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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 develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 05/06/2018

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