We’ve extended our HRA Bonus Program for 2024.  Earn up to $170 for each Health Risk Assessment filed with an effective date between August 1 and September 1, 2024. Click the button below to learn more.

Training

We offer face-to-face and live webinar trainings for a comprehensive understanding of our plans and navigating through our healthcare enterprise solutions.

July 2024

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Clever Enroll Enrollment Portal & HRA Training
2:00 pm - 3:00 pm
In this course, we will review our new Online Enrollment and HRA System. This training is designed to provide our broker partners with the foundational knowledge of how to submit a 2024 Clever Care enrollment application electronically. As part of this training, we will demo a complete step-by-step walkthrough of the e , ...
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EvolveNXT – Broker Portal Training
10:00 am - 10:30 am
Special Enrollment Period (SEP) Workshop
2:00 pm - 3:00 pm
In this course, we will review the Medicare Enrollment Periods available during Medicare’s Lock-In period. This training is designed to provide our broker partners with the essential knowledge around the most commonly used SEP’s to help beneficiaries enroll in a Clever Care plan. As part of this training, we will discu , ...
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July 2024
August 2024
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Your Broker Development Team is here to help

Region 1: LA

Jason Clay

Market Sales Manager

LA County

Lindsey Koh

Broker Sales Manager

LA County

Olivia Edwards

Broker Sales Manager

LA County

Region 2: OC/SD

James Luna

Market Sales Manager

OC & SD Counties

Joy Han

Broker Sales Manager

OC & SD Counties

Region 3: Inland Empire

Robert Serrano

Market Sales Manager

San Bernardino & Riverside Counties

Kevin Morales-Fierro

Community Outreach Specialist (IE)

Leadership

Stephanie Hughes

Director of Sales

Xuan (Sunny) Pham

Provider Growth Sales Manager

Stephanie Chagolla

Broker Support Supervisor

Broker Support