SMART Release Updates October 2021

Oct 27, 2021 | Procedural Updates

The October 2021 SMART release includes export capability which allows users to export any Advanced Policy search results in a CSV/Excel format. The full export contains all data points included and/or required with your filing submissions such as Coverage, Insurer, Policy Limit, or Reference/Custom ID. A basic export comprised of primary / basic data points is also included. Users will no longer have restrictions downloading monthly ASCII files for reconciliation, research, or analysis, and both export functions will allow users to view, download, and/or reconcile at any point during the month or year. The sections of the Agent User Guide which specifically pertain to October changes can be found here.

For your convenience, included are previous SMART releases  API, Report, and Advanced Search. Testing is currently underway for External Filing to add the ability to manually input transactions within SMART. The first transactions (New and Renewal Policies) are expected in the November release.

Note: all current processes and procedures in EFS remain available and both systems will work concurrently until all features in SMART are fully delivered in 2022.

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

SMART’s Agent User Guide is updated with each release and may be obtained directly from SLTX’s TechSupport team for any agency ready to utilize SMART’s features. Contact SLTX Tech Support by email or phone (512) 531-1880 or (800) 681-5848 with any questions.