Get Contracted

Our mission is to provide culturally sensitive healthcare solutions by offering plans that connect the benefits of Eastern and Western medicine. In addition to our comprehensive plan offerings, we provide in-language support services to our members and our agents. With our recent implementation of EvolveNXT, we are pleased to provide our broker partners with a faster, more innovative, and secure way to manage your Clever Care business.

Complete the form below to initiate the Clever Care agent/agency contracting process today. A member of the Broker Support Team will be in touch with more information. As a contracted agent, you will receive access to our Broker Portal – where you can track your Clever Care book of business, track application statuses, and view commission statements. The broker portal will also have a menu of quick links to online enrollment, marketing materials, and more.

Contracting Requirements: 

To be authorized to sell Clever Care Health Plan, you must complete the requested information.

Clever Care paperwork includes:

  • Current CA State Insurance license – You must have a current California Accident & Health license (must not expire within 45 days of contracting)
  • Signed W-9 (current year)
  • Agent Agreement
  • Errors & Omissions policy attestation – Applicants must attest to Clever Care that E&O coverage is current (must not expire within 45 days of contracting). Your minimum E&O policy must be written for $1,000,000 per occurrence and $1,000,000 aggregate limit. After onboarding, agents are required to continue to maintain active E&O coverage.
  • Assignment of Commissions – If applicable

Annual Certification Requirements

  • Update AHIP
  • Product Training

If you have questions about Clever Care contracting process, email or call (877) 525-3837

Demographic Information

Producer Information