We’ve extended our HRA Bonus Program for 2024.  Earn up to $170 for each Health Risk Assessment filed with an effective date of May 1st, June 1st, and July 1st 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.

May 2024

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New Clever Enroll 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 - 10:45 am
In this course, we demonstrate our enhanced Broker Portal. This training is designed to provide our broker partners with the foundational knowledge of how and why to use our broker portal. As part of this training, we will review the dashboard, statements, book of business, and how to check application status. This wil , ...
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2024 Benefits Training
10:00 am - 11:00 am
In this course, we will cover, in detail, information about our four HMO Plans; including how to sell them. This training is designed to provide our broker partners with a foundational knowledge of each 2024 plan sold by Clever Care. As part of this training, you will learn how each plan works, our supplemental and eas , ...
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New Clever Enroll 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 , ...
15
EvolveNXT – Broker Portal Training
10:00 am - 10:45 am
In this course, we demonstrate our enhanced Broker Portal. This training is designed to provide our broker partners with the foundational knowledge of how and why to use our broker portal. As part of this training, we will review the dashboard, statements, book of business, and how to check application status. This wil , ...
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Total+ C-SNP Training
10:00 am - 11:00 am
In this course, we will discuss the selling points and qualifications for the Total+ plan. The objective of this training is to provide our broker partners with the necessary knowledge to effectively sell the plan. We will cover the chronic conditions that qualify for enrollment in Total+, as well as the selling points , ...
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New Clever Enroll 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 , ...
22
EvolveNXT – Broker Portal Training
10:00 am - 10:45 am
In this course, we demonstrate our enhanced Broker Portal. This training is designed to provide our broker partners with the foundational knowledge of how and why to use our broker portal. As part of this training, we will review the dashboard, statements, book of business, and how to check application status. This wil , ...
23
2024 Benefits Training
10:00 am - 11:00 am
In this course, we will cover, in detail, information about our four HMO Plans; including how to sell them. This training is designed to provide our broker partners with a foundational knowledge of each 2024 plan sold by Clever Care. As part of this training, you will learn how each plan works, our supplemental and eas , ...
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New Clever Enroll 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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Total+ C-SNP Training
10:00 am - 11:00 am
In this course, we will discuss the selling points and qualifications for the Total+ plan. The objective of this training is to provide our broker partners with the necessary knowledge to effectively sell the plan. We will cover the chronic conditions that qualify for enrollment in Total+, as well as the selling points , ...
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May 2024
No event found!

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

Bill Kao

Broker Sales Manager

OC & SD Counties

Region 3: Inland Empire

Robert Serrano

Market Sales Manager

San Bernardino & Riverside Counties