Best System to Manage Policy Issuance, Quoted, Bound, Follow Up, Ect.

we are currently using Applied for our current accounts. We run off of a server with files for each account. I am constantly having to go into each folder and check to see if the quote has been sent out, then later if the invoice or binder has been sent out, then I will have to go back and check to see if the policy has been issued.

what is the best way to manage all of this? a large spreadsheet that employees check off items? an agency management software? any ideas?

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