Broker training and resources
Broker guide
Medicare Broker Guide (PDF, 16 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 2025 annual updates to our Sr Markets AEP materials:
- CY2025 Tip Sheets
- Los Angeles tip sheets 2025 (PDF, 523 KB)
- Orange County tip sheets 2025 (PDF, 615 KB)
- San Diego County tip sheets 2025 (PDF, 424 KB)
- Pacific Coast Central tip sheets 2025 (PDF, 423 KB)
- Inland Empire tip sheets 2025 (PDF, 480 KB)
- NorCal County tip sheets 2025 (PDF, 612 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)
- DHCS Medi-Medi Plan newsletter (PDF, 65 KB)
- 2023 Broker Appointment user guide (PDF, 4.6 MB)
- Certification Site reference guide (PDF, 6 MB)
- Broker Connection quick reference guide (PDF, 18 MB)
- Shield on Demand quick start guide (PDF, 1.3 MB)
- HRA Broker Incentive flyer (PDF, 166 KB)
Videos
- Broker Connection videos
- Medicare Enlightenment series
- 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)
- Compare plans and enroll: How to send a quote to a beneficiary (2:22)
- Broker Connection Chat (3:17)
- Blue Shield of California Broker Client List tool (5:02)
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 |
|---|---|---|---|---|
| Join Us In-person for a Coffee and Chat with Kris Corso -Oceanside | Thursday, July 31, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, D-SNP and PDP! - Los Angeles and Orange Counties | Thursday, July 31, 2025 | 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 5, 2025 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Wednesday, August 6, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee & Chat with Kris Corso - La Jolla | Wednesday, August 6, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles | Thursday, August 7, 2025 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields -Chula Vista | Thursday, August 7, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person with Emanate Health discuss opportunities in your market with Eva Mendez! | Thursday, August 7, 2025 | 11 a.m. | 1 Hour | Register Here |
| Blue Shield 2026 Sneak Peek Exclusive - Principals & Administratives | Monday, August 11, 2025 | 9 a.m. | 1 Hour | Register Here |
| Blue Shield 2026 Sneak Peek Exclusive -Statewide | Monday, August 11, 2025 | 11 a.m. | 1 Hour | Register Here |
| Blue Shield 2026 Sneak Peek Exclusive - Statewide | Monday, August 11, 2025 | 2 p.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! | Tuesday, August 12, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, DSNP and PDP! - IE & PCC Counties | Tuesday, August 12, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network LIVE @ Optum OC | Tuesday, August 12, 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, August 12, 2025 | 10 a.m. | 1 Hour | Register Here |
| Sneak Peek 2026 Product - Southern California | Tuesday, August 12, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Rancho Bernardo | Tuesday, August 12, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, DSNP and PDP! - Orange County | Tuesday, August 12, 2025 | 2 p.m. | 1 Hour | Register Here |
| Learn the Value and Importance EAE Dual Plans, plus HRA Incentive! - San Diego | Tuesday, August 12, 2025 | 3 p.m. | 1 Hour | Register Here |
| 2026 Sneak Peek Product Training - San Diego | Wednesday, August 13, 2025 | 2 p.m. | 1 Hour | Register Here |
| New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield - Statewide | Thursday, August 14, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, DSNP and PDP! - San Diego County | Thursday, August 14, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2026 Sneak Peek Product Training - Los Angeles /Orange County | Thursday, August 14, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso -Oceanside | Thursday, August 14, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Thursday, August 14, 2025 | 11:30 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD and PDP! - Northern California | Monday, August 18, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern CA | Monday, August 18, 2025 | 11 a.m. | 1 Hour | Register Here |
| 2026 Sneak Peek Product Training - Northern California | Tuesday, August 19, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! | Tuesday, August 19, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Eva Mendez! | Tuesday, August 19, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, PPO and Med Supp) with Kris Corso | Tuesday, August 19, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us in-person for a 'Refresher' with Eileen Roark | Tuesday, August 19, 2025 | 11 a.m. | 1 Hour | Register Here |
| Kits & Coffee with Kim Shields - La Mesa | Tuesday, August 19, 2025 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Tuesday, August 19, 2025 | 2 p.m. | 1 Hour | Register Here |
| Sneak Peek 2026 Product - Southern California | Tuesday, August 19, 2025 | 2 p.m. | 1 Hour | Register Here |
| 2026 Sneak Peek Product Training - Northern California | Tuesday, August 19, 2025 | 4 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Wednesday, August 20, 2025 | 9 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Wednesday, August 20, 2025 | 9 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Wednesday, August 20, 2025 | 2 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County | Thursday, August 21, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - San Diego Spotlight Optum | Thursday, August 21, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Thursday, August 21, 2025 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, PPO and Med Supp) with Kim Shields | Thursday, August 21, 2025 | 2 p.m. | 1 Hour | Register Here |
| Get to Know Our PPO - Orange and San Diego Counties | Thursday, August 21, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! | Friday, August 22, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2026 Sneak Peek Product Training - Los Angeles/Orange | Tuesday, August 26, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2026 Sneak Peek Product Training - Riverside /San Bernardino | Tuesday, August 26, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2026 Sneak Peek Product Training - Santa Barabara, SLO and Kern | Tuesday, August 26, 2025 | 10 a.m. | 1 Hour | Register Here |
| Sneak Peek 2026 Product - Southern California | Tuesday, August 26, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2026 Sneak Peek Product Training - San Diego | Wednesday, August 27, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, DSNP and PDP! - LA County | Wednesday, August 27, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - Bakersfield | Wednesday, August 27, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Inland Empire-Optum | Thursday, August 28, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Christy Frasca - IE | Thursday, August 28, 2025 | 12:30 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 2/3/2025
Y0118_24_410A_C 08082024
H2819_24_410A_C 08082024
