Broker training and resources
Broker guide
Medicare Broker Guide (PDF, 16 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 MB)
- DHCS Medi-Medi Plan newsletter (PDF, 65 KB)
- 2023 Broker Appointment user guide (PDF, 4.6 MB)
- Certification Site reference guide (PDF, 6 MB)
- Broker Connection quick reference guide (PDF, 18 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
- 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 |
|---|---|---|---|---|
| Get to Know Optum Medical Group Network with Elijah German! - Santa Clara County | Wednesday, June 25, 2025 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Wednesday, June 25, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! Los Angeles | Thursday, June 26, 2025 | 9 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Eva Mendez! Southgate | Thursday, June 26, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, PPO and Med Supp) with Michael Roberts Fountain Valley | Thursday, June 26, 2025 | 10 a.m. | 1.5 HRS | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Thursday, June 26, 2025 | 3 p.m. | 1 Hour | Register Here |
| Snacks and Strategy | Friday, June 27, 2025 | 10 a.m. | 2 Hours | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Wednesday, July 2, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! | Thursday, July 3, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Santa Barabara, SLO and Kern | Wednesday, July 9, 2025 | 9 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Wednesday, July 9, 2025 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Wednesday, July 9, 2025 | 4 p.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Thursday, July 10, 2025 | 9 a.m. | 1 Hour | Register Here |
| Coffee and Chat with Eva Mendez! | Thursday, July 10, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Monday, July 14, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, DSNP and PDP! - IE and PCC Counties | Monday, July 14, 2025 | 1 p.m. | 1 Hour | Register Here |
| Join Us in-person for a 'Refresher' with Eileen Roark | Monday, July 14, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| 2025 Medicare Supplements: Making the right plan decision, extra benefits and underwriting decisions | Tuesday, July 15, 2025 | 1 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Advantage Plans in Northern CA | Tuesday, July 15, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Christy Frasca - IE Palm Desert | Tuesday, July 15, 2025 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Tuesday, July 15, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! | Tuesday, July 15, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our PPO - Orange and San Diego Counties | Wednesday, July 16, 2025 | 2 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - La Mesa | Wednesday, July 16, 2025 | 12 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Eva Mendez! | Thursday, July 17, 2025 | 1 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Thursday, July 17, 2025 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Friday, July 18, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County | Friday, July 18, 2025 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern CA | Monday, July 21, 2025 | 11 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD and PDP! - Northern California | Monday, July 21, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Tuesday, July 22, 2025 | 10 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! | Tuesday, July 22, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - PCC Ventura | Wednesday, July 23, 2025 | 3 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - La Jolla | Wednesday, July 23, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield - Statewide | Thursday, July 24, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - San Diego | Thursday, July 24, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Thursday, July 24, 2025 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - PCC Santa Barbara | Thursday, July 24, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us in-person for a 'Refresher' with Eileen Roark | Thursday, July 24, 2025 | 3:30 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Thursday, July 24, 2025 | 9:30 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Friday, July 25, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, DSNP and PDP! - San Diego County | Tuesday, July 29, 2025 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Tuesday, July 29, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside /San Bernardino | Tuesday, July 29, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Rancho Bernardo | Tuesday, July 29, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles and Orange Counties | Tuesday, July 29, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso -Oceanside | Thursday, July 31, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Get 'Certified' for 2026 for MAPD, DSNP and PDP! - Los Angeles and Orange Counties | Thursday, July 31, 2025 | 9 a.m. | 1 Hour | Register Here |
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Page last updated 2/3/2025
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