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

June 2026

SU
MO
TU
WE
TH
FR
SA
31
1
2
3
4
5
6
7
8
9
Medicare Enrollment Periods Training – In Korean
10:00 am - 11:00 am
이번 유익한 트레이닝 세션에서는 메디케어 가입 변경 제한 기간(락인 기간, Lock-In) 동안 활용할 수 있는 다양한 메디케어 가입 기간(Enrollment Periods)을 살펴보고, 수혜자들이 Clever Care 플랜에 성공적으로 가입할 수 있도록 돕기 위한 핵심 정보를 공유할 예정입니다. 주요 내용: 가장 많이 사용되는 특별 가입 기간(SEP) 안내: IEP, AEP, SEP, OEP Medi-Cal(메디칼)/LIS 이사 직장 보험 상실 만성 특수 필요 플랜 가입 SEP를 효과적으로 활용하여 수혜자들이 가입 기회를 놓치지 않도록 돕는 전략. 트레이닝 , ...
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 , ...
10
2026 Plan Benefits Training
10:00 am - 11:00 am
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 , ...
2026 Medicare Basics Training
3:00 pm - 4:00 pm
Empower Your Knowledge. Enhance Your Client Support. Join us for Medicare Basics, a foundational training course designed specifically for our broker partners. Whether you’re new to Medicare or need a refresher, this interactive session will provide the essential knowledge you need to confidently guide your clien , ...
11
2026 Chronic Special Needs Plans Training
10:00 am - 11:00 am
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 , ...
Medicare Enrollment Periods Training – In Vietnamese
2:00 pm - 3:00 pm
Trong buổi đào tạo hữu ích này, chúng tôi sẽ điểm qua các Giai Đoạn Ghi Danh của Medicare trong thời gian “Khóa” (Lock-in), cung cấp cho quý vị những kiến thức quan trọng để giúp người thụ hưởng ghi danh vào chương trình bảo hiểm của Clever Care. Nội dung chính: Tổng quan chi tiết về các Giai Đoạn Ghi Danh , ...
12
13
14
15
16
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 , ...
Clever Care Online Enrollment Portal & HRA Training
3:00 pm - 4:00 pm
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 , ...
17
Clever Care Marketing Storefront
10:00 am - 10:45 am
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 , ...
Medicare Enrollment Periods Training
3:00 pm - 4:00 pm
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 , ...
18
Clever Care – Broker Portal Training – In Mandarin
10:00 am - 10:45 am
誠摯邀請您參加我們關於「經紀人入口網站」evolvenxt.com 的深度演示會。本次示範旨在為您提供基礎知識,助您深入理解此關鍵工具的使用方法及其重要價值。透過本次培訓,您將能夠輕鬆駕馭該門戶,充分發揮其各項功能,從而有力地支持您的業務發展。 主要內容概覽: 對主板進行全面解讀,指引您快速定位所有關鍵工具及重要資訊。 示範如何查看佣金支付情況,以及如何管理您的業務組合(Book of Business)。 提供逐步操作指南,教您如何查詢申請狀態,並即時掌握您的投保註冊進度。 , ...
19
20
21
22
23
2026 Chronic Special Needs Plans Training
10:00 am - 11:00 am
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 , ...
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 , ...
24
2026 Plan Benefits Training – In Mandarin
10:00 am - 11:00 am
在本次详细的培训课程中,我们将深入探讨 Clever Care 的四项 2026 年计划,并为您提供所需的知识和策略,帮助您自信地向客户介绍这些计划。本次培训将为每项计划奠定坚实的基础,确保您能够充分展现 Clever Care 的价值和独特优势。   我们将涵盖以下内容: 深入了解每项计划的运作方式及其独特之处。 概览我们独具特色的补充健康福利和东方养生福利。 我们强大而广泛的医疗服务网络,让客户能够获得优质的医疗服务。 我们期待您的加入,并为您详细介绍这些重要更新! , ...
25
Clever Care’s Provider Search Tool & Formulary Overview
10:00 am - 11:00 am
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 , ...
26
27
28
29
30
1
2
3
4
June 2026
No event found!

Your Broker Engagement Sales Team is here to help

Region 1: LA

Jason Clay

Market Sales Manager

LA County

Connie Guo

Broker Sales Manager

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 Sales Manager

OC & SD 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