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    2027 Medicare Broker Certification is available July 15, 2026. Submit your AHIP or NABIP transcript to Blue Shield before attempting the exam. Learn more

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

 

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

 

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: Fullerton Friday, July 24, 2026 10 a.m. 2 hours Register here
Coffee and D-SNPS with Eva Mendez! Panera Bread – South Gate Monday, July 27, 2026 10 a.m. 1 hour Register here
Join us In-person for a Coffee and Chat with Mary You Chang! City of Industry Tuesday, July 28, 2026 9 a.m. 1 hour Register here
2026 Medicare Product Training – Orange County Tuesday, July 28, 2026 10 a.m. 1 hour Register here
Meet and Greet with Kim Shields – San Diego South – San Diego Tuesday, July 28, 2026 2 p.m. 1 hour Register here
Snacks and Strategy Drop-in: Fountain Valley Thursday, July 30, 2026 10 a.m. 2 hours Register Here
Ready, Set, Enroll: AEP 2027 Sneak Peek – Statewide Monday, August 3, 2026 11 a.m. 1 Hour Register Here
Ready, Set, Enroll: AEP 2027 Sneak Peek – Statewide Monday, August 3, 2026 2 p.m. 1 Hour Register Here
How to Market Medicare (and Yourself!) Digitally/Social Media – Statewide Tuesday, August 4, 2026 9 a.m. 1 Hour Register Here
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide Tuesday, August 4, 2026 3 p.m. 1 Hour Register Here
Meet and Greet with Kim Shields – San Diego South – San Diego Thursday, August 6, 2026 10:30 a.m. 1 Hour Register Here
Broker Connection and Navigate Broker Resources for AEP – Northern CA Monday, August 10, 2026 10 a.m. 1 Hour Register Here
Join Us In-person for a Coffee and Chat with Eva Mendez!  Monday, August 10, 2026 10 a.m. 1 Hour Register Here
2027 Sneak Peek Product Training –  Santa Barabara, SLO and Kern Monday, August 10, 2026 11 a.m. 1 Hour Register Here
LIVE – Sneak Peek 2027 Product Review – Southern California Monday, August 10, 2026 1 p.m. 1 Hour Register Here
2027 Sneak Peek Product Training – San Diego Monday, August 10, 2026 3 p.m. 1 Hour Register Here
Donuts and D–SNPS with Mary You Chang! Tuesday, August 11, 2026 9 a.m. 1 Hour Register Here
AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – San Diego County Tuesday, August 11, 2026 10 a.m. 1 Hour Register Here
AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – Orange County Tuesday, August 11, 2026 3 p.m. 1 Hour Register Here
2027 Sneak Peek Product Training – San Diego HICAP Comparison Tool Wednesday, August 12, 2026 2 p.m. 1 Hour Register Here
Get to Know Our Network: Regal Medical Group – LA and OC Thursday, August 13, 2026 9 a.m. 1 Hour Register Here
Join Us In-person for a Coffee and Chat with Christy Frasca – PCC (Ventura) Thursday, August 13, 2026 10 a.m. 1 Hour Register Here
Learn the value and importance EAE Dual Plans, plus HRA Incentive! – San Diego Thursday, August 13, 2026 10 a.m. 1 Hour Register Here
2027 Sneak Peek Product Training – Riverside /San Bernardino Friday, August 14, 2026 10 a.m. 1 Hour Register Here
Snacks and Strategy Drop–in: Newport Beach Friday, August 14, 2026 10 a.m. 2 Hours Register Here
Broker Connection Compare and Enroll Online Enrollment – Inland Empire and PCC Monday, August 17, 2026 2 p.m. 1 Hour Register Here
Broker Connection Compare and Enroll Online Enrollment – San Diego County Monday, August 17, 2026 2 p.m. 1 Hour Register Here
AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – IE and PCC Counties Monday, August 17, 2026 3 p.m. 1 Hour Register Here
New to Medicare! Learn steps on how to sell Medicare lines of business with BlueShield – Statewide  Monday, August 17, 2026 3 p.m. 1 Hour Register Here
Broker Connection Compare and Enroll Online Enrollment – Los Angeles County Tuesday, August 18, 2026 9 a.m. 1 Hour Register Here
AEP Success Begins Here: 2027 Certification for MAPD and PDP – Northern California Tuesday, August 18, 2026 10 a.m. 1 Hour Register Here
Join Us In-person 2027 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez!  Tuesday, August 18, 2026 10 a.m. 1 Hour Register Here
2027 In-person Product Review – Orange County Tuesday, August 18, 2026 12 p.m. 1.5 Hours Register Here
Broker Connection Compare and Enroll Online Enrollment – Orange County Tuesday, August 18, 2026 3 p.m. 1 Hour Register Here
Join Us In-person for a Coffee and Chat with Mary You Chang!  Thursday, August 20, 2026 9 a.m. 1 Hour Register Here
Join Us In-person Coffee and Chat with Christy Frasca – IE (Ontario) Thursday, August 20, 2026 10 a.m. 1 Hour Register Here
AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – Los Angeles County Friday, August 21, 2026 10 a.m. 1 Hour Register Here
Snacks and Strategy Drop-in: San Clemente Friday, August 21, 2026 10 a.m. 2 Hours Register Here
2027 Sneak Peek Product Training – Northern California Monday, August 24, 2026 10 a.m. 1 Hour Register Here
2027 Sneak Peek Product Training – Los Angeles  Monday, August 24, 2026 10 a.m. 1 Hour Register Here
AEP Success Begins Here: 2027 Certification for MAPD, D‑SNP and PDP – Los Angeles County Tuesday, August 25, 2026 9 a.m. 1 Hour Register Here
Meet and Greet with Kim Shields – San Diego North – Oceanside Tuesday, August 25, 2026 11 a.m. 1 Hour Register Here
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide Thursday, August 27, 2026 9 a.m. 1 Hour Register Here
Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang!  Thursday, August 27, 2026 10 a.m. 1 Hour Register Here
Snacks and Strategy Drop-in: Main Street Garden Grove Friday, August 28, 2026 10 a.m. 2 Hours Register Here
AEP Success Begins Here: 2027 Certification for MAPD and PDP – Northern California Monday, August 31, 2026 4 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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