Monthly Insights for Agents, Partners and Industry Insiders
September is a month of milestones and preparation. Heathos celebrates its first-ever Inc. 5000 recognition, heads to ITC Vegas with CEO Todd Baxter taking the stage for a Health Connect fireside chat, and keeps agents focused on the final stretch before Open Enrollment.
Welcome to Volume 12 of On The Pulse.
A Month Worth Marking
September brings together two moments that say a lot about where Heathos is today and where we are headed next.
Last month, Heathos was named to the Inc. 5000 for the first time, ranking No. 531 overall, No. 14 in insurance nationwide, and No. 27 among companies in Georgia. I am proud of the recognition, but even more proud of what it represents. Our growth has come from listening to agencies and carriers, investing in people and technology, and connecting specialized capabilities across enrollment, claims, and distribution.
At the end of September, I will also have the opportunity to represent Heathos at ITC Vegas during a Health Connect fireside chat focused on the coverage gap, supplemental health, and the role technology can play in creating more accessible and consumer-friendly solutions. These are exactly the kinds of conversations our industry needs as healthcare costs, consumer expectations, and distribution continue to evolve.
At the same time, Open Enrollment is getting closer. Recognition and industry conversations matter, but our priority remains helping you enter the season prepared, supported, and ready to serve your clients.
Thank you for being part of what we are building.
Warm regards,
CEO, Heathos
September 2026
September is the time to move from planning to final validation. Use the weeks ahead to make sure your people, processes, technology, and client communications are ready before enrollment activity accelerates.
Consider completing an enrollment workflow dry run before the season begins. Testing system access and workflows can expose small process gaps while there is still time to address them.
We're in the final stages of enabling Multi-Factor Authentication (MFA) for E123 users as part of our ongoing commitment to protecting your customer and business information. Once MFA is enabled, any user without contact information on file will be unable to access E123 until their information is updated. Contact agents@firstenroll.com or your account manager with questions.
Before publishing or distributing Open Enrollment marketing, confirm that materials, social content, and consumer communications meet applicable carrier and regulatory requirements. Protect PII and member information at all times, including in screenshots, training materials, and public posts.
Open Enrollment begins November 1. September is the final full month to prepare before the last-minute October push.
Final checks, client communication, and launch readiness.
Heathos at ITC Vegas
Heathos is heading to ITC Vegas, the global gathering for insurance innovation, taking place September 29 through October 1 at Mandalay Bay in Las Vegas. The event brings together insurers, insurtechs, agents, brokers, investors, and technology providers to explore what is next across the insurance ecosystem.
The conversation will examine rising healthcare costs, high-deductible health plans, and the growing need for flexible supplemental health solutions. The panel will also explore how technology can improve awareness, simplify distribution, and create more seamless consumer experiences.
If you will be at ITC Vegas, come connect with the Heathos team and join us for the conversation.
Inc. 5000 Recognition
Heathos has been named to the 2026 Inc. 5000, marking the company's first appearance on the annual ranking of America's fastest-growing private companies.
The recognition follows the continued expansion of Heathos' blended agent model and interconnected capabilities across the insurance value chain. Through FirstEnroll, AdminOne, and Sonic Marketing, Heathos connects enrollment and billing administration, claims administration, and carrier distribution within one broader ecosystem designed to help agencies and carriers operate more efficiently and scale with confidence.
“Making the Inc. 5000 for the first time is a proud moment for everyone at Heathos. Being ranked No. 14 in insurance is especially meaningful because it reflects the progress we have made within our own industry.”Read the Inc. 5000 Announcement
Pulse Product Spotlight
As Open Enrollment approaches, quick access to your data is more critical than ever. Pulse gives agencies a centralized view of performance and reporting, helping teams spend less time gathering information and more time acting on it.
Enhanced visibility into downline books, giving agencies a clearer view of performance and commissions across their organization.
The following resources are provided for general industry awareness and professional development.
The road to Open Enrollment
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.
Open Enrollment season is here, and we want to see this year be your best yet. To guide you through the process, check out your Open Enrollment Tools.
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
Launches, expansions, and enrollment reminders
Affordable Prescription Assistance is a prescription assistance membership which supports qualifying individuals struggling with high medication costs by connecting them to manufacturer-sponsored prescription assistance programs, helping approved members significantly lower their out-of-pocket costs.
Prudential Mosaic Life is an Elevated Wellness Association (EWA) membership package that includes a suite of discount benefits, along with a Term Life Insurance plan underwritten by The Prudential Insurance Company of America.
