Broker training and resources
Broker guide
Medicare Broker Guide (PDF, 2.9 MB)
See our Medicare Broker Toolkit that includes our product offering, coverage area, commissions and bonuses, marketing support, and everything you need to know to sell our Medicare plans.
Broker job aids and videos
Job aids
- DHCS Medi-Medi Plan Newsletter (PDF, 65 KB)
- 2023 Broker Appointment user guide (PDF, 4.6 MB)
- Certification Site reference guide (PDF, 5 MB)
- Broker Connection quick reference guide (PDF, 7 MB)
- Shield on Demand quick start guide (PDF, 1.3 MB)
- Medicare Enrollment Site reference guide (PDF, 13 MB)
- DocuSign reference guide (PDF, 3 MB)
- HRA Broker Incentive flyer (PDF, 127 KB)
Videos
- Health Risk Assessment (HRA) Broker Incentive video (4:56)
- Broker Connection videos
- Medicare Enlightenment series
- App Status (2:25) (password: Y0118_21_236B_C_04262021)
- NEW Broker Social Media Assets tutorial video (3:18)
- Compare Plans and Enroll: How to send your personal sales link to a beneficiary (1:50)
- Compare Plans and Enroll: Creating a beneficiary profile (2:05)
- Docusign (51:53)
- Broker Connection Chat (3:17)
- Blue Shield of California Broker Client List tool (5:02)
- Medicare Compare plans and enroll: How to send a quote to a beneficiary (2:22)
Broker webinars
Register for one of our training webinars to learn about industry updates and changes, and Blue Shield products and tools.
| Topic | Date | Time | Duration | Link to register |
|---|---|---|---|---|
| Broker Connection Compare and Enroll Online Enrollment – Northern California | Monday, May 6, 2024 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's plans | Monday, May 6, 2024 | 1 p.m. | 1 Hour | Register Here |
| Medicare Supplement Updates – Northern California | Monday, May 6, 2024 | 2 p.m. | 1 Hour | Register Here |
| Product Training – Los Angeles County | Thursday, May 9, 2024 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network – Orange County | Thursday, May 9, 2024 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Supplies – Buena Park | Monday, May 13, 2024 | 10 a.m. | 2 Hours | Register Here |
| Product Training – Bay Area | Monday, May 13, 2024 | 11 a.m. | 1 Hour | Register Here |
| Navigate Broker Connection & Provider Networks – Northern California | Monday, May 13, 2024 | 2 p.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! – Southern California | Tuesday, May 14, 2024 | 11 a.m. | 1 Hour | Register Here |
| JOIN US In-person for a Coffee and Chat with your Local Broker Manager! | Thursday, May 16, 2024 | 9 a.m. | 1 Hour | Register Here |
| JOIN US In-person for a Coffee and Chat with your Local Broker Manager! | Thursday, May 16, 2024 | 11 a.m. | 1 Hour | Register Here |
| Tail Gate Toolbox – JOIN US In-Person! | Thursday, May 16, 2024 | 11:30 a.m. | 1 Hour | Register Here |
| Snacks and Supplies – Newport Beach | Friday, May 17, 2024 | 10 a.m. | 2 Hours | Register Here |
| JOIN US In-person for a Coffee and Chat with your Local Broker Manager! | Monday, May 20, 2024 | 10 a.m. | 1 Hour | Register Here |
| Medicare Product Review, plus HRA Incentive! – Central Valley | Monday, May 20, 2024 | 11 a.m. | 1 Hour | Register Here |
| New Agent Training - Northern California | Monday, May 20, 2024 | 2 p.m. | 1 Hour | Register Here |
| Product Training- Pacific Central Coast & Kern Counties | Tuesday May 21, 2024 | 1 p.m. | 1 Hour | Register Here |
| JOIN US In-person for a Coffee and Chat with your Local Broker Manager! | Wednesday, May 22, 2024 | 10 a.m. | 1 Hour | Register Here |
| JOIN US In-person for a Coffee and Chat with your Local Broker Manager! PCC | Wednesday, May 22, 2024 | 12 p.m. | 1 Hour | Register Here |
| Southern CA Product Training – Orange County | Wednesday, May 22, 2024 | 2 p.m. | 1 Hour | Register Here |
| Learning your Blue Shield MAPD Provider Network – San Diego County | Thursday, May 23, 2024 | 9 a.m. | 1 Hour | Register Here |
| JOIN US In-person for Donuts & D-SNPs with your Local Broker Manager! | Thursday, May 23, 2024 | 10 a.m. | 1 Hour | Register Here |
| Product Training – San Diego | Thursday, May 23, 2024 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Southern California | Thursday, May 23, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Online | Thursday, May 23, 2024 | 2 p.m. | 1 Hour | Register Here |
| JOIN US In-person for a Coffee and Chat with your Local Broker Manager! Inland Empire | Tuesday, May 28, 2024 | 11 a.m. | 1 Hour | Register Here |
| Learning your Blue Shield MAPD Provider Network – Los Angeles County | Wednesday, May 29, 2024 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Supplies – Santa Ana | Wednesday, May 29, 2024 | 10 a.m. | 2 Hours | Register Here |
| Snacks and Supplies – San Clemente | Thursday, May 30, 2024 | 10 a.m. | 2 Hours | Register Here |
The company complies with applicable state laws and federal civil rights laws and does not discriminate, exclude people, or treat them differently on the basis of race, color, national origin, ethnic group identification, medical condition, genetic information, ancestry, religion, sex, marital status, gender, gender identity, sexual orientation, age, mental disability, or physical disability. La compañía cumple con las leyes de derechos civiles federales y estatales aplicables, y no discrimina, ni excluye ni trata de manera diferente a las personas por su raza, color, país de origen, identificación con determinado grupo étnico, condición médica, información genética, ascendencia, religión, sexo, estado civil, género, identidad de género, orientación sexual, edad, ni discapacidad física ni mental. 本公司遵守適用的州法律和聯邦民權法律，並且不會以種族、膚色、原國籍、族群認同、醫療狀況、遺傳資訊、血統、宗教、性別、婚姻狀況、性別認同、性取向、年齡、精神殘疾或身體殘疾而進行歧視、排斥或區別對待他人。
Page last updated 03/28/2024
MULTI-PLAN_23_521A_C 08082023
