Broker guide
Medicare Broker guide (PDF, 20.3 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 2026 annual updates to our Sr Markets AEP materials:
CY2026 Tip sheets
- Los Angeles tip sheets 2026 (PDF, 1 MB)
- Orange County tip sheets 2026 (PDF, 1 MB)
- San Diego County tip sheets 2026 (PDF, 720 KB)
- Pacific Coast Central tip sheets 2026 (PDF, 547 KB)
- Inland Empire tip sheets 2026 (PDF, 532 KB)
- NorCal County tip sheets 2026 (PDF, 778 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
- Arvato Medicare StoreFront user guide (PDF, 4 MB)
- Certification Site reference guide (PDF, 6 MB)
- Broker Connection quick reference guide (PDF, 18 MB)
- Shield on Demand quick start guide (PDF, 1 MB)
- HRA Broker Incentive flyer (PDF, 1 MB)
Videos
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 |
|---|---|---|---|---|
| Donuts and D-SNPS with Mary You Chang! City of Industry | Thursday, September 3, 2026 | 9 a.m. | 1 Hour | Register Here |
| Kits and Chat: Fullerton | Friday, September 4, 2026 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Los Angeles County | Tuesday, September 8, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2027 Product Training – Santa Barabara, SLO and Kern | Tuesday, September 8, 2026 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Orange County | Tuesday, September 8, 2026 | 3 p.m. | 1 Hour | Register Here |
| 2027 Product Training – Riverside /San Bernardino | Tuesday, September 8, 2026 | 4 p.m. | 1 Hour | Register Here |
| AEP Success Begins Here: 2027 Certification for MAPD and PDP – Northern California | Wednesday, September 9, 2026 | 9 a.m. | 1 Hour | Register Here |
| AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – Los Angeles County | Thursday, September 10, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2027 Product Training – San Diego | Thursday, September 10, 2026 | 10 a.m. | 1 Hour | Register Here |
| Kits and Chat: Main Street Huntington Beach | Friday, September 11, 2026 | 10 a.m. | 2 Hours | Register Here |
| Navigate Broker Connection and Resources for AEP – Northern California | Monday, September 14, 2026 | 10 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media – Statewide | Monday, September 14, 2026 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Inland Empire and PCC | Monday, September 14, 2026 | 4 p.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Tuesday, September 15, 2026 | 10 a.m. | 1 Hour | Register Here |
| AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – Orange County | Tuesday, September 15, 2026 | 3 p.m. | 1 Hour | Register Here |
| 2027 Product Training – Los Angeles | Thursday, September 17, 2026 | 9 a.m. | 1 Hour | Register Here |
| Join us In-person Kits and Chat with Christy Frasca – IE (Norco) | Thursday, September 17, 2026 | 10 a.m. | 1 Hour | Register Here |
| Kits and Chat: Fashion Island | Friday, September 18, 2026 | 10 a.m. | 2 Hours | Register Here |
| Join us In-person for a Kits and Chat with Mary You Chang! Pasadena | Monday, September 21, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2027 Product Training – Northern California | Monday, September 21, 2026 | 10 a.m. | 1 Hour | Register Here |
| AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – IE and PCC Counties | Monday, September 21, 2026 | 4 p.m. | 1 Hour | Register Here |
| Medicare + Medi-Cal Plan: Discover the Aligned D-SNP Advantage for Members in Los Angeles! | Tuesday, September 22, 2026 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – San Diego County | Tuesday, September 22, 2026 | 10 a.m. | 1 Hour | Register Here |
| AEP Kick-off Event Sacramento and Placer County – New Advantage Plan! Sacramento | Tuesday, September 22, 2026 | 11 a.m. | 2 Hours | Register Here |
| Get to Know Our Network: Astrana (Prospect Orange County) | Tuesday, September 22, 2026 | 11 a.m. | 1 Hour | Register Here |
| New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield – Statewide | Tuesday, September 22, 2026 | 3 p.m. | 1 Hour | Register Here |
| AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – San Diego County | Wednesday, September 23, 2026 | 10 a.m. | 1 Hour | Register Here |
| Kits and Chat with Kim Shields – San Diego North – Oceanside | Wednesday, September 23, 2026 | 11 a.m. | 1 Hour | Register Here |
| Join us In-person 2027 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! Long Beach | Wednesday, September 23, 2026 | 1 p.m. | 1 Hour | Register Here |
| Join us In-person 2027 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! DTLA | Thursday, September 24, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person 2027 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! Mission Hills | Thursday, September 24, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us Sacramento Agents In-person with SilverSneakers – Sacramento | Thursday, September 24, 2026 | 2 p.m. | 1 Hour | Register Here |
| Kits and Chat: South Coast | Friday, September 25, 2026 | 10 a.m. | 2 Hours | Register Here |
| Kits and Chat with Eva Mendez! | Monday, September 28, 2026 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Monday, September 28, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us! In-person Coffee and Kits – Rocklin | Monday, September 28, 2026 | 11 a.m. | 1 Hour | Register Here |
| Join us In-person for a Kits and Chat with Christy Frasca – PCC (Pismo Beach) | Tuesday, September 29, 2026 | 10 a.m. | 1 Hour | Register Here |
| AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – Los Angeles County | Tuesday, September 29, 2026 | 10 a.m. | 1 Hour | Register Here |
| Medicare + Medi-Cal Plan: Discover the Aligned D-SNP Advantage for Members in San Diego! | Tuesday, September 29, 2026 | 10 a.m. | 1 Hour | Register Here |
| Coffee and Conversations with Eva Mendez! | Tuesday, September 29, 2026 | 12 p.m. | 1 Hour | Register Here |
| Kits and Chat with Kim Shields – San Diego | Wednesday, September 30, 2026 | 11 a.m. | 1 Hour | Register Here |
| Coffee and Conversations with Eva Mendez! | Wednesday, September 30, 2026 | 1 p.m. | 1 Hour | Register Here |
| 2027 Product Training – Los Angeles | Wednesday, September 30, 2026 | 3 p.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 10/1/2025
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