Monthly Insights for Agents, Partners and Industry Insiders
After connecting with partners at ICMG in Miami, March is about turning insights into action. We recap key conference takeaways and highlight how Heathos continues to support growth beyond enrollment season.
Welcome to Volume 6 of On The Pulse. After a strong Open Enrollment season and a great week connecting with partners at ICMG in Miami, March is about turning conversations into action.
The insights we gathered reinforce our focus on better tools, clearer communication, and year-round support for agents and agencies.
Thank you for your partnership and for the conversations we shared in person and throughout the season ahead.
Warm regards,
CEO, Heathos
March 2026
Now is the ideal time to reconnect with members:
Consistent communication now improves retention later.
Heathos attended the ICMG Annual Conference in Miami where we met with partners, agencies, and industry leaders to discuss growth, retention, and smarter operational workflows.
Key themes from the conference included:
We appreciate everyone who stopped by to connect with our team and share ideas.
Pulse activity tracking helps agents monitor engagement and follow-up opportunities across their book of business.
Proactive outreach before issues arise can help reduce service escalations later.
Retention and education remain top priorities across agencies nationwide. The conversations at ICMG reinforced that agents who stay engaged with their members year-round are best positioned for sustainable growth.
Members respond best to clear guidance and regular follow-up communication. Simple, consistent outreach after enrollment helps build trust and reduces service issues before they escalate.
CMS continues to emphasize timely reporting of life changes to help avoid eligibility complications. Agents and agencies are responsible for maintaining appropriate licensure in all states in which they conduct business and may wish to periodically review their licensing status to ensure it remains active and current.
The following resources are provided for general industry awareness and professional development.
Important Dates and Events for March 2026
Ideal checkpoint to reconnect with members and address any post-enrollment questions or concerns.
Launch spring outreach initiatives to keep members engaged and strengthen year-round relationships.
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
