Welcome to our website. We're here to help you meet your financial goal.
If you haven't submitted the form with your name and contact information, you need to go back to the individual's webpage that sent you to our website and fill out that form first.
If you have already submitted the screenshot of your business page, you should receive a text or an email from our head partner giving your access to the materials to help you start helping others. You should receive this text or email within 5 business days.
If you have not submitted the screenshot of your business page, start reading from here.
Now that you have become a partner, there are a few steps that you must take to ensure that you are on your way to meeting your goal. This step is needed to ensure that you get paid when you are ready to get paid. There is a contract and a W9 that you must complete with the company that we are working with. Without doing this, you will not get paid.
The email will look like the one below:
The content of the email will say the following:
Click on the Click here in the email to activate your Clever Rx Partner Portal.
In order to complete the contract and W9, follow the steps below:
- Open the Partner Portal that was sent to you by Partner Success. Once you open the Portal, you will be on the Claims Report page.
- Click on the three bars at the top left corner of the app. A drop down menu will open,
- Click on Payout Ledger,
- Click on the X to close the menu,
- Click on the orange Pay Out button,
- Click on the orange Fix button by Contract for 1084 - XXX Signed,
- Click on the orange OK button to close the popup.
- Click on the three bars at the top left corner of the app again. The same drop down menu will open,
- Click on Account,
- Click on Business,
- Click on the orange Actions button,
- Click on Request W9,
- Check your email,
- Complete the tasks in the emails from Partner Success via Docusign.
After you have completed the tasks, check the Business page in the Partner Portal until it says that the Contract and the W9 is signed. To get to the Business page, follow the steps below:
- Click on the three bars at the top left corner of the app again. The same drop down menu will open,
- Click on Account,
- Click on Business.
The reason for submitting this form to our head partner is so he can know which information you will need. For instance, if you are wanting to get partners, you will need a personal webpage. If your occupation is one of the ones listed here, there is a special webpage for you.
The screenshot of your business page should look like the following with your information in it.
