Skip to main content

​
Accessing Mulligan

Mulligan is a fully hosted, cloud-based platform. Access it at: app.usemulligan.com All features, data storage, and processing happen in the cloud - no installation or downloads required.

​
Sign Up (New Users)

If you’re creating a new account:
1

Click 'Sign Up'

Visit app.usemulligan.com and click the “Sign Up” button.
2

Enter your credentials

Provide your email address and create a secure password.
3

Choose your organization name

You have two options:
  • Enter a custom organization name (e.g., “Smith Insurance Agency”)
  • OR select “Personal Account” if you only plan on using Mulligan individually
4

Complete your profile

Fill in any additional profile information requested.
5

Access your dashboard

You’re now logged in with your own organization and 10 free monthly credits!
You’ll start with 10 free credits each month - no credit card required to begin.

​
Login (Existing Users)

If you already have an account:
  1. Click “Login” at app.usemulligan.com
  2. Enter your email and password
  3. Access your organization’s workspace

​
Understanding Organizations

Mulligan uses an organization-based structure that’s important to understand:

​
Key Concepts

  • Every user belongs to one organization
  • Each organization has its own subscription plan and billing
  • Plans and credits are tied to the organization, not individual users
  • Users cannot belong to multiple organizations simultaneously

​
How Organizations Work

  • You automatically create a new organization
  • You are the owner/administrator of that organization
  • You choose the organization name during signup
  • Your subscription plan is associated with this organization
  • Initially you are put on the ‘Pay as you Go’ plan
  • You can always upgrade or buy more credits from the billing section
Available on Team Plan and Enterprise only
  • Users can only join your organization if invited
  • Invitations must be sent by someone with permission inside the organization
  • Invited users join your existing organization (they don’t create their own)
To invite members:
  1. Navigate to Permissions from the sidebar
  2. Click “Invite Members”
  3. Enter their name and email
  4. They receive an invitation to join your organization
Free, Plus, and Pro plans are single-user only. To add team members, you must upgrade to the Team Plan.

​
First Login Experience

When you first log into Mulligan, you’ll see a Welcome Modal that guides you through:
  1. Choosing your organization name - Enter your company/brokerage name, or select “This is a personal account”
  2. Learning about your free credits - You’ll start with 10 free credits each month
  3. Clicking “Continue” - Complete setup and access your dashboard
After completing onboarding, you’ll land on:
  • The main dashboard with your usage overview
  • The left sidebar navigation for accessing all modules
  • Your 10 free monthly credits ready to use
The platform uses a collapsible vertical sidebar on the left side: Top section:
  • Logo and organization name display
Main navigation:
  • Dashboard
  • Submissions
  • Quoting
  • Policy Checking & Comparison
  • Commissions
  • Integrations
Bottom section:
  • Team management
  • Permissions
  • Support
  • Settings
Additional features:
  • Theme toggle - Switch between Light, Dark, and System modes
  • User menu - View your email and logout option
Click the chevron icon to collapse the sidebar for more workspace.

​
Next Steps

Explore the Dashboard

Learn about Quick Action Cards and Activity Timeline

Start Using Features

Try creating your first submission or quote

Understand Billing

Learn how credits work and view subscription plans

Invite Your Team

Add colleagues (Team Plan required)