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What is Mulligan?

Mulligan is an AI-powered automation platform designed specifically for insurance brokerages. It streamlines your insurance operations by automating complex tasks across quoting, policy analysis, commission management, and submission workflows.

Quick Start

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Core Features

Explore what Mulligan can do

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Get Support

Find answers to common questions

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Core Features

Transform your insurance operations with AI-powered automation.

Submissions

Create and manage insurance submission documents with AI-validated completeness

Quoting

Generate quotes from 30+ carriers automatically in minutes instead of hours

Policy Checking & Comparison

Compare policies, find coverage gaps, and generate proposals

Commissions

Track and reconcile commission statements automatically

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Who is Mulligan for?

Mulligan is built for:
  • Insurance brokers seeking to automate repetitive tasks like quote requests and policy analysis
  • Brokerage teams looking to improve efficiency and accuracy across quoting, submissions, and commission tracking
  • Operations managers wanting visibility into team activities, credit usage, and team performance
  • Agencies needing to scale operations without proportional headcount increases

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Common Use Cases

Request quotes from 10+ carriers simultaneously for commercial auto, trucking, and general liability risks - reducing manual quoting times from hours to minutes.
Analyze coverage differences between incumbent and renewal policies to identify gaps and competitive advantages.
Extract commission data from carrier statements to reconcile income, track trends, and identify your most profitable carriers.
Create professional proposal packages from policies of your choice using custom templates based on your styling.
Automatically generate complete and accurate ACORD forms and submission packages, reducing errors and missing information that lead to carrier rejections.

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Ideal If You’re

  • Spending too much time on paperwork instead of building relationships with clients and closing deals
  • Wasting 15+ hours per week on repetitive tasks like data entry, form filling, and document review that could be automated
  • Experiencing costly errors from manual data entry, missed information in submissions, or reconciliation mistakes
  • Hitting capacity limits with your current team and needing to grow your book of business without hiring more staff

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Get Started

Start here

Follow our quickstart guide to create your account and explore the platform