Broker training and resources
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
- Medicare Enrollment Site reference guide (PDF, 16 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 |
|---|---|---|---|---|
| Snacks and Strategy Drop-in: San Clemente | Wednesday, November 26, 2025 | 10 a.m. | 2 Hours | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Tuesday, December 2, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles | Tuesday, December 2, 2025 | 10 a.m. | 1 Hour | Register Here |
| Coffee and Chat with Eva Mendez! Southgate | Tuesday, December 2, 2025 | 1 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Tuesday, December 2, 2025 | 2 p.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Wednesday, December 3, 2025 | 9 a.m | 1 Hour | Register Here |
| 2026 Product Training - San Diego | Thursday, December 4, 2025 | 9 a.m | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! Pasadena | Thursday, December 4, 2025 | 9 a.m | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Huntington Beach | Thursday, December 4, 2025 | 10 a.m. | 2 Hours | Register Here |
| Join us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Thursday, December 4, 2025 | 1 p.m. | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Anaheim | Friday, December 5, 2025 | 10 a.m. | 2 Hours | Register Here |
| Join us in-person 2026 Product Review with Eileen Roark - Folsom | Monday, December 8, 2025 | 11 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Santa Barabara, SLO and Kern | Tuesday, December 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Northern California | Tuesday, December 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - La Mesa | Tuesday, December 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Tuesday, December 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Riverside /San Bernardino | Tuesday, December 9, 2025 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Tuesday, December 9, 2025 | 1 p.m. | 1 Hour | Register Here |
| New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield - Southern CA | Tuesday, December 9, 2025 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Wednesday, December 10, 2025 | 9 a.m | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Brea | Wednesday, December 10, 2025 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern CA | Thursday, December 11, 2025 | 9 a.m | 1 Hour | Register Here |
| Join us In-person for a Coffee and Chat with Christy Frasca - Victorville | Thursday, December 11, 2025 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Thursday, December 11, 2025 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Mission Viejo | Thursday, December 11, 2025 | 10 a.m. | 2 Hours | Register Here |
| Join us In-person Coffee and Chat with Christy Frasca - Ventura | Tuesday, December 16, 2025 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Tuesday, December 16, 2025 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans! - Los Angeles | Tuesday, December 16, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Overview - Southern California | Tuesday, December 16, 2025 | 1 p.m. | 1 Hour | Register Here |
| Join us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Tuesday, December 16, 2025 | 2 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans! - San Diego | Monday, December 22, 2025 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans! - Los Angeles | Tuesday, December 30, 2025 | 9 a.m | 1 Hour | Register Here |
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Page last updated 10/1/2025
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