Radius + StackGo

Run compliance from inside Radius. Checks start from a record and the result lands back on the client.

We found no public integration surface for Radius: no Zapier app and no published events.

Project management System of record Not connected yet

Also listed under Practice management

What Radius is

Radius is built specifically for Insurance Agents and Agencies, but every agency does their day to day differently which is why Radius allows for unique customization for each account.

Description supplied by Radius.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

EventWhat StackGo doesWhat comes back
An item moves to an onboarding stageStarts the compliance workflowStatus on the item
A client card is createdSends a verification requestVerification status
The write-back

What StackGo puts back on the record

A Radius connector would write the outcome, the status and a link to the result onto the record by default. These are the fields StackGo can write on the systems it connects to today.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.

Where this sits

Radius is the record. StackGo runs the steps around it.

Every step writes back to Radius, so the client record stays the source of truth.

Want Radius connected?

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Ready to make onboarding minutes, not hours?

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