Partner program · Channel
Offer insurance billing and payments under your brand.
Manage every client from one partner portal, with first-line support from you and the platform supported by us. Each client has its own data, branding, users and keys.
Why partner with us
More to offer clients
Offer insurance billing and payments under your brand to the MGAs, carriers, agencies and premium finance companies you serve.
One partner portal
Manage every client's branding, users, keys and webhooks from one sign-in. Functional Finance supports the platform behind you.
Each client kept apart
Every client has its own data, branding, users and keys, so work for one never reaches another.
Who this is for
An organization that brings several client businesses onto the platform and runs it for them: branding, users and first-line support.
Resellers and distributors
Program managers running programs for several clients
Firms that operate billing and payments on their clients' behalf
How it works
Two clients, one portal: what you do, and where it lands.
- Step 1: You to Partner portal.
Sign in
One sign-in lists every client you manage.
- Step 2: Partner portal to Client A.
Open a client
That client's data, branding and settings open.
- Step 3: You to Client A.
Brand and invite
Logo, colors, templates and users, for this client only.
- Step 4: You to Client A.
Connect
Its own API keys and webhook endpoints.
- Step 5: Partner portal to Client B.
Switch client
The next client opens on its own.
- Step 6: Client B.
Kept apart
Its data, users and keys never reach another client.
Your engineers start from a ready-made prompt
Once your developer access is approved, each program's interface page gives you a ready-made AI prompt: the contract, every key flow and the events, grounded in our API reference, OpenAPI spec and llms.txt.
Paste it into Claude, Cursor, GitHub Copilot, Codex, Windsurf, Replit or Lovable.
See the full interfaceWho does what
- Clients
- YouBring clients onto the platform.
- Functional FinanceGives each client its own tenant, portals and APIs.
- Branding
- YouSet logos, colors, sender details and templates per client.
- Functional FinanceKeeps reserved settings, such as the checkout host and its own mark.
- Users
- YouInvite and manage each client's users.
- Functional FinanceSupports each tenant through audited support sessions.
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- Separation
- YouWork in one client's tenant at a time.
- Functional FinanceKeeps records apart; refuses a request for another client's tenant.
- Integrations
- YouUse one set of API keys and webhooks per client.
- Functional FinanceScopes every key and webhook to its own client.
- Support
- YouGive your clients first-line support.
- Functional FinanceSupports the platform behind you.
The full interface, for approved developers
Contracts, events, error handling and testing flows are in the developer portal, open to anyone whose developer access is approved.
How to become a partner
Agree
Step 1: Apply
Tell us you want to join as a channel partner.
Step 2: Discovery
Your clients, programs and how you support them.
Step 3: Agreement
Terms, including how the platform's mark appears.
Build
Step 4: Your own sandbox
A tenant of your own to learn the platform.
Step 5: Onboard clients
Each client set up with its own data, branding and users.
Run
Step 6: Go live
Clients go live one by one.
Step 7: Operate
Run and support every client from the partner portal.
Keeping clients separate
A tenant is the boundary: no record in one client's tenant points to another's.
Each client's API keys and webhooks reach only that client.
Functional Finance support works in a client's tenant through an audited support session, which cannot invite users or create keys.
Questions partners ask
No. Each client is its own tenant, and the platform refuses any request that crosses from one tenant to another.
You give first-line support. Functional Finance supports the platform behind you.
Talk to us about becoming a channel partner
Tell us about your clients and the programs you run, and we'll be in touch about fit and next steps.