Monthly Insights for Agents, Partners and Industry Insiders
In this month's newsletter Open Enrollment comes to a close, focusing on what agents need now. We're sharing key post-OE tips, updates on Heathos growth in Florida, and a look ahead to ICMG in February.
Welcome to Volume 4 of On The Pulse. As we close the calendar on January, I want to start by thanking you for navigating one of the most demanding Open Enrollment seasons yet. The final stretch of OE is never easy, and your focus, professionalism, and commitment to your clients continue to set the standard.
January is both a finish line and a starting point. Now that Open Enrollment has come to a close, our focus shifts toward retention, operational strength, and preparing for what's next. For Heathos, that means continuing to invest in our people, our platforms, and the tools that support agents year-round.
Thank you for the trust you place in Heathos. We're excited to build on this momentum together in 2026.
Warm regards,
CEO, Heathos
January 2026
Open Enrollment for 2026 plans ran through January 15. Now that OE is wrapped up, now is the time to:
Astro is our newest four-legged team member and a symbol of how Heathos approaches innovation. Come meet Astro at the ICMG Annual Conference (February 2–4) and see how we continue to support innovation across our organization.
Agent profiles are structured by Agent ID, ensuring proper visibility and access controls:
This ensures the right level of transparency while maintaining appropriate access controls.
Close the Loop Early
Proactive follow-up builds confidence and supports retention. Don't wait for clients to reach out—check in early to confirm their enrollment went smoothly and answer any questions they may have about their new coverage.
CMS continues to emphasize accurate income and household verification. Review your intake forms and documentation practices to ensure compliance and help consumers avoid PTC reconciliation issues.
Post-OE communication is critical to continuity of coverage. Members who receive proactive outreach are more likely to stay enrolled and satisfied with their plans.
Reach out early, confirm enrollments, and set expectations for the year ahead. Retention isn't just about keeping members—it's about building trust and long-term relationships.
FirstEnroll Blog - Start the new year with practical insights and resources for agents and agencies
For more insights and articles, visit Behind the Pulse regularly. We're constantly sharing new content to help agents and agencies stay ahead and thriving.
January 2026 - Important dates and upcoming events
Coverage effective date for many Open Enrollment enrollments. Members who enrolled by December 15 will have their new plans active starting today.
The final day of ACA Open Enrollment for 2026 coverage. Ensure all client enrollments are submitted and confirmed before the deadline.
Join us at the 2026 ICMG Annual Conference. Meet the Heathos team, see our latest innovations including Astro, and connect with industry professionals.
Get personalized assistance from our dedicated agent support team.
Telephone: 732-440-8600
Email: agents@firstenroll.com
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
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