Broker Guide
Medicare Broker guide (PDF, 21 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 2027 annual updates to our Sr Markets AEP materials:
CY2027 Tip sheets
- Los Angeles/Orange County tip sheets 2027 (PDF, 521 KB)
- San Diego County tip sheets 2027 (PDF, 554 KB)
- Pacific Coast Central tip sheets 2027 (PDF, 1.1 MB)
- Inland Empire tip sheets 2027 (PDF, 422 KB)
- NorCal County tip sheets 2027 (PDF, 750 KB)
Broker Training Events
Register for one of our training webinars and in-person seminars to learn about industry updates and changes, and Blue Shield products and tools.
| Topic | Date | Time | Duration | Link to register |
|---|---|---|---|---|
| Coffee and Chat with Mary You Chang! Arcadia | Thursday, October 15, 2026 | 10 a.m. | 1 Hour | Register Here |
| Coffee, D-SNPS and more with Eva Mendez! South Gate | Thursday, October 15, 2026 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Orange | Friday, October 16, 2026 | 10 a.m. | 2 Hours | Register Here |
| Donuts and D-SNPS with Mary You Chang! City of Industry | Monday, October 19, 2026 | 9 a.m. | 1 Hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – NorCal | Monday, October 19, 2026 | 2 p.m. | 1 Hour | Register Here |
| Medicare + Medi-Cal Plan: Discover the Aligned D-SNP Advantage for Members! – San Diego | Friday, October 23, 2026 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Irvine | Friday, October 23, 2026 | 10 a.m. | 2 Hours | Register Here |
| Kits and Coffee with Kim Shields – Oceanside | Friday, October 23, 2026 | 11:30 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Kits with Eileen Roark! Roseville | Monday, October 26, 2026 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Eva Mendez! South Gate | Tuesday, October 27, 2026 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Kits with Eileen Roark! Fair Oaks | Wednesday, October 28, 2026 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Kits with Christy Frasca PCC – San Luis Obispo | Thursday, October 29, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2027 Product Training – Los Angeles | Thursday, October 29, 2026 | 2 p.m. | 2 Hour | Register Here |
These trainings are 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 aid
- Broker Certification Job Aid (PDF, 2.6 MB)
- Broker Connection quick reference guide (PDF, 16.5 MB)
- Shield on Demand quick start guide (PDF, 1 MB)
- HRA Broker Incentive flyer (PDF, 1 MB)
Videos
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 10/1/2026
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