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 |
|---|---|---|---|---|
| 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 |
| Snacks and Strategy: Mission Viejo | Friday, January 2, 2026 | 10 a.m. | 2 Hours | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - STATEWIDE | Tuesday, January 6, 2026 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Wednesday, January 7, 2026 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Thursday, January 8, 2026 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: South Coast | Friday, January 9, 2026 | 10 a.m. | 2 Hours | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - STATEWIDE | Monday, January 12, 2026 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Providence - OC | Monday, January 12, 2026 | 2 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - CareMore - Los Angeles, Orange, San Bernanrdino County | Tuesday, January 13, 2026 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - Oceanside | Tuesday, January 13, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! - Pico Rivera | Tuesday, January 13, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person Coffee and Chat with Christy Frasca - Ontario | Tuesday, January 13, 2026 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Wednesday, January 14, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Santa Barabara, SLO and Kern | Wednesday, January 14, 2026 | 2 p.m. | 1 Hour | Register Here |
| Marketing Medicare (and yourself!) Online - STATEWIDE | Wednesday, January 14, 2026 | 2 p.m. | 1 Hour | Register Here |
| 2026 Product Training - Riverside /San Bernardino | Wednesday, January 14, 2026 | 3 p.m. | 1 Hour | Register Here |
| 2026 Product Training - San Diego | Wednesday, January 14, 2026 | 3 p.m. | 1 Hour | Register Here |
| 2026 Product Training - San Diego | Thursday, January 15, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2026 Product Training - NorCal | Thursday, January 15, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person for a Coffee and Chat with Christy Frasca PCC - Victorville | Thursday, January 15, 2026 | 10 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! - Dunkin Donuts Northridge | Friday, January 16, 2026 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Garden Grove | Friday, January 16, 2026 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles County | Tuesday, January 20, 2026 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Tuesday, January 20, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person - Get to Know Our Network - AltaMed - Bell Gardens | Tuesday, January 20, 2026 | 2 p.m. | 1 Hour | Register Here |
| In-Person Product Training - Southern CA Medicare Plans | Wednesday, January 21, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person for a Coffee and Chat with Christy Frasca - Redlands | Wednesday, January 21, 2026 | 10:30 a.m. | 1 Hour | Register Here |
| Coffee, D-SNPS and more with Eva Mendez! - Lakewood | Wednesday, January 21, 2026 | 11 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Wednesday, January 21, 2026 | 3 p.m. | 1 Hour | Register Here |
| Join us In-person - Get to Know Our Network - Providence/Facey | Thursday, January 22, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person Coffee and Chat with Eileen in Roseville! | Thursday, January 22, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person - Get to Know Our Network - CareMore - Downey | Thursday, January 22, 2026 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fullerton | Friday, January 23, 2026 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - NorCal | Monday, January 26, 2026 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - El Cajon | Monday, January 26, 2026 | 11 a.m. | 1 Hour | Register Here |
| Join us In-person Coffee and Chat with Eileen in Gold River | Monday, January 26, 2026 | 12 p.m. | 1 Hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield - SoCal | Monday, January 26, 2026 | 4 p.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - STATEWIDE | Tuesday, January 27, 2026 | 9 a.m. | 1 Hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield - NorCal | Tuesday, January 27, 2026 | 4 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - PCAC - San Diego | Wednesday, January 28, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join us In-person for a Coffee and Chat with Christy Frasca PCC - Pismo Beach | Wednesday, January 28, 2026 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Wednesday, January 28, 2026 | 3 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Thursday, January 29, 2026 | 9 a.m. | 1 Hour | Register Here |
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Page last updated 10/1/2025
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