Clever Care – Broker Portal Training

Join us for an in-depth demonstration of our enhanced Broker Portal, designed to give you the foundational knowledge of how and why to use this essential tool. This training will help you navigate the portal with ease, ensuring you can maximize its features to support your business.

What We’ll Cover:

• A comprehensive review of the dashboard, showing you where to find all the key tools and information.
• How to access and manage statements and your book of business.
• A step-by-step guide on how to check application status and stay on top of your enrollments.

We look forward to seeing you there and helping you unlock the full potential of the Broker Portal!