Broker Guide
Medicare Broker guide (PDF, 21 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.
Tip sheets
We are excited to share the initial 2027 annual updates to our Sr Markets AEP materials:
CY2027 Tip sheets
- Los Angeles/Orange County tip sheets 2027 (PDF, 521 KB)
- San Diego County tip sheets 2027 (PDF, 554 KB)
- Pacific Coast Central tip sheets 2027 (PDF, 1.1 MB)
- Inland Empire tip sheets 2027 (PDF, 422 KB)
- NorCal County tip sheets 2027 (PDF, 750 KB)
Broker Training Events
Register for one of our training webinars and in-person seminars to learn about industry updates and changes, and Blue Shield products and tools.
| Topic | Date | Time | Duration | Link to register |
|---|---|---|---|---|
| 2027 Product Training – Santa Barabara, SLO and Kern | Monday, November 2, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2027 Product Training – Riverside /San Bernardino | Monday, November 2, 2026 | 10 a.m. | 1 Hour | Register Here |
| Marketing Medicare (and yourself!) Online – Statewide | Tuesday, November 3, 2026 | 2 p.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Tuesday, November 3, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2027 Product Training – Orange County | Wednesday, November 4, 2026 | 2 p.m. | 1 Hour | Register Here |
| Coffee and Chat – Arcadia | Thursday, November 5, 2026 | 9 a.m. | 1 Hour | Register Here |
| Join Us In–person 2027 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! – Insert City | Thursday, November 5, 2026 | 10 a.m. | 1 Hour | Register Here |
| Coffee, D-SNPS and more with Eva Mendez! – Starbuck's Torrance | Thursday, November 5, 2026 | 11 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: San Clemente | Friday, November 6, 2026 | 10 a.m. | 2 Hours | Register Here |
| 2027 Product Training – Northern CA | Friday, November 6, 2026 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Kits | Monday, November 9, 2026 | 11 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Monday, November 9, 2026 | 2 p.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! – Downey | Tuesday, November 10, 2026 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network – Altamed – Los Angeles Altamed Maribel Nevarez | Tuesday, November 10, 2026 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Christy Frasca Inland Empire – Apple Valley | Tuesday, November 10, 2026 | 9:30 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Orange County | Wednesday, November 10, 2027 | 2 p.m. | 1 Hour | Register Here |
| 2027 Product Training – San Diego | Tuesday, November 10, 2026 | 3 p.m. | 1 Hour | Register Here |
| Get to Know Our Network – OPTUM SDPMG – San Diego | Wednesday, November 11, 2026 | 9:30 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Los Angeles County | Wednesday, November 11, 2026 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields – San Diego | Thursday, November 12, 2026 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Mission Viejo | Friday, November 13, 2026 | 10 a.m. | 2 Hours | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! – Los Angeles | Monday, November 16, 2026 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! – San Diego | Monday, November 16, 2026 | 10 a.m. | 1 Hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – NorCal | Monday, November 16, 2026 | 3 p.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Eva in Commerce | Tuesday, November 17, 2026 | 11 a.m. | 1 Hour | Register Here |
| Get to Know Our Network – AltaMed – Hector Lazaro, Maribel Nevarez, Gilbert Alvarado | Tuesday, November 17, 2026 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Northern CA | Tuesday, November 17, 2026 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – San Diego County | Wednesday, November 18, 2026 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca PCC – Santa Barbara | Wednesday, November 18, 2026 | 9 a.m. | 1 Hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – SoCal | Wednesday, November 18, 2026 | 4 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields – Oceanside | Thursday, November 19, 2026 | 11:30 a.m. | 1 Hour | Register Here |
| 2027 Product Training – Los Angeles | Thursday, November 19, 2026 | 2 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields – Chula Vista | Friday, November 20, 2026 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Orange | Friday, November 20, 2026 | 10 a.m. | 2 Hours | Register Here |
| Snacks and Strategy: Fullerton | Tuesday, November 24, 2026 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person Coffee and Kits | Monday, November 30, 2026 | 11 a.m. | 1 Hour | Register Here |
These trainings are intended for Sr Markets Sales teams use only. Distributions to consumers, other insurers, or any other external person or company is strictly prohibited.
Broker job aids and videos
Job aid
- Broker Certification Job Aid (PDF, 2.6 MB)
- Medicare enrollment site reference guide (PDF, 16.5 MB)
- Shield on Demand quick start guide (PDF, 1 MB)
- HRA Broker Incentive flyer (PDF, 1 MB)
Videos
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 10/1/2026
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