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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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Application Status
Track submitted applications and view current enrollment statuses, including accepted, pending, and incomplete, processing updates.
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Quick Links
Access commonly used tools and resources, including Clever Enroll, Broker Training, enrollment forms, and other broker support resources.
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Book of Business
View and search your enrolled members, download member ID cards, and manage your active book of business.
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Enrollments and Disenrollments
Monitor enrollment activity, disenrollments, and performance trends with easy-to-read metrics on the dashboard.
HRA Incentive Program
Our $250 AEP HRA Incentive is Back.
Earn up to $250 per new enrollment with an effective date of 1/1/2027. Take advantage of our HRA Incentive Program and earn more while helping your clients access the care they need.
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$80
Longevity
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$250
Total+
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$250
Breathe+
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$250
Total Choice+
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$250
Breathe Select+