Broker training and resources
Broker guide
Medicare Broker Guide (PDF, 16 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 2025 annual updates to our Sr Markets AEP materials:
- CY2025 Tip Sheets
- Los Angeles tip sheets 2025 (PDF, 523 KB)
- Orange County tip sheets 2025 (PDF, 615 KB)
- San Diego County tip sheets 2025 (PDF, 424 KB)
- Pacific Coast Central tip sheets 2025 (PDF, 423 KB)
- Inland Empire tip sheets 2025 (PDF, 480 KB)
- NorCal County tip sheets 2025 (PDF, 612 KB)
This training is 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 aids
- Medicare Enrollment Site reference guide (PDF, 16 MB)
- DHCS Medi-Medi Plan newsletter (PDF, 65 KB)
- 2023 Broker Appointment user guide (PDF, 4.6 MB)
- Certification Site reference guide (PDF, 6 MB)
- Broker Connection quick reference guide (PDF, 18 MB)
- Shield on Demand quick start guide (PDF, 1.3 MB)
- HRA Broker Incentive flyer (PDF, 166 KB)
Videos
- Broker Connection videos
- Medicare Enlightenment series
- 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)
- Compare plans and enroll: How to send a quote to a beneficiary (2:22)
- Broker Connection Chat (3:17)
- Blue Shield of California Broker Client List tool (5:02)
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 |
|---|---|---|---|---|
| Join us In-person for a Coffee and Chat with Mary You Chang! West Covina | Thursday, September 4, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Thursday, September 4, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Santa Barbara, SLO and Kern | Tuesday, September 9, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Advantage Plans in Northern CA | Tuesday, September 9, 2025 | 9 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! Pasadena | Tuesday, September 9, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2026 Medicare Supplements: Making the right plan decision, extra benefits and underwriting decisions | Tuesday, September 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Riverside /San Bernardino | Tuesday, September 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Wednesday, September 10, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join us In-person Coffee and Chat with Christy Frasca - IE - Redlands | Wednesday, September 10, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person for a Coffee and Chat with Christy Frasca - PCC/ Carpinteria | Thursday, September 11, 2025 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Newport Beach | Friday, September 12, 2025 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Monday, September 15, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join us in-person for a 'Refresher' with Eileen Roark | Monday, September 15, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Tuesday, September 16, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, D-SNP and PDP! - IE and PCC Counties | Tuesday, September 16, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training - San Diego | Wednesday, September 17, 2025 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Costa Mesa | Wednesday, September 17, 2025 | 10 a.m. | 2 Hours | Register Here |
| Join us In-person 2026 Product Review (MAPD, D-SNP and Med Supp) with Mary You Chang! | Wednesday, September 17, 2025 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Thursday, September 18, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD and PDP! - Northern California | Thursday, September 18, 2025 | 1 p.m. | 1 Hour | Register Here |
| Join us In-person 2026 Product Review (MAPD, D-SNP and Med Supp) with Eva Mendez! | Thursday, September 18, 2025 | 1 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern CA | Thursday, September 18, 2025 | 2 p.m. | 1 Hour | Register Here |
| Learn the Value and Importance EAE Dual Plans, plus HRA Incentive! - San Diego | Thursday, September 18, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join us In-person 2026 Product Review (MAPD, PPO and Med Supp) with Michael Roberts | Friday, September 19, 2025 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles and Orange County | Thursday, September 25, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, D-SNP and PDP! - LA County and Orange County | Thursday, September 25, 2025 | 9 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Thursday, September 25, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: San Clemente | Friday, September 26, 2025 | 10 a.m. | 2 Hours | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Monday, September 29, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, D-SNP and PDP! - San Diego County | Tuesday, September 30, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County | Tuesday, September 30, 2025 | 9 a.m. | 1 Hour | Register Here |
| New Agent to Medicare? Learn to sell all lines of Medicare business with Blue Shield | Tuesday, September 30, 2025 | 9 a.m. | 1 Hour | 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 2/3/2025
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