Monthly Insights for Agents, Partners and Industry Insiders
As we move into the second half of the year, June is about consistency, engagement, and building on the momentum from conference season. Inside, find summer strategy tips, a Pulse 2.0 update, and key dates ahead.
Welcome to Volume 9 of On The Pulse. As we move into the second half of the year, June is a reminder that strong businesses are built through consistency.
The conversations we started during conference season are now turning into real partnerships, new opportunities, and long-term initiatives. At Heathos, we remain focused on creating a connected ecosystem that helps agents grow efficiently while continuing to support members with clarity and confidence.
This month, we share updates on Pulse 2.0, summer engagement strategies, and lessons we continue to carry forward from Medicarians and LeadsCon.
Thank you for continuing to grow alongside us.
Warm regards,
CEO, Heathos
June 2026
Summer is often an important time for agencies to maintain member engagement:
Consistent communication throughout the summer creates stronger long-term relationships.
Urgent Action
A state-by-state audit of agency licenses is currently underway. High-volume states such as NY and CA are experiencing longer-than-expected turnaround times due to local agency backlogs.
Agencies and agents must maintain active licenses in every state where they market, solicit, sell, or service insurance products.
Review LicensingPulse 2.0 is officially live, delivering an enhanced experience today — with even more improvements on the way, driven by your feedback.
This latest release upgrades the Member Dashboard, offering a clearer, more consistent view of member and policy performance. New month-over-month reporting capabilities make it easier to track key metrics across both agencies and sub-agencies.
Ready to see it in action?
Connect with your Account Manager today to schedule a demo and get access to explore everything Pulse has to offer.
The agents who build the strongest retention are often the ones who communicate before members need assistance. Proactive education creates trust and reduces confusion later.
As summer begins, many consumers experience life changes that impact coverage needs, including relocations, employment changes, and family transitions.
Conversations across the industry continue to focus on retention, operational efficiency, and creating better member experiences through simpler communication.
CMS continues to emphasize timely reporting of qualifying life events to help avoid delays or eligibility issues.
Pulse 2.0 | Where your data comes to life.
Pulse 2.0 is gaining momentum, giving agency partners a simpler, smarter way to track reporting and performance. It brings greater clarity and consistency to your data, helping teams spot trends and act faster.
Why it matters:
One platform. One source of truth. Built for how business runs today.
A few recent reads on retention, scale, and what modern agency growth looks like.
Important dates and checkpoints for June 2026
Review outreach activity, member retention progress, and prepare for Q3 planning.
Start aligning strategies and resources for the second half of the year.
Assess summer engagement campaigns and identify members needing additional outreach before Q4.
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
