Monthly Insights for Agents, Partners and Industry Insiders
Preparation is a competitive advantage. Inside you will find the August readiness checklist, a Pulse 2.0 reporting update, and compliance items to clear before Open Enrollment begins.
Welcome to Volume 11 of On The Pulse.
Preparation Is a Competitive Advantage
Every year, some agencies enter Open Enrollment feeling rushed while others seem calm and confident. The difference is rarely talent. More often, it is preparation.
At Heathos, we have spent the summer enhancing Pulse 2.0, refining operational support, and building tools that help agencies spend less time managing processes and more time serving clients. The work you do now, from training your team to reviewing workflows and reconnecting with clients, lays the foundation for a successful enrollment season.
The goal is not simply to get through Open Enrollment. It is to begin it with confidence.
Warm regards,
CEO, Heathos
August 2026
Reach out before your clients need you. A simple check-in today builds trust long before enrollment begins.
Review appointment status, carrier requirements, and licensing renewals before peak enrollment activity begins.
Final preparation before enrollment begins.
With Open Enrollment just around the corner, many agencies take this time to review and refresh training for accuracy and reinforce compliance best practices. A few proactive reminders today can help ensure a smooth and successful OE season.
Pulse Product Spotlight
Agency Benefit
Spend less time gathering data and more time acting on it.
Building Your Open Enrollment Game Plan
The road to Open Enrollment
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.
Open Enrollment season is here, and we want to see this year be your best yet. To guide you through the process, check out your Open Enrollment Tools.
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
Launches, expansions, and enrollment reminders
We are excited to announce that Stable Guard will go live for sales in Louisiana on Saturday, August 8th, 2026, at 9:00 AM EST. With the addition of Louisiana this brings the sales states for Stable Guard to AZ, AR, GA, LA, MI, SC, TN, WI, and WY. Stable Guard requires agents to be appointed with Pennsylvania Manufactures' Association and licensed in the state of sale.
New product launch coming soon, an employer-sponsored group health plan sponsored through Shoppers Statistics & Research, Corp (SRRC). The purpose of this Plan is to provide part-time remote survey completion associates with access to affordable, ACA-compliant healthcare coverage that emphasizes predictable copays instead of high deductibles. There is no association or network associated with Pax Health.
We've recently seen an increase in enrollment issues due to missing or inaccurate Social Security Numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) for primary applicants and dependents.
Before submitting an enrollment, please take a moment to verify that the SSN or ITIN for each applicant and dependent is complete and accurate. This simple step helps prevent delays in eligibility, benefit fulfillment, and claims processing, ensuring members receive timely access to their benefits.
