Project management

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 named fields onto the record, not a link to a portal. These are the fields StackGo writes 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)

Every field is optional. What each one holds, and which carry personal data, is set out once 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.

If you use Radius, you probably also use

Want Radius connected?

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Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.