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 |
|---|---|---|---|---|
| Providence Network Updates - Los Angeles and Orange County | Monday, November 3, 2025 | 9 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans! - San Diego | Monday, November 3, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! | Monday, November 3, 2025 | 10 a.m. | 1 Hour | Register Here |
| Providence Network Updates - St. Mary's - San Bernardino County | Monday, November 3, 2025 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Monday, November 3, 2025 | 1 p.m. | 1 Hour | Register Here |
| 2026 Product Training - Santa Barabara, SLO and Kern | Tuesday, November 4, 2025 | 9 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans! - Los Angeles | Tuesday, November 4, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Riverside /San Bernardino | Tuesday, November 4, 2025 | 10 a.m. | 1 Hour | Register Here |
| Coffee and kits with Eva Mendez! | Tuesday, November 4, 2025 | 1 p.m. | 1 Hour | Register Here |
| 2026 Product Review Live - With Optum Monarch | Tuesday, November 4, 2025 | 2 p.m. | 1.5 Hours | Register Here |
| 2026 Product Training - San Diego | Tuesday, November 4, 2025 | 3 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County | Wednesday, November 5, 2025 | 9 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - STATEWIDE | Wednesday, November 5, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Kim Shields | Wednesday, November 5, 2025 | 2 p.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Thursday, November 6, 2025 | 9 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! | Thursday, November 6, 2025 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - La Mesa | Thursday, November 6, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles | Friday, November 7, 2025 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Fullerton | Friday, November 7, 2025 | 10 a.m. | 2 Hours | Register Here |
| Coffee and kits with Eva Mendez! | Monday, November 10, 2025 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - STATEWIDE | Monday, November 10, 2025 | 1 p.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Tuesday, November 11, 2025 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Wednesday, November 11, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Christy Frasca - Santa Maria | Wednesday, November 12, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person for an Afternoon Coffee and Chat with Christy Frasca - PCC - Santa Barbara | Wednesday, November 12, 2025 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Thursday, November 13, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Thursday, November 13, 2025 | 1 p.m. | 1 Hour | Register Here |
| 2026 Product Training - Northern California | Thursday, November 13, 2025 | 3 p.m. | 1 Hour | Register Here |
| New Agent to Medicare? Learn to sell all lines of Medicare business with Blue Shield - Northern CA | Friday, November 14, 2025 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Costa Mesa | Friday, November 14, 2025 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person Coffee and Chat with Christy Frasca - IE Palm Desert | Monday, November 17, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us in-person 2026 Product Review with Eileen Roark | Monday, November 17, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! | Tuesday, November 18, 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, November 18, 2025 | 9:30 a.m. | 1 Hour | Register Here |
| 2026 Product Overview - Southern California | Tuesday, November 18, 2025 | 10 a.m. | 1 Hour | Register Here |
| New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield - Southern CA | Wednesday, November 19, 2025 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Wednesday, November 19, 2025 | 4 p.m. | 1 Hour | Register Here |
| 2026 Product Review LIVE - With Optum Monarch | Thursday, November 20, 2025 | 10 a.m. | 1.5 Hours | Register Here |
| Coffee and kits with Eva Mendez! | Thursday, November 20, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern CA | Friday, November 21, 2025 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy Drop-in: Newport Beach | Friday, November 21, 2025 | 12 p.m. | 2 Hours | Register Here |
| Snacks and Strategy Drop-in: San Clemente | Wednesday, November 26, 2025 | 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 10/1/2025
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