The modern money movement platform for insurance

The Functional Finance platform enables insurance operators to manage all aspects of the back office from payments and billing to premium finance and payables

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Money in

Billing, payment processing, and Premium Finance

Digital checkout with intelligent email reminders

Tailored invoices for agency partners and end-insureds

Built-in payment processing (CC, ACH, check, wire)

Integrated Premium Finance via established industry partners

Reporting and reconciliation

Real-time reporting and policy-level reconciliation

Turnkey payables reporting across commissions, carrier payables, taxes and more

Real-time reconciliation with policy level data and systems to keep track of outstanding payments and short pays

API Integrations

Modern RESTful API

API access to all necessary functionality to integrate with external PAS, AMS, and Accounting systems

The FF API is a REST API documented with a provided OpenAPI / Swagger file, consisting of unique endpoints for all actions on objects and events

Why use Functional Finance?

Improved cash collection

Intelligent emails and customer portals enable your clients to pay you more quickly

Lowered operational costs

Let technology do the manual back office work

Time-to-market

No-code configurability. Set up for back office quickly, skipping the lengthy and expensive development project

API accessibility

Integrate directly with PAS, PMS, AMS, and Accounting systems

Become a customer

Bring the power of Functional Finance to your clients. Contact us today to become a customer.

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Frequently asked questions

Everything you need to know about Functional Finance

Is there a free trial available?

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Can I change my plan later?

What is your cancellation policy?

Do you support Agency billing?

Still have questions?

Can’t find the answer you’re looking for? Please chat to our friendly team.