We’ve extended our HRA Bonus Program for 2024.  Earn up to $170 for each Health Risk Assessment filed with an effective date between August 1 and September 1, 2024. Click the button below to learn more.

Training

We offer face-to-face and live webinar trainings for a comprehensive understanding of our plans and navigating through our healthcare enterprise solutions.

July 2024

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Clever Enroll Enrollment Portal & HRA Training
2:00 pm - 3:00 pm
In this course, we will review our new Online Enrollment and HRA System. This training is designed to provide our broker partners with the foundational knowledge of how to submit a 2024 Clever Care enrollment application electronically. As part of this training, we will demo a complete step-by-step walkthrough of the e , ...
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EvolveNXT – Broker Portal Training
10:00 am - 10:30 am
In this course, we demonstrate our enhanced Broker Portal. This training is designed to provide our broker partners with the foundational knowledge of how and why to use our broker portal. As part of this training, we will review the dashboard, statements, book of business, and how to check application status. This wil , ...
Special Enrollment Period (SEP) Workshop
2:00 pm - 3:00 pm
In this course, we will review the Medicare Enrollment Periods available during Medicare’s Lock-In period. This training is designed to provide our broker partners with the essential knowledge around the most commonly used SEP’s to help beneficiaries enroll in a Clever Care plan. As part of this training, we will discu , ...
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July 2024
August 2024
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Your Broker Development Team is here to help

Region 1: LA

Jason Clay

Market Sales Manager

LA County

Lindsey Koh

Broker Sales Manager

LA County

Olivia Edwards

Broker Sales Manager

LA County

Region 2: OC/SD

James Luna

Market Sales Manager

OC & SD Counties

Joy Han

Broker Sales Manager

OC & SD Counties

Region 3: Inland Empire

Robert Serrano

Market Sales Manager

San Bernardino & Riverside Counties

Kevin Morales-Fierro

Community Outreach Specialist (IE)

Leadership

Stephanie Hughes

Director of Sales

Xuan (Sunny) Pham

Provider Growth Sales Manager

Stephanie Chagolla

Broker Support Supervisor

Broker Support