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The platform uses a collapsible vertical sidebar on the left side as your primary navigation tool. The sidebar is organized into three main sections:

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Top Section

  • Mulligan logo - Click to return to dashboard
  • Chevron icon - Collapse sidebar to get more space for your workspace
  • Organization name - Displays your company/org name
The core modules are accessible from the middle section:
Your command center with quick actions, usage statistics, and recent activity timeline.Learn more about the Dashboard
Create and manage insurance submission documents with AI validation.Learn more about Submissions
Generate quotes from 30+ carriers automatically.Learn more about Quoting
Upload, analyze, and compare insurance policies to find coverage gaps.Learn more about Policies
Track and reconcile commission statements automatically.Learn more about Commissions
Connect Mulligan with your existing tools and workflows (Enterprise feature).

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Bottom Section

Account and team management features:
Invite team members to collaborate (Team Plan and Enterprise only).Learn more about Team Management
Control what team members can access (Team Plan and Enterprise only).Learn more about Permissions
Submit support tickets and get help from the Mulligan team.Visit Support Resources
Update your account, billing, payment methods, and organization settings.Go to Settings

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Additional Controls

At the very bottom of the sidebar:
  • Theme toggle - Switch between Light, Dark, and System modes
  • User menu - Shows your email and logout option
Use the Dashboard’s Quick Action Cards to jump directly into workflows without navigating through the sidebar.
Most pages include breadcrumb navigation or back buttons to help you retrace your steps.
You can bookmark frequently used pages in your browser for quick access (e.g., bookmark the Quoting page).
As of now, Mulligan is optimized for desktop browsers and we recommend using a desktop for the best experience. Mobile support is functional but limited and is something that we are working on currently.

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Getting Help

Can’t find what you’re looking for?

Search Documentation

Use your browser’s search (Cmd/Ctrl + F) to find content on the current page

Visit FAQ

Find answers to common questions

Contact Support

Submit a support ticket for personalized help

Best Practices

Learn tips for maximizing efficiency

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Next Steps

Explore the Dashboard

Learn about Quick Action Cards, Usage Statistics, and Recent Activity