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Broker Training Event

July 2024

SU
MO
TU
WE
TH
FR
SA
30
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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 , ...
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 , ...
3
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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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 , ...
10
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 , ...
11
Total+ C-SNP Training
10:00 am - 11:00 am
In this course, we will discuss the selling points and qualifications for the Total+ plan. The objective of this training is to provide our broker partners with the necessary knowledge to effectively sell the plan. We will cover the chronic conditions that qualify for enrollment in Total+, as well as the selling points , ...
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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 , ...
24
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 , ...
25
Total+ C-SNP Training
10:00 am - 11:00 am
In this course, we will discuss the selling points and qualifications for the Total+ plan. The objective of this training is to provide our broker partners with the necessary knowledge to effectively sell the plan. We will cover the chronic conditions that qualify for enrollment in Total+, as well as the selling points , ...
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30
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 , ...
31
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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