Announcing Clever Care’s HRA Incentive Program.

Take advantage of our HRA Incentive Program and earn more while helping your clients access the care they need.

Earn up to $180 per new enrollment: $180 for Total+, $180 for Breathe+, and $80 for Longevity.

Join Our Online Broker Trainings Now on Zoom!

We’re excited to share our online training sessions are now being hosted on Zoom, providing a more seamless and interactive learning experience. These sessions are designed to provide you with the knowledge, tools, and support you need to succeed in 2026. From benefit highlights to system walkthroughs, we’ve got you covered.

We’re also excited to introduce two new classes focused on our Marketing Storefront portal, as well as our Provider and Formulary Search tools.

In addition, we offer 2026 Medicare Enrollment Periods Training sessions in Mandarin, Korean & Vietnamese, available once per month.

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

April 2026

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Medicare Enrollment Periods Training – In Mandarin
10:00 am - 11:00 am
在本次重要的培訓課程中,我們將說明聯邦醫療保險 (Medicare) 鎖定期間 (Lock-In period) 可使用的投保期間,並提供必要知識,協助您幫助受益人順利加入福全健保計劃。 本課程內容: 將詳細說明最常使用的特殊投保期間(SEP),以協助受益人完成投保,包括: 初始投保期(IEP)、年度投保期(AEP)、特殊投保期(SEP)、開放投保期(OEP) 加州醫療補助計劃(Medi-Cal)/低收入補助(LIS) 搬家 失去雇主提供的保險計劃 加入慢性病特殊需求計劃(C-SNP) 如何有效運用這些特殊投保期間(SEP)的策略,確保受益人不會錯失投保機會。 期待與各位在課程中見面,並協助您充分掌握這些寶貴的投 , ...
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Clever Care – Broker Portal Training
10:00 am - 10:30 am
Join us for an in-depth demonstration of our enhanced Broker Portal, designed to give you the foundational knowledge of how and why to use this essential tool. This training will help you navigate the portal with ease, ensuring you can maximize its features to support your business. What We’ll Cover: A comprehensive r , ...
2026 Plan Benefits Training
3:00 pm - 4:00 pm
In this detailed session, we’ll explore Clever Care’s four 2026 plans and give you the knowledge and strategies to confidently present them to your clients. This training will provide a strong foundation for each plan, ensuring you’re prepared to highlight the value and unique advantages Clever Care offers. What We’ll , ...
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Medicare Enrollment Periods Training
10:00 am - 11:00 am
In this valuable training session, we’ll review the Medicare Enrollment Periods available during Medicare’s Lock-In period, providing you with the essential knowledge to help beneficiaries successfully enroll in a Clever Care plan. What We’ll Cover: A detailed overview of the most commonly used Special Enrollment Peri , ...
Clever Care Marketing Storefront
2:00 pm - 2:45 pm
You’re invited to join our upcoming training session where we will guide you through our Marketing Storefront website. This course is designed to provide you with the foundational knowledge needed to create personalized materials and place orders with ease. What We’ll Cover: Overview of the Marketing Storefront websit , ...
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Clever Care 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
2:00 pm - 3:00 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 our chronic special needs p , ...
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Clever Care’s Provider Search Tool & Formulary Overview
3:00 pm - 4:00 pm
You’re invited to join our upcoming training session where we will guide you through our Provider Search Tool and Online Formulary Lookup. This course is designed to provide you with the knowledge needed to easily search for PCPs, specialists, acupuncturists, and prescriptions. What We’ll Cover: Overview of the Provid , ...
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Clever Care – Broker Portal Training
10:00 am - 10:30 am
Join us for an in-depth demonstration of our enhanced Broker Portal, designed to give you the foundational knowledge of how and why to use this essential tool. This training will help you navigate the portal with ease, ensuring you can maximize its features to support your business. What We’ll Cover: A comprehensive r , ...
2026 Plan Benefits Training
3:00 pm - 4:00 pm
In this detailed session, we’ll explore Clever Care’s four 2026 plans and give you the knowledge and strategies to confidently present them to your clients. This training will provide a strong foundation for each plan, ensuring you’re prepared to highlight the value and unique advantages Clever Care offers. What We’ll , ...
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Medicare Enrollment Periods Training
10:00 am - 11:00 am
In this valuable training session, we’ll review the Medicare Enrollment Periods available during Medicare’s Lock-In period, providing you with the essential knowledge to help beneficiaries successfully enroll in a Clever Care plan. What We’ll Cover: A detailed overview of the most commonly used Special Enrollment Peri , ...
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April 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