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Tracking Insurance-Related Exceptions

What are some of the best ways to track insurance-related exceptions?

Some banks use spreadsheets or manual ticklers to track exceptions, relying on dropdown menus and sheet filters to hone in on insurance-related exceptions. An alternate approach utilizes an exception tracking system that's integrated to your core and allows for custom exception grouping (such as insurance documents).

Learn about insurance exception management.


AccuSystems is a leading provider of bank document management and imaging software. Trusted by more than 14,000 community bankers worldwide, the company offers a portfolio of software applications that automate exception tracking, reduce reliance on paper documents, and streamline audits. Chat with us, register for a free webinar, or schedule a risk-free demo. Call today: 800-950-2550.

First published on 05/06/2018

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