Clever Care is upgrading its AEP HRA Program!
At the beginning of the 2023 AEP season, we announced a new program offering incentives for qualifying electronic enrollment applications. For the remainder of AEP, we’re upgrading your incentives with higher amounts, early payment, and extended completion periods.

Speak with your Account Executive or Agency Channel Leader to learn more.

Welcome, Brokers Partners!

Clever Care was founded to provide culturally sensitive healthcare solutions that offer our members better access to the services they need in the language they understand. We are committed to our members’ health and well-being by offering plans that connect the benefits of Eastern and Western medicine.

Join our growing community of over 1,000 broker partners. We offer competitive Medicare Advantage plans and provide comprehensive sales tools for motivated agents, who not only want to sell Medicare Advantage but want to improve the lives of their clients, and make a lasting difference in the communities we serve.

We are proud to provide culturally and linguistically appropriate services and are dedicated to delivering best-in-class service to our members and agents.

Get started and partner with us today.

Britt Travis, Vice President of Sales

Britt Travis

Vice President of Sales

Get Contracted with Clever Care

Complete the form below to initiate the Clever Care agent/agency contracting process today. A member of the Broker Support Team will be in touch with more information. As a contracted agent, you will receive access to our Broker Portal – where you can track your Clever Care book of business, track application statuses, and view commission statements. The broker portal will also have a menu of quick links to online enrollment, marketing materials, and more.

You can also get contracted by asking your upline agency (FMO) to initiate the contracting process with Clever Care. This is an online process.

Contracting Requirements

To be authorized to sell Clever Care Health Plan, you must complete and submit the following information to initiate the “Welcome” email.
Please submit the required information to our Broker Support Team at

For Agencies:
Agency Profile Form

For Agents:
Your National Producer Number (NPN)
Email Address (where we will send your “Welcome” email)
Assignment of Commissions (if applicable)

Annual Certification Requirements

  1. Updated AHIP
  2. Completion of product training
  3. Up-to-date E&O
  4. Valid state insurance license

New Contract Request Form

Demographic Information

Producer Information

Your Broker Development Team is here to help

Thuy Dang

Agency Channel Leader
LA | San Bernardino

Pete Pacheco

Agency Channel Leader Orange | San Diego | Riverside

Jisan Lee

Broker Account Executive

Loc Ha

Manager of Sales and Broker Development

Real Time Sales Information

Clever Care Health Plan has contracted with EvolveNXT, a leading vendor specializing in Broker Management. We are in the process of implementing the Evolve Portal, featuring on demand access to commission statements and book of business, agencies will have the ability to add, view and manage downline brokers and much more! We are excited about this new technology.