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 |
|---|---|---|---|---|
| Meet and Greet with Kim Shields – San Diego | Tuesday, March 17, 2026 | 11 a.m. | 1 Hour | Register Here |
| 2026 Product Training – San Diego HICAP Comparison Tool | Tuesday, March 17, 2026 | 2 p.m. | 1 Hour | Register Here |
| New to Selling Medicare? Learn Tips and Tools for Growing Your Business with Blue Shield – SoCal | Tuesday, March 17, 2026 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Christy Frasca –Beaumont | Wednesday, March 18, 2026 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields – Vista | Wednesday, March 18, 2026 | 11 a.m. | 1 Hour | Register Here |
| Get to Know Our Network – CareMore OC | Wednesday, March 18, 2026 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! – Burbank | Thursday, March 19, 2026 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Newport Beach | Friday, March 20, 2026 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca PCC – Bakersfield | Tuesday, March 24, 2026 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Tuesday, March 24, 2026 | 2 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! – San Diego | Tuesday, March 24, 2026 | 3 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! – Los Angeles | Wednesday, March 25, 2026 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: San Clemente | Wednesday, March 25, 2026 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person Coffee and Medicare Kits – Sacramento | Wednesday, March 25, 2026 | 3 p.m. | 1 Hour | Register Here |
| Get to Know Our Network – MemorialCare – LA/OC | Thursday, March 26, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2026 Product Training – Riverside /San Bernardino | Thursday, March 26, 2026 | 3 p.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Medicare Kits – Roseville | Thursday, March 26, 2026 | 3 p.m. | 1 Hour | Register Here |
| 2026 Product Training – Santa Barabara, SLO and Kern | Thursday, March 26, 2026 | 4 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: San Clemente | Friday, March 27, 2026 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – San Diego County | Monday, March 30, 2026 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields – Chula Vista | Monday, March 30, 2026 | 2 p.m. | 1 Hour | Register Here |
| Get to Know Our Network – Golden Physicians Medical Group | Tuesday, March 31, 2026 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Mission Viejo | Friday, April 3, 2026 | 10 a.m. | 2 Hours | Register Here |
| 2026 Product Training – Northern California | Monday, April 6, 2026 | 3 p.m. | 1 Hour | Register Here |
| 2026 Product Training – Riverside /San Bernardino | Monday, April 6, 2026 | 1 p.m. | 1 Hour | Register Here |
| 2026 Product Training – Santa Barabara, SLO and Kern | Monday, April 6, 2026 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – NorCal | Monday, April 6, 2026 | 10 a.m. | 1 Hour | Register Here |
| Coffee and Chat and more with Eva Mendez! – Panera Bread Southgate | Tuesday, April 7, 2026 | 10 a.m. | 1 Hour | Register Here |
| Meet and Greet with Kim Shields – San Diego N | Tuesday, April 7, 2026 | 12 p.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Orange County | Tuesday, April 7, 2026 | 2 p.m. | 1 Hour | Register Here |
| Donuts and D–SNPS with Mary You Chang! – Mission Hills | Wednesday, April 8, 2026 | 9:30 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! – Long Beach | Wednesday, April 8, 2026 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca PCC – Santa Barbara | Wednesday, April 8, 2026 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Wednesday, April 8, 2026 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training – San Diego | Thursday, April 9, 2026 | 9 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! – Los Angeles | Thursday, April 9, 2026 | 11 a.m. | 1 Hour | Register Here |
| 2026 Product Training – San Diego HICAP Comparison Tool | Friday, April 10, 2026 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training – Los Angeles | Friday, April 10, 2026 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: South Coast | Friday, April 10, 2026 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca – Apple Valley | Monday, April 13, 2026 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Orange County | Tuesday, April 14, 2026 | 2 p.m. | 1 Hour | Register Here |
| Meet and Greet with Kim Shields – San Diego | Tuesday, April 14, 2026 | 12 p.m. | 1 Hour | Register Here |
| Join Us In-person – Get to Know Our Network – Regal Medical Group, Burbank | Tuesday, April 14, 2026 | 11 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Tuesday, April 14, 2026 | 4 p.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media – Statewide | Wednesday, April 15, 2026 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fountain Valley | Friday, April 17, 2026 | 10 a.m. | 2 Hours | Register Here |
| Get to Know Our Network – CCPN/BFMG | Monday, April 20, 2026 | 10 a.m. | 1 Hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – NorCal | Monday, April 20, 2026 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – San Diego County | Monday, April 20, 2026 | 3 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! – San Diego | Monday, April 20, 2026 | 10 a.m. | 1 Hour | Register Here |
| 2026 Blue Shield Medicare Product Refresher and OEP Opportunities | Tuesday, April 21, 2026 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network – Health Excel IPA – San Diego | Tuesday, April 21, 2026 | 10 a.m. | 1 Hour | Register Here |
| New to Selling Medicare? Learn Tips and Tools for Growing Your Business with Blue Shield – SoCal | Tuesday, April 21, 2026 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Los Angeles County | Wednesday, April 22, 2026 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network – Emanate Health Guest Speaker Stephanie Vazquez | Thursday, April 23, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Medicare Kits – Redding | Friday, April 24, 2026 | 9:30 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fullerton | Friday, April 24, 2026 | 10 a.m. | 2 Hours | Register Here |
| Get to Know Our Network – CareMore | Tuesday, April 28, 2026 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! – Whittier | Wednesday, April 29, 2026 | 9 a.m. | 1 Hour | Register Here |
| 2026 Product Training – Los Angeles | Wednesday, April 29, 2026 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Medicare Kits – Fair Oaks, Orangevale, Citrus Heights | Thursday, April 30, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! Downey | Thursday, April 30, 2026 | 10 a.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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