Sales Tools and Marketing Materials
Materials order form
Order printed sales materials and promotional items from a convenient online portal. We’ll prepare the items and ship them to you, so you always have the materials you need, where and when you need them.
Event registration form
Please remember to register all your Clever Care-focused events as required by CMS. We are ready to help you with sales materials, event marketing, giveaway items, and more.
FEMA special enrollment periods
When disasters affect your clients, knowing which SEPs are in effect helps you guide clients through enrollment options and maintain continuity of coverage when it matters most.
Member Wellness
Preventive care rewards
Help your members earn healthy rewards by completing preventive care screenings. Download and share the HRA forms below, which are available in five languages.
Broker Portal
Broker portal overview
Your broker portal is packed with powerful resources to help you close more enrollments and serve your clients better.
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Benefit comparison
This one-page tool explains how Clever Care’s unique benefits compare to the competition.
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Benefit highlights brochure
This one-fold document is designed to showcase the benefits that make each Clever Care plan unique.
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Dental overview
What’s covered? What’s not covered? How do you use the dental benefits? This document covers it all.
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Flex overview
From gym memberships to OTC, this document explains our Flex Benefits and how they work.
HRA Incentive Program
Earn up to $180 per new enrollment
Take advantage of our HRA Incentive Program and earn more while helping your clients access the care they need.
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$180
Total+
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$180
Breathe+
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$80
Longevity
