We are an insurance brokerage (PI & D&O) who typically will source quotes from 5 or 6 underwriters, from a listing of about 20. We will then craft a solution for our clients consisting of 1-4 underwriters often layered to meet the clients needs.

It can often get difficult to track who has been approached for a quote, who has responded and (as the sales director) who my staff should have approached.

It would be really neat to see a listing or similar on each deal which we could tick off as each underwriter was approached.

I'm sure we are not the only ones (I imagine anyone dealing with Subcontractors or suppliers would be the same) so curious what others have done?

Thanks