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Get Started in Three Steps

Welcome to Mulligan! This guide will help you create your account, explore the dashboard, and try your first feature.
What you’ll need:
  • Email address
  • Company/organization name (or select “Personal Account”)
1

Create Your Account

Navigate to app.usemulligan.com and click “Sign Up”.

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Sign Up Process

  1. Enter your email address and create a password
  2. Choose your organization name:
    • Enter a custom organization name (e.g., “Smith Insurance Agency”)
    • OR select “Personal Account” if you only plan on using Mulligan individually
  3. Complete your profile
  4. You’re now logged in with your own organization
You’ll start with 10 free credits each month to try the platform - no credit card required!

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Understanding Organizations

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
  • Initially, you’re on the ‘Pay as you Go’ plan with 10 free credits monthly
  • You can upgrade or buy more credits anytime from the billing section
2

Explore the Dashboard

After signup, you’ll land on the Dashboard - your command center.

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Quick Action Cards

Four large action buttons let you jump into key workflows:
  • Submissions - Manage submission documents
  • Generate Quote - Create new insurance quotes
  • Check Policies - Upload and compare policies
  • Track Commissions - Upload commission statements

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Usage Statistics

See your monthly activity:
  • Submissions processed
  • Quotes generated
  • Policies uploaded
  • Commission statements analyzed

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Recent Activity

View your most recent actions across all modules with real-time status updates.
The dashboard updates automatically - no need to refresh manually!
3

Try Your First Feature

Ready to see Mulligan in action? Choose a feature to try:

Generate a Quote

Request quotes from 30+ carriers automatically

Compare Policies

Upload policies and find coverage gaps

Create Submission

Build submission packages with AI validation

Track Commissions

Extract data from commission statements

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Next Steps

On the Team Plan, you can invite colleagues to collaborate. Learn more in Team Management.
Every action costs credits. Learn how the credit system works in Billing Overview.
Update your profile, payment methods, and organization settings in Settings.
Maximize your efficiency with tips in Best Practices.

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Need Help?

Visit our support resources

Find answers to common questions or contact our team