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.
Member resources
Get access to Member resources and documents to support your MA-PD, PDP, and Medicare Supplement Plan clients.
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 |
|---|---|---|---|---|
| Product Training - Los Angeles | Friday, August 30, 2024 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment | Friday, August 30, 2024 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Tuesday, September 3, 2024 | 10 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - Los Angeles | Tuesday, September 3, 2024 | 2 p.m. | 1 Hour | Register Here |
| Coffee and Chat with Kris Corso | Wednesday, September 4, 2024 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Statewide | Wednesday, September 4, 2024 | 4 p.m. | 1 Hour | Register Here |
| Join Us In-person Product Review Los Angeles with Focus on Duals | Thursday, September 5, 2024 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Southern California | Thursday, September 5, 2024 | 2 p.m. | 1 Hour | Register Here |
| New Agent Training - Southern California | Thursday, September 5, 2024 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Review - Southern California | Friday, September 6, 2024 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Supplies - Garden Grove | Friday, September 6, 2024 | 10 a.m. | 2 Hours | Register Here |
| Get to know your Blue Shield Provider Network LA | Friday, September 6, 2024 | 11 a.m. | 1 Hour | Register Here |
| Coffee and Chat with Kris Corso | Monday, September 9, 2024 | 10 a.m. | 1 Hour | Register Here |
| Learn Certification Site for MAPD and PDP! | Monday, September 9, 2024 | 11 a.m. | 1 Hour | Register Here |
| 2025 Product Preview - Northern California | Monday, September 9, 2024 | 1 p.m. | 1 Hour | Register Here |
| Coffee and Chat with Eva Mendez! | Monday, September 9, 2024 | 2 p.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - San Diego | Tuesday, September 10, 2024 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Tuesday, September 10, 2024 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside /San Bernardino | Tuesday, September 10, 2024 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, PPO and DSNP) - Los Angeles with Eva Mendez | Wednesday, September 11, 2024 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Northern CA | Wednesday, September 11, 2024 | 3 p.m. | 1 Hour | Register Here |
| In-Person Coffee and Chat with Christy Frasca - PCC | Thursday, September 12, 2024 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Supplies - Placentia | Thursday, September 12, 2024 | 10 a.m. | 2 Hours | Register Here |
| Get to know your Blue Shield Provider Network LA - Memorial Care | Thursday, September 12, 2024 | 1 p.m. | 1 Hour | Register Here |
| Get to Know Our OC Network: Providence | Thursday, September 12, 2024 | 2 p.m. | 1 Hour | Register Here |
| Coffee and Chat with Kris Corso | Monday, September 16, 2024 | 10 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media | Monday, September 16, 2024 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Tuesday, September 17, 2024 | 9 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - Los Angeles | Wednesday, September 18, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, PPO and Med Supp) - Orange County | Wednesday, September 18, 2024 | 10 a.m. | 2 Hour | Register Here |
| In-Person Coffee and Chat with Christy Frasca - Inland Empire | Wednesday, September 18, 2024 | 11:30 a.m. | 1 Hour | Register Here |
| New Agent Training - Northern California | Wednesday, September 18, 2024 | 1 p.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - San Diego | Thursday, September 19, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, PPO and Med Supp) - Orange County | Thursday, September 19, 2024 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person Product Review Los Angeles with Focus on Duals | Thursday, September 19, 2024 | 10 a.m. | 1 Hour | Register Here |
| Brunch and Learn - Laguna Beach | Friday, September 20, 2024 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person 2025 Product Review (MAPD, PPO and DSNP) - Los Angeles with Mary You Chang | Monday, September 23, 2024 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our MAPD PPO Orange and San Diego County | Monday, September 23, 2024 | 2 p.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! | Tuesday, September 24, 2024 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside /San Bernardino | Tuesday, September 24, 2024 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Santa Barabara, SLO and Kern | Tuesday, September 24, 2024 | 3 p.m. | 1 Hour | Register Here |
| Coffee and Chat with Kris Corso | Wednesday, September 25, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| 2025 Product Preview - Northern California | Thursday, September 26, 2024 | 9 a.m. | 1 Hour | Register Here |
| In-Person Coffee and Chat with Christy Frasca - Inland Empire | Thursday, September 26, 2024 | 10 a.m. | 1 Hour | Register Here |
| 2025 In-Person Product Training - San Diego | Thursday, September 26, 2024 | 1 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Orange County | Thursday, September 26, 2024 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Supplies - Lake Forest | Friday, September 27, 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
