Monthly Insights for Agents, Partners and Industry Insiders
July marks the halfway point of the year. Inside, find summer engagement ideas, a Pulse 2.0 update, and everything you need to plan for a strong second half and Open Enrollment ahead.
Welcome to Volume 10 of On The Pulse.
July marks the halfway point of the year, and it is an ideal time to pause, evaluate, and prepare for what comes next. The strongest agencies are not waiting for Open Enrollment to begin planning. They are refining processes, investing in their teams, and building stronger relationships with members today.
At Heathos, we continue to enhance Pulse 2.0, expand operational capabilities, and develop tools that help agents spend less time chasing information and more time serving clients.
This month you'll find practical ideas for summer engagement, updates on our technology roadmap, and resources to help position your agency for a successful second half of the year.
Warm regards,
CEO, Heathos
July 2026
Exciting updates are coming to Pulse. Soon, you'll have enhanced visibility directly within the platform, including access to your downline books of business and ACA statements. To get started and access these tools at your fingertips, please connect with your account manager to obtain your login credentials and activate your access.
A quick summer check-in today creates stronger retention tomorrow.
Multi-Factor Authentication (MFA) will be required for all users accessing E123.
MFA adds an extra layer of security by requiring users to verify their identity with a one-time code sent by text or email after entering their password.
MFA helps:
Now is the time to evaluate workflows, staffing, training, and marketing plans.
Please review the 2027 Final Rule Highlights for ACA Agents and Brokers.
Year-round engagement leads to stronger retention and more referrals.
Pulse 2.0 Progress Report
Early partners continue to report improved visibility, cleaner dashboards, and faster reporting.
Recent reads on tech, scale, and what modern agency growth looks like.
Important dates and checkpoints
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.
Need product information? Bookmark this link to access our current list of products in one centralized location.
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
