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.

Your 2026 Broker Training Starts Here.  Join us live on Zoom! 

Our broker-focused trainings are designed to give you the tools, insights, and confidence you need to succeed.

✅ Benefit highlights to help you can sell with confidence
✅ System walkthroughs to save you time
✅ NEW: Marketing Storefront &  Provider/Formulary tools deep dives
✅ Classes now offered in Mandarin, Korean & Vietnamese

Check out the calendar below and secure your spot today! 👇

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

July 2026

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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 , ...
Clever Care Marketing Storefront
3:00 pm - 3:45 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 , ...
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2026 Medicare Basics Training
10:00 am - 11:00 am
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 , ...
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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 , ...
Medicare Enrollment Periods Training – In Korean
3:00 pm - 4:00 pm
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 , ...
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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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July 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 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