Announcing Clever Care’s HRA Incentive Program for AEP!

We’re thrilled to announce that we are continuing our Health Risk Assessment (HRA) Incentive. This applies to new member enrollments with effective dates from February 1, 2026, March 1, 2026, and April 1, 2026.

You can earn $180 for Total+, $180 for Breathe+, and $80 for Longevity.

Upcoming Online Trainings

Gear up for a successful 2026 with our latest broker training sessions—designed to equip you with the knowledge, tools, and confidence to excel. From new benefit highlights to hands-on system walkthroughs, we’ve got you covered. In addition, we offer 2026 Benefits Training in-language sessions in Chinese, Korean & Vietnamese, available once per month.

Joey Chadwick
Sr. Medicare Sales Trainer
joseph.chadwick@ccmapd.com

February 2026

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2026 MA Open Enrollment Period Training
10:00 am - 10:30 am
In this essential training session, we’ll explore the selling opportunities that arise during the Medicare Open Enrollment Period (OEP). The goal of this training is to equip you with the knowledge and strategies needed to sell effectively during this important time of the year. What We’ll Cover: How OEP differs from , ...
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2026 Plan Benefits Training – In Korean
10:00 am - 11:00 am
이번 심층 교육 세션에서는 Clever Care의 2026년 네 가지 플랜을 자세히 살펴보고, 고객에게 자신 있게 플랜을 소개하는 데 필요한 지식과 전략을 제공해 드립니다. 이번 교육을 통해 각 플랜에 대한 탄탄한 이해를 바탕으로 Clever Care가 제공하는 가치와 고유한 장점을 효과적으로 전달할 수 있도록 준비시켜 드립니다.   주요 교육 내용: 각 플랜의 작동 방식과 차별화된 특징에 대해 자세히 알아보세요. 저희 플랜을 더욱 특별하게 만드는 보충 혜택 및 동양 의학 관련 혜택에 대한 개요를 확인하세요. 고객에게 최고 품질의 의료 서비스를 제공하는 강력하고 폭 , ...
Clever Enroll Online Enrollment Portal & HRA Training
10:00 am - 11:00 am
We’re excited to guide you through our updated Online Enrollment and HRA System in this upcoming training session. This course is designed to provide you with the foundational knowledge needed to submit 2026 Clever Care enrollment applications electronically, streamlining your process and enhancing your efficiency. Wha , ...
2026 Chronic Special Needs Plans Training
3:00 pm - 4:00 pm
Join us for an engaging training session where we’ll take a closer look at our Breathe+ & Total+ plans—its qualifications, key selling points, and the unique benefits they deliver to members. By the end of this session, you’ll have the tools and confidence to effectively present and sell the Breathe+ plan to your c , ...
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2026 Plan Benefits Training – In Vietnamese
11:00 am - 12:00 pm
Trong buổi đào tạo chi tiết này, chúng ta sẽ cùng tìm hiểu bốn gói bảo hiểm năm 2026 của Clever Care và cung cấp cho bạn kiến ​​thức cũng như chiến lược để tự tin giới thiệu chúng đến khách hàng. Buổi đào tạo này sẽ cung cấp nền tảng vững chắc cho từng gói bảo hiểm, đảm bảo bạn sẵn sàng làm nổi bật giá trị và những lợi , ...
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February 2026
March 2026
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Your Broker Engagement Sales Team is here to help

Region 1: LA

Jason Clay

Market Sales Manager

LA County

Connie Guo

Broker Relations Specialist

LA County

Roy Choi

Broker Sales Manager

LA County

Sandy Wang

Community Outreach Specialist

LA County

Region 2: OC/SD

James Luna

Market Sales Manager

OC & SD Counties

Fatima Mougammadou

Broker Sales Manager

OC & SD Counties

Sunny Myung

Broker Relations Specialist

All Counties

Region 3: Inland Empire

Robert Serrano

Market Sales Manager

Inland Empire Counties

Kevin Morales – Fierro

Community Outreach Specialist

Inland Empire Counties

Leadership

Stephanie Hughes

Director of Sales

Xuan (Sunny) Pham

Provider Growth Sales Manager

Stephanie Chagolla

Broker Support Supervisor

Broker Support