Monthly Insights for Agents, Partners and Industry Insiders
With Q1 complete and momentum building, April is about evaluating what is working and doubling down on growth. Join us at Medicarians 2026 and LeadsCon 2026 in Las Vegas and explore spring engagement strategies inside.
Welcome to Volume 7 of On The Pulse. April is where momentum becomes measurable. With Open Enrollment behind us and Q1 in the books, this is the time to evaluate what is working, refine your approach, and double down on the strategies that drive long-term growth.
At Heathos, we are focused on strengthening the tools, support systems, and partnerships that help agents stay consistent throughout the year, not just during peak seasons.
We are also looking ahead to two major opportunities to connect in person. Our team will be attending Medicarians 2026 and LeadsCon 2026 in Las Vegas. These events are a chance to share what we are building, hear directly from agents, and explore new ways to collaborate. We encourage you to come see us there.
In this issue, we focus on spring engagement strategies, early retention signals, and what you can expect when you meet us at these upcoming events.
Warm regards,
CEO, Heathos
April 2026
This is a common time for agents and agencies to stay visible and valuable to their members:
Starting with 5 partners. Built for your entire agency.
We are kicking off the next phase of Pulse 2.0 with a select group of five agency partners and beta testers. Pulse 2.0 is a modern, intuitive dashboard experience designed for speed, clarity and control.
What you will gain:
5 New Dashboards:
One platform. One source of truth. Built for how your business runs today.
Agents who maintain regular communication with their members see stronger retention and fewer service issues. A simple check-in can make a lasting impact.
We have an important update regarding licensing compliance. Please review the key actions and deadlines below, as action may be required.
We are conducting a state-by-state audit of agency licenses. State Departments of Insurance require agencies to maintain an active license in each state where they market, solicit, sell, or service insurance products, and our Producer Agreement requires these licenses to remain in good standing. In addition, the agency must hold an active license in a state before any licensed agent affiliated with the agency may market, solicit, or sell insurance in that state.
Agency Schedule
Additional states will be communicated as the audit progresses. Agencies may submit updated licensing documentation for any state at any time, even if it is not yet part of an audit wave.
If any required licenses are missing, please begin the application process and provide proof of submission before the applicable deadline.
If seeking to obtain licenses in multiple states, streamline the process by using centralized licensing platforms (NIPR or Sircon). Most states have a 24-hour processing turnaround time.
If you have additional questions or need assistance with state licensing requirements, our Licensing team at Licensing@firstenroll.com is available to help.
Thank you for your prompt attention and continued partnership.
The first 90 days of coverage provide early indicators of long-term retention. Members who understand their plans and feel supported are more likely to stay engaged.
Today consumers expect clear, simple communication. Agents who can explain benefits in plain terms will stand out and build stronger trust.
CMS continues to emphasize timely reporting of life changes to avoid eligibility or subsidy issues later in the year.
We encourage you to stop by, meet the team, and explore how we can support your growth.
Las Vegas • April 20–22, 2026
Medicarians brings together leaders across the health and senior market to discuss innovation, compliance, and growth strategies. At this event, you can expect:
Las Vegas • April 22–24, 2026
LeadsCon is focused on performance marketing, lead generation, and customer acquisition. When you visit us, you will find:
The following resources are provided for general industry awareness and professional development.
Important Dates and Events for April 2026
Ideal checkpoint to review your spring outreach progress and adjust your member engagement strategy.
The Fontainebleau, Las Vegas. Join us for Medicare and senior market insights, compliance discussions, and in-person connections with the Heathos team.
MGM Grand, Las Vegas. Explore performance marketing, lead generation strategies, and how Heathos connects marketing, enrollment, and operations.
Start mapping out your summer engagement strategy to keep members connected and identify growth opportunities through Q3.
Take a quick mental break with these fun puzzles
Important links and resources - Quicklinks to bookmark
Access over 30 training modules covering product knowledge, compliance, and sales techniques. Complete certifications at your own pace.
Real-time data & compliance tools. Your centralized command center for performance tracking, training, and compliance management.
National Insurance Producer Registry - Streamlined insurance licensing and compliance monitoring for insurance professionals across all states.
Get personalized assistance from our dedicated agent support team. Whether you need help with enrollment processes, commission questions, or technical support, we're here to help.
📞 Telephone: 732-440-8600
📧 Email: agents@firstenroll.com
