Partner program · PAS and AMS plug-ins
Connect the policy system. We run the money behind it.
Build one connector and every Functional Finance client on that PAS or AMS can use it. Your plug-in sends policy events in; invoices, payments and status come back. Functional Finance works with the policy system a client already runs, never in place of it.
Why partner with us
Build once, reuse
Build one connector and every Functional Finance client on that PAS or AMS can use it.
Everything to build with
Once your developer access is approved: a sandbox, API keys, guides, runnable flows, code samples and an MCP server.
Your PAS stays primary
The policy system stays the system of record. Functional Finance runs billing and payments behind it and reports status back.
Who this is for
A systems integrator hired by an MGA or carrier, or the vendor of a policy administration system (PAS) or agency management system (AMS), that builds and maintains the connection to Functional Finance.
Systems integrators delivering client projects
PAS and AMS vendors building a reusable connector
Teams that want the architecture first and a clear statement of work
How it works
The PAS stays the system of record. One policy transaction, end to end.
- Step 1: PAS or AMS to Your plug-in.
Policy transaction
New business, endorsement, cancellation, renewal and more.
- Step 2: Your plug-in to Functional Finance.
Policy event
Each event carries the change (plus or minus), never a new total.
- Step 3: Functional Finance.
Billed
On execution, scheduled from the effective date.
- Step 4: Functional Finance to Insured.
Invoice and payment
Collected, applied and paid out on the platform.
- Step 5: Functional Finance to Your plug-in.
Signed webhook
Invoice, payment and policy status, retried.
- Step 6: Your plug-in to PAS or AMS.
Status updated
Matched by policy and invoice.
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
- Event mapping
- YouMap each PAS transaction to an event type.
- Functional FinanceBills each event against the policy.
- Amounts
- YouSend each change (plus or minus), and return premium explicitly.
- Functional FinanceBills what it is sent; never works out return premium.
- Retries
- YouMake money-moving requests safe to retry; slow down when asked.
- Functional FinanceNever applies a repeated request twice; says when to try again.
Show all 6 areasShow fewer
- Dates
- YouEvents in effective-date order, true effective dates.
- Functional FinanceBills each event on execution, scheduled from its effective date.
- Products
- YouBind to a product version the client authored.
- Functional FinanceKeeps product versions frozen, so results replay.
- Status back
- YouConsume webhooks and exports by policy and invoice.
- Functional FinanceSigns and retries webhooks; shows every attempt.
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: Request access
Ask for developer access to the platform.
Step 2: Scope the work
Agree scope with Functional Finance and the client.
Build
Step 3: Sandbox and keys
A sandbox tenant and API keys, filled through the API.
Step 4: Build
Guides, flows, code samples and the MCP server.
Step 5: Readiness review
The plug-in reviewed against its use cases.
Run
Step 6: Go live
The client's connection switched to live traffic.
Step 7: Operate
Delivery history, spec and changelog followed.
Building a good plug-in
Make every money-moving call safe to retry; the developer portal shows how.
Where a client cannot receive webhooks, poll the read routes and exports instead.
Follow the published OpenAPI spec and changelog with each release.
Questions partners ask
No. The PAS stays the system of record for the policy. Functional Finance runs the billing and payments behind it.
Yes. Once your access is approved you get a sandbox tenant and API keys, and you fill it through the API.
cURL, Python and Node.
Talk to us about building a plug-in
Tell us about the systems you connect and the clients you build for, and we'll be in touch about fit and next steps.