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General Questions

Mulligan is an AI-powered automation platform designed specifically for insurance brokerages. It streamlines insurance operations by automating quoting, policy analysis, commission management, and submission workflows.Learn more about Mulligan
Yes. Mulligan is fully hosted and cloud-based. Access it at app.usemulligan.com from any browser. No installation or downloads required.
Mulligan is optimized for desktop browsers. Mobile support is functional but limited. We recommend using a desktop or laptop for the best experience.Mobile optimization is planned for future updates.
Yes. All data is encrypted in transit (TLS/SSL) and at rest. Integration credentials are encrypted separately with additional security layers.Mulligan follows industry-standard security practices and is compliant with data protection regulations.
Yes. You can:
  • Export policy comparisons to Excel
  • Export commission data to Excel
  • Request full data exports from support
  • Use the API for programmatic data export (Enterprise only)
Contact support for bulk data export requests.

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Features & Capabilities

Mulligan currently integrates with 30+ carriers across:
  • Commercial Auto
  • BOP (Business Owners’ Policy)
  • WC (Workers’ Compensation)
  • GL (General Liability)
  • Trucking
  • Professional Liability
More carriers are added regularly. Enterprise clients can request specific carriers to be prioritized.Learn more about quoting
  • Policies: PDF only
  • Commission statements: PDF, Excel (.xlsx, .xls), CSV
  • Submission documents: Various formats (PDF, Word, Excel)
For best results, use native digital files rather than scanned images.
There is no hard limit on the number of policies you can compare side by side.However, we recommend comparing no more than 4 policies at a time for best readability and user experience.Learn more about policy comparison
Yes. Upload a sample proposal with your logo, colors, and layout. Mulligan will extract your styling and use it for all future proposals.This is a one-time setup that saves hours of manual formatting.Learn more about proposals

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Billing & Plans

For billing-specific questions, see our Billing FAQ.
No. You can start with the Pay as you Go plan (10 free credits/month) without entering any payment information.Payment is only required when upgrading to a paid plan or purchasing additional credits.
Yes. You can cancel your subscription at any time from Settings → Billing. You’ll retain access until the end of your current billing period, then drop to Pay as you Go (10 free credits/month).Learn more about cancellations
Plans differ primarily in monthly credit allocations:
  • Pay as you Go: 10 free credits
  • Plus: 40 credits for $20/month
  • Pro: 360 credits for $200/month
  • Team: 2,010 credits + unlimited team members for $999/month
  • Enterprise: Unlimited credits + integrations, custom pricing
Compare plans in detail

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Team & Collaboration

Team member invitations are available on Team Plan ($999/month) and Enterprise only.Free, Plus, and Pro plans are single-user.Learn about inviting team members
You can grant or revoke access to specific modules for each team member:
  • Submissions
  • Quoting
  • Policies
  • Commissions
  • Integrations (Enterprise)
  • Invite Members
Permissions are all-or-nothing per module (no view-only or edit-only).Learn about permissions
Yes. All team members draw from the organization’s shared credit pool. Credits are organization-level, not user-specific.You cannot track which team member used which credits.

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Technical Questions

Mulligan works best on:
  • Google Chrome (recommended)
  • Firefox
  • Safari
  • Microsoft Edge
Use the latest version of your browser for best performance.
Yes, but API access is available only for Enterprise plans.The API allows you to:
  • Programmatically upload policies and request quotes
  • Extract data for integration with your systems
  • Build custom workflows and automations
Yes, via the Enterprise plan.Enterprise customers get:
  • Custom integrations with AMS systems (AMS360, Applied Epic, HawkSoft, etc.)
  • CRM integrations (Salesforce, HubSpot, etc.)
  • Accounting software sync (QuickBooks, Xero, etc.)
  • API access for custom integrations
Contact us about Enterprise
Mulligan uses advanced AI models to:
  1. Read policy PDFs and extract key information (limits, deductibles, premiums, exclusions, etc.)
  2. Parse commission statements to structure financial data
  3. Fill out carrier quote forms automatically from your documents
  4. Identify coverage differences and gaps (“wedges”) between policies
Extraction accuracy is high but always review critical details manually before sharing with clients.

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Support & Resources

Support options depend on your plan:
  • Pay as you Go: Community support (48-72 hour response)
  • Plus/Pro: Email support (24 hour response)
  • Team: Priority email support + dedicated account manager (12 hour response)
  • Enterprise: Dedicated support team with SLA guarantees (4 hour response)
Submit tickets via the Support link in the sidebar or email [email protected].
  • All plans: Self-service documentation and guides
  • Team plan: Onboarding call with account manager
  • Enterprise: White-glove onboarding with dedicated training sessions for your entire team
We also have video tutorials and guides available in the platform.

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Feature Requests & Feedback

Yes! We welcome feature requests. Submit them via:
  • Support tickets in the platform
  • Email to [email protected]
  • Direct communication with your account manager (Team/Enterprise)
Enterprise clients get priority for feature requests and can influence our roadmap.
Yes. Submit carrier requests via support. Enterprise clients can request specific carriers to be prioritized for integration.We continuously add new carrier integrations based on customer demand.
We release updates regularly:
  • Bug fixes: As needed
  • Minor features: Monthly
  • Major features: Quarterly
Enterprise customers get early access to beta features.

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Still Have Questions?

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Troubleshooting

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