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 |
|---|---|---|---|---|
| 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 Orange County | 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 |
| 2026 Product Training - Riverside /San Bernardino | Monday, May 4, 2026 | 10 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Santa Barabara, SLO and Kern | Monday, May 4, 2026 | 11 a.m. | 1 Hour | Register Here |
| 2026 Product Training - Los Angeles | Tuesday, May 5, 2026 | 9 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Tuesday, May 5, 2026 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fullerton | Wednesday, May 6, 2026 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles County | Thursday, May 7, 2026 | 9 a.m. | 1 Hour | Register Here |
| New to Selling Medicare? Learn Tips and Tools for Growing Your Business with Blue Shield - SoCal | Thursday, May 7, 2026 | 3 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - Mercy Physicians Medical Group- San Diego | Friday, May 8, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! - Optum Glendora | Tuesday, May 12, 2026 | 10 a.m. | 1 Hour | Register Here |
| Meet and Greet with Kim Shields - South San Diego | Tuesday, May 12, 2026 | 11 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Providence - Orange County | Tuesday, May 12, 2026 | 2 p.m. | 1 Hour | Register Here |
| 2026 Product Training - San Diego HICAP Comparison Tool | Wednesday, May 13, 2026 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca PCC - San Luis Obispo | Wednesday, May 13, 2026 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Friday, May 15, 2026 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Garden Grove | Friday, May 15, 2026 | 10 a.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern California Counties | Monday, May 18, 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, May 18, 2026 | 3 p.m. | 1 Hour | Register Here |
| Coffee and Chat with Mary Chang - Arcadia | Tuesday, May 19, 2026 | 9 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Tuesday, May 19, 2026 | 9 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Tuesday, May 19, 2026 | 2 p.m. | 1 Hour | Register Here |
| 2026 Product Training - San Diego | Tuesday, May 19, 2026 | 3 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - Optum - Inland Empire | Wednesday, May 20, 2026 | 10 a.m. | 1 Hour | Register Here |
| Meet and Greet with Kim Shields - North San Diego | Wednesday, May 20, 2026 | 11 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - OPTUM - Los Angeles | Thursday, May 21, 2026 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Thursday, May 21, 2026 | 10 a.m. | 1 Hour | Register Here |
| Coffee and Chat and more with Eva Mendez! - Commerce | Thursday, May 21, 2026 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! - Long Beach | Thursday, May 21, 2026 | 1 p.m. | 1 Hour | Register Here |
| 2026 Product Training - Northern California | Thursday, May 21, 2026 | 3 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Newport Beach | Friday, May 22, 2026 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person - Get to Know Our Network - Regal Medical Group, Burbank | Tuesday, May 26, 2026 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Tuesday, May 26, 2026 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person Tacos, Tips and Tricks! | Tuesday, May 26, 2026 | 4 p.m. | 1.5 Hours | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Wednesday, May 27, 2026 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - Upland | Wednesday, May 27, 2026 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: San Clemente | Wednesday, May 27, 2026 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person 2026 Product Review (MAPD,DSNP, and Med Supp) with Eva Mendez! Torrance | Thursday, May 28, 2026 | 1 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 10/1/2025
Y0118_25_359A_C 07182025
H2819_25_359A_C 07182025