Branded Google Workspace
Domain-based email, admin setup, core security settings, SPF/DKIM/DMARC guidance, and Vault-oriented retention configuration.
Built for independent health insurance agents
A compliance-ready digital office, without the IT headache.
Bonafidus helps agents launch branded email, a professional web presence, secure intake workflows, and long-term record organization designed around ACA and Medicare sales processes.
Secure email
Professional website
Consent records
Retention-ready
Agent Office Status
Google Workspace
Email, Drive, and Vault configured
Ready
Consent Workflow
Consumer consent and review records
128
Website
Branded pages and approved disclaimers
Live
Record Vault
Organized for long-term access
10 yr
Compliance-aware
Workflow-first records, not random folders.
Secure by design
Structured around controlled access and retention.
Professional presence
Branded email, website, and digital credibility.
Managed setup
Less configuration work for busy agents.
The problem
Independent agents are being asked to operate like regulated digital businesses.
Many agents still rely on personal email, basic web forms, carrier portals, screenshots, PDFs, and spreadsheets. That may work when everything is quiet, but it creates risk when customers ask questions, carriers request documentation, or CMS-related records need to be produced later.
Bonafidus is designed to give agents a practical foundation: a real domain, secure email, a professional website, structured consent capture, organized document storage, and workflows that make records easier to find when needed.
Core system
Everything needed to stand up a professional agent office.
Professional website
A clean, fast website with agent profile, service pages, disclaimers, contact routing, privacy pages, and launch support.
Consent capture
Structured workflows for capturing consumer consent and application review confirmations with timestamps and archive-ready records.
Record vault
Organized storage for key customer records, consent PDFs, website versions, agent documents, and compliance support materials.
Audit-ready exports
Simple export packages that help agents respond faster when documentation needs to be reviewed or produced.
Human setup support
Done-with-you onboarding for domains, DNS, email, website copy, account access, and baseline operating procedures.
Why Bonafidus
Not another generic website builder.
Bonafidus is built around the real operating model of independent insurance agents: trust, documentation, communication, and continuity.
TrustPresent professionally from the first email and first form.
ComplianceCapture records in a structured, repeatable process.
SecurityReduce reliance on scattered files and personal accounts.
ContinuityKeep agent records organized as the business grows.
Early access
Beta packages for the first agent offices.
Professional Office
$149/mo
For agents who need branded email, a professional web presence, and basic record organization.
- Google Workspace setup
- Branded email domain
- 3-page website
- Baseline retention structure
Compliance Office
$249/mo
For ACA and Medicare-focused agents who want secure workflows and better long-term records.
- Everything in Professional Office
- Consent capture workflow
- Application review confirmation workflow
- Audit-ready record organization
Agency Office
Custom
For small agencies that need shared standards across multiple agents, domains, or offices.
- Multi-agent setup
- Shared drives and permissions
- Manager reporting
- Custom onboarding support
Pricing shown is for early validation and may change. Google Workspace licenses, domain fees, migration work, and specialty compliance services may be billed separately depending on setup.
Get started
Want to be one of the first Bonafidus agent offices?
Tell us what you are using today and we’ll follow up with the best setup path.