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Tracking Insurance-Related Exceptions

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

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).

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Learn about insurance exception management.

Vendor: 

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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