Broker Training Event

December 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 , ...
4
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 , ...
5
2025 Benefits Training
10:00 am - 11:00 am
In 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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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 , ...
11
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 , ...
12
2025 Benefits Training
10:00 am - 11:00 am
In 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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