Broker Training Event
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- 7*NEW* Clever Enroll Enrollment Portal & HRA Training2:00 pm - 3:00 pmIn this course, we will review our newly updated 2025 Online Enrollment and HRA System. This training is designed to provide our broker partners with the foundational knowledge of how to submit a 2025 Clever Care enrollment application electronically. As part of this training, we will demo a complete step-by-step walkt , ...
- 8EvolveNXT – Broker Portal Training10:00 am - 10:30 amIn 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 , ...
- 92025 MA Open Enrollment Period Workshop2:00 pm - 3:00 pmIn this course, we will be discussing the selling opportunities that arise during the Medicare Open Enrollment Period. The objective of this training is to inform our broker partners about how to sell effectively during this enrollment period. We will cover the differences between AEP and OEP, marketing guidelines, and , ...
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- 15EvolveNXT – Broker Portal Training10:00 am - 10:30 amIn 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 , ...
- 162025 Benefits Training10:00 am - 11:00 amIn this course, we will cover, in detail, information about our three HMO Plans; including how to sell them. This training is designed to provide our broker partners with a foundational knowledge of each 2025 plan sold by Clever Care. As part of this training, you will learn how each plan works, our supplemental and e , ...2025 MA Open Enrollment Period Workshop2:00 pm - 3:00 pmIn this course, we will be discussing the selling opportunities that arise during the Medicare Open Enrollment Period. The objective of this training is to inform our broker partners about how to sell effectively during this enrollment period. We will cover the differences between AEP and OEP, marketing guidelines, and , ...
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- 21*NEW* Clever Enroll Enrollment Portal & HRA Training2:00 pm - 3:00 pmIn this course, we will review our newly updated 2025 Online Enrollment and HRA System. This training is designed to provide our broker partners with the foundational knowledge of how to submit a 2025 Clever Care enrollment application electronically. As part of this training, we will demo a complete step-by-step walkt , ...
- 22EvolveNXT – Broker Portal Training10:00 am - 10:30 amIn 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 , ...
- 232025 Benefits Training10:00 am - 11:00 amIn this course, we will cover, in detail, information about our three HMO Plans; including how to sell them. This training is designed to provide our broker partners with a foundational knowledge of each 2025 plan sold by Clever Care. As part of this training, you will learn how each plan works, our supplemental and e , ...
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- 28*NEW* Clever Enroll Enrollment Portal & HRA Training2:00 pm - 3:00 pmIn this course, we will review our newly updated 2025 Online Enrollment and HRA System. This training is designed to provide our broker partners with the foundational knowledge of how to submit a 2025 Clever Care enrollment application electronically. As part of this training, we will demo a complete step-by-step walkt , ...
- 29EvolveNXT – Broker Portal Training10:00 am - 10:30 amIn 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 , ...
- 302025 Benefits Training10:00 am - 11:00 amIn this course, we will cover, in detail, information about our three HMO Plans; including how to sell them. This training is designed to provide our broker partners with a foundational knowledge of each 2025 plan sold by Clever Care. As part of this training, you will learn how each plan works, our supplemental and e , ...2025 MA Open Enrollment Period Workshop2:00 pm - 3:00 pmIn this course, we will be discussing the selling opportunities that arise during the Medicare Open Enrollment Period. The objective of this training is to inform our broker partners about how to sell effectively during this enrollment period. We will cover the differences between AEP and OEP, marketing guidelines, and , ...
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