Broker training and resources
Broker guide
Medicare Broker Guide (PDF, 15.9 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, 16.1 MB)
- DHCS Medi-Medi Plan Newsletter (PDF, 65 KB)
- 2023 Broker Appointment user guide (PDF, 4.6 MB)
- Certification Site reference guide (PDF, 5 MB)
- Broker Connection quick reference guide (PDF, 17.8 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
- App Status (2:25)
- 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 |
|---|---|---|---|---|
| 2025 Product Training - Los Angeles | Monday, December 16, 2024 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Monday, December 16, 2024 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! - Pico Rivera | Wednesday, December 18, 2024 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Wednesday, December 18, 2024 | 10 a.m. | 1 Hour | Register Here |
| Coffee, D-SNPS and more with Eva Mendez! Redondo Beach | Wednesday, December 18, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - La Jolla | Wednesday, December 18, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - Los Angeles | Wednesday, December 18, 2024 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection - Locate broker tools, documents, marketing, supplies, and more! | Thursday, December 19, 2024 | 9 a.m. | 1 Hour | Register Here |
| New Agent Training - Southern California | Thursday, December 19, 2024 | 11 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - San Diego | Monday, December 23, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! - Alhambra | Tuesday, January 7, 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, January 7, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside/San Bernardino | Tuesday, January 7, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Santa Barabara, SLO and Kern | Tuesday, January 7, 2025 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Tuesday, January 7, 2025 | 2 p.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Wednesday, January 8, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Wednesday, January 8, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego HICAP Comparison Tool | Thursday, January 9, 2025 | 9 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Thursday, January 9, 2025 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Thursday, January 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - NorCal | Thursday, January 9, 2025 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Thursday, January 9, 2025 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fountain Valley | Friday, January 10, 2025 | 10 a.m. | 2 Hours | Register Here |
| 2025 Product Training - San Diego HICAP Comparison Tool | Friday, January 10, 2025 | 3 p.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! - Mission Hills | Monday, January 13, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County | Monday, January 13, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Medicare Kits with Eileen Roark! - Gold River | Monday, January 13, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - El Cajon | Monday, January 13, 2025 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Monday, January 13, 2025 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles County | Tuesday, January 14, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - La Jolla | Tuesday, January 14, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca PCC - Carpinteria | Wednesday, January 15, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Wednesday, January 15, 2025 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - National City | Wednesday, January 15, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca PCC - Ventura | Wednesday, January 15, 2025 | 11 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Wednesday, January 15, 2025 | 11:30 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Thursday, January 16, 2025 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's | Thursday, January 16, 2025 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fullerton | Friday, January 17, 2025 | 10 a.m. | 2 Hours | Register Here |
| Donuts and D-SNPS with Mary You Chang! - Baldwin Park | Tuesday, January 21, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2025 Advantage Plan Product Review (HMO, PPO, PDP) - Northern California | Tuesday, January 21, 2025 | 10 a.m. | 1 Hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield - Statewide | Tuesday, January 21, 2025 | 4 p.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Christy Frasca - Murrieta, Riverside | Wednesday, January 22, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca -Rancho Cucamonga, San Bernardino | Wednesday, January 22, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us in-person 'Get the Scoop' with Eileen Roark - Citrus Heights | Wednesday, January 22, 2025 | 3 p.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! - Glendora | Thursday, January 23, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Rancho Bernardo | Thursday, January 23, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Thursday, January 23, 2025 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Mission Viejo | Friday, January 24, 2025 | 10 a.m. | 2 Hours | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield - Statewide | Monday, January 27, 2025 | 10 a.m. | 1 Hour | Register Here |
| Coffee, D-SNPS and more with Eva Mendez! - South Gate | Monday, January 27, 2025 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Tuesday, January 28, 2025 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Wednesday, January 29, 2025 | 12 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - Pacific Central Coast/ Santa Barbara Select | Wednesday, January 29, 2025 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Wednesday, January 29, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - Bakersfield | Thursday, January 30, 2025 | 10 a.m. | 1 Hour | Register Here |
| Meet and Greet with Kim Shields - Encinitas | Thursday, January 30, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Oceanside | Thursday, January 30, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Get to Know Our PPO - Orange and San Diego Counties | Thursday, January 30, 2025 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Los Alamitos | Friday, January 31, 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 10/1/2024
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