renewal Policy Replacing Binders; Premium Endorsements, Audits, and Installments; Audit Amendments; Cancellations; Reinstatements; Name Change, Policy Number Change, Insurer / Company Change, Expiration Date Change, Inception Date Change, or Other Non-Premium Endorsements; Reversals; Agent/Broker of Record changes; and ability to correct or delete errors (tags).
Visit Training Videos & Guides page to access user guides or supplemental video components for each transaction or feature in SMART. Sign up for a walk-though of SMART’s features tailored to your agency’s business / workflows, or a support session for technical assistance with API (automated) filing or SMART Connector processes.