General Best Practices
Stay Organized
Use consistent naming for clients, carriers, and files
Monitor Usage
Check your credit balance regularly to avoid disruptions
Batch Similar Tasks
Upload multiple policies or request multiple quotes at once
Plan Ahead
Buy extra credits or upgrade before busy periods
Submissions Best Practices
Upload complete documents
Upload complete documents
Include all relevant documents upfront: completed applications, loss runs, financial statements, and supplementary information.Why: Incomplete submissions take longer to process and may require additional rounds of AI iteration.
Provide clear coverage requirements
Provide clear coverage requirements
Specify exact coverage types, limits, and deductibles needed.Why: This helps the AI structure the submission accurately and reduces errors.
Review AI-extracted data
Review AI-extracted data
Always review the structured data before finalizing. Correct any errors or omissions.Why: AI is highly accurate but not perfect. Your review ensures submission quality.
Use consistent naming
Use consistent naming
Name your submissions clearly (e.g., “ABC Trucking - GL & Auto 2025”).Why: Makes tracking and searching easier later.
Quoting Best Practices
Provide complete information
Provide complete information
Upload comprehensive documents: completed ACORD applications, 5-year loss history, vehicle schedules (auto/trucking), employee information (WC), and business financial details.Why: More complete information leads to faster quote generation and fewer declines.
Verify field mapping
Verify field mapping
After document parsing, review how information was mapped to carrier fields. Correct any errors before starting the quote.Why: Incorrect mapping leads to declined quotes or inaccurate premiums, wasting credits.
Batch multiple quotes
Batch multiple quotes
Request quotes from multiple carriers at once. Mulligan processes them in parallel.Why: Saves time and allows you to compare options quickly.
Know carrier appetites
Know carrier appetites
Not all carriers quote all risks. Check carrier guidelines to avoid declined quotes and wasted credits.Why: Targeting the right carriers increases success rates and conserves credits.
Policy Management Best Practices
Use consistent naming
Use consistent naming
Name files clearly (e.g., “ABC_Company_GL_2024_Travelers.pdf”) and use consistent client/carrier names.Why: Makes finding policies easier when comparing or searching.
Upload complete policies
Upload complete policies
Include all pages, endorsements, and schedules for accurate analysis.Why: Incomplete policies lead to incomplete comparisons and missed coverage details.
Use 'Unite Similar Items' before presenting
Use 'Unite Similar Items' before presenting
Always run Unite Similar Items before client presentations to normalize carrier terminology.Why: Makes comparisons clearer and more professional.
Run Wedge Finder before meetings
Run Wedge Finder before meetings
Identify coverage gaps and talking points in advance.Why: Prepares you for confident client presentations with clear value propositions.
Create custom proposal templates
Create custom proposal templates
Upload a sample proposal once to ensure all future proposals match your branding.Why: Saves hours of manual formatting and maintains brand consistency.
Commission Tracking Best Practices
Upload statements regularly
Upload statements regularly
Process commission statements monthly or quarterly to maintain up-to-date tracking.Why: Catches payment discrepancies early and maintains accurate financial records.
Use high-quality files
Use high-quality files
Upload native digital statements (PDF or Excel) rather than scanned/printed statements when possible.Why: Better extraction accuracy and faster processing.
Review extracted data
Review extracted data
Always review AI-extracted commission data for accuracy before relying on it for financial reconciliation.Why: Ensures financial accuracy and compliance.
Export for deeper analysis
Export for deeper analysis
Download to Excel for custom analysis, pivot tables, or integration with your accounting system.Why: Enables custom reporting and financial analysis beyond what the platform provides.
Credit Management Best Practices
Monitor your balance regularly
Monitor your balance regularly
Check the UsageTrackingBar frequently. Use the refresh button for real-time updates.Why: Avoids running out of credits mid-workflow.
Plan ahead for busy periods
Plan ahead for busy periods
If you have busy months (renewals, new business pushes), purchase extra credits in advance or upgrade temporarily.Why: Ensures uninterrupted service during critical periods.
Match plan to usage patterns
Match plan to usage patterns
- Occasional spikes? Buy extra credits as needed
- Consistently high usage? Upgrade for better value
Use monthly credits first
Use monthly credits first
Monthly credits expire at period end, while purchased credits last 1 year. The system automatically uses monthly credits first.Why: Maximizes value by ensuring monthly credits don’t go to waste.
Buy purchased credits strategically
Buy purchased credits strategically
Consider buying a buffer of purchased credits even on paid plans as insurance against unexpected usage spikes.Why: Purchased credits last 1 year and provide flexibility without upgrading.
Team Collaboration Best Practices
Set permissions immediately
Set permissions immediately
Configure permissions right after inviting team members. Don’t rely on defaults.Why: Ensures team members only access what they need, improving security and organization.
Define roles clearly
Define roles clearly
Create standard permission sets for common roles (Producer, Accountant, Operations Manager).Why: Consistent permissions across team members with similar roles.
Review permissions regularly
Review permissions regularly
Quarterly review of team member permissions ensures they’re still appropriate as roles change.Why: Maintains security and appropriate access levels.
Provide training
Provide training
Help new team members get started by sharing documentation and providing platform orientation.Why: Reduces mistakes and accelerates team productivity.
Efficiency Tips
Save Time
- Use Quick Action Cards on the Dashboard to jump directly into workflows
- Batch similar tasks - Upload 10 policies at once rather than one at a time
- Leverage Policy Chat - Ask questions instead of reading entire policies
- Export to Excel for custom analysis rather than building reports manually
Avoid Common Mistakes
- Don’t skip document review - Always verify AI-extracted data before submitting
- Don’t upload incomplete documents - Missing information leads to failed processes
- Don’t forget to set permissions - New team members have no access by default
- Don’t wait until you’re out of credits - Monitor usage and plan ahead
Maximize Value
- Use all your monthly credits - They expire at period end
- Buy purchased credits before downgrading - They last 1 year regardless of plan
- Create reusable templates - Upload custom proposal templates once, use forever
- Leverage batch processing - Request multiple quotes simultaneously