Heathos Pulse: A Smarter Way to Work for Agents and Agencies

Category 1
Business Intelligence

Heathos Pulse is a newly launched intelligence platform designed to equip agents and agencies with real-time insights, integrated tools, and data-driven capabilities. Developed to address long standing inefficiencies across insurance distribution channels, Pulse aims to streamline operations and enable more strategic decision-making.

In an industry where fragmented systems and outdated processes continue to weigh down operations, Heathos Pulse is a modern solution designed to unify and simplify.

 

Addressing Industry-Wide Challenges (add platform screenshots)

Legacy technology and fragmented data sources have contributed to a lack of visibility and agility within agency operations. Heathos Pulse addresses these challenges by delivering:

- Real-Time Access to Key Data: Users gain immediate visibility into client activity, performance metrics, and engagement trends, eliminating the need for time-consuming manual tracking.

- Centralized Workflows: The platform consolidates critical back-office functions, reducing administrative burden and allowing teams to focus on core business tasks.

- Actionable Intelligence: From sales performance insights to book-of-business trends, Pulse offers meaningful data that supports timely and informed decisions.

- Enhanced Collaboration: By offering shared visibility across stakeholders, Pulse promotes greater alignment between agents, agencies, and operational teams.

 

A Strategic Shift in Distribution Enablement
Todd Baxter, Heathos CEO

Heathos Pulse reflects a broader move toward ecosystem thinking within insurance and benefits distribution. By consolidating disparate systems and providing actionable insights, the platform supports more transparent, efficient, and consumer-focused operations.

As our CEO Todd Baxter recently shared, “Heathos Pulse cuts through that clutter. It puts the power of real-time data in the hands of agents and agencies, so they can focus on what matters — growing their business and serving clients.”

 

Platform Availability and Roadmap

Heathos Pulse is currently being rolled out to active agents and agency partners. Additional capabilities and enhancements are planned as part of an evolving roadmap informed by real-world usage and industry feedback.

 

Heathos Pulse is more than a product, it’s a promise!

A promise to remove friction, unlock insight, and deliver the support agents and agencies deserve.

Stay tuned as we continue to expand the capabilities of the platform and bring even more intelligence to the distribution experience.