Monthly Insights for Agents, Partners and Industry Insiders
With Open Enrollment behind us, February gives us a moment to reflect and refocus. This month, we share updates on Heathos Pulse 2.0, ICMG highlights, and Todd's recognition as a Georgia TITAN 100 executive.
Welcome to Volume 5 of On The Pulse. With Open Enrollment behind us, February gives us a moment to take a breath, reflect, and refocus. The work you did over the last few months mattered. You helped individuals and families secure coverage during a critical window, and that impact extends far beyond enrollment deadlines.
As we move into 2026, our focus shifts to retention, operational excellence, and long-term growth. At Heathos, we are continuing to invest in the infrastructure, technology, and partnerships that help agents succeed well beyond Open Enrollment.
Personally, I'm honored to share that I was recently named a 2026 Georgia TITAN 100 executive. This recognition reflects the work of our entire organization and the partners and agents who trust Heathos every day. Thank you for being part of that journey.
This month, we share updates on our company and highlight our presence at ICMG where we connected with peers and partners across the industry.
Thank you for your continued trust and partnership.
Warm regards,
CEO, Heathos
February 2026
With OE complete, many agents across the industry begin turning their attention to post-enrollment activity and member stabilization. Common focus areas for February may include:
Strong post-enrollment engagement sets the foundation for long-term relationships.
ICMG 2026 in Miami was a strong reminder of how collaborative this industry really is. The conversations, shared ideas, and new relationships reinforced the value of bringing leaders together in one place.
Heathos is proud to participate in events that encourage open dialogue and meaningful partnership. We always welcome the opportunity to connect, listen, and explore ways we can work together moving forward.
We're proud to share that Heathos CEO Todd Baxter has been recognized as a 2026 Georgia TITAN 100 honoree, an award that recognizes top executives for leadership, vision, and organizational impact.
The TITAN 100 program celebrates leaders who demonstrate exceptional influence in their industry and communities. Todd's recognition reflects the continued growth of Heathos and the collective work of our employees, partners, and agents nationwide.
As Heathos continues to expand its technology, operations, and national presence, this milestone reinforces our mission: empowering agents through better tools, stronger support, and forward-thinking solutions.
Congratulations, Todd, and thank you to our entire community for helping make this possible.
Stay Proactive
February is the ideal time to check in with members. A simple outreach to confirm coverage and answer questions helps reduce confusion and improves satisfaction.
Industry trends indicate that the first 60 days after coverage begins are critical. Members who receive early education and outreach are more likely to remain engaged and retain coverage.
CMS continues to emphasize accurate documentation and timely updates for life events to help avoid downstream issues.
Clear explanations and simple follow-up materials remain one of the most effective tools for improving member confidence and long-term retention.
Introducing Heathos Pulse 2.0 - A simpler, more focused reporting experience
Heathos Pulse 2.0 is relaunching in Q1 2026. We'll be reaching out to our top partners first.
We're focused on a simpler, more focused reporting experience—reducing tabs and dashboards and centering on Top 5 views to improve partner clarity and usability.
Track member retention and plan persistency over time. Visualize how your book of business performs across different revenue segments and retention rates.
The following resources are provided for general industry awareness and professional development.
Important Dates and Events for February 2026
End of initial post-enrollment review period for many agencies
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
Coming Soon
Highlights and takeaways from the conference
Fresh learning materials for agents
Continued innovation and platform updates
