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:

 

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

 

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
Snacks and Strategy: Garden Grove Friday, January 16, 2026 10 a.m. 2 Hours Register here
Get to know our Provider Network – TMIPA Guest speaker Dalia Silva Friday, January 16, 2026 10 a.m. 1 Hour Register here
Get to Know our Provider Network – Torrance Memorial IPA Friday, January 16, 2026 10 a.m. 1 Hour Register here
Broker Connection Compare and Enroll Online Enrollment – Los Angeles County Tuesday, January 20, 2026 9 a.m. 1 Hour Register here
Kits and Coffee with Kim Shields – Chula Vista Tuesday, January 20, 2026 10 a.m. 1 Hour Register here
Join us In-person – Get to Know Our Network – AltaMed – Bell Gardens Tuesday, January 20, 2026 2 p.m. 1 Hour Register here
In-Person Product Training  – Southern CA Medicare Plans Wednesday, January 21, 2026 10 a.m. 1 Hour Register here
Join us In-person for a Coffee and Chat with Christy Frasca – Redlands Wednesday, January 21, 2026 10:30 a.m. 1 Hour Register here
Coffee, D-SNPS and more with Eva Mendez! – Lakewood Wednesday, January 21, 2026 11 a.m. 1 Hour Register here
Learn the value and importance EAE Dual Plans, plus HRA Incentive! – San Diego Wednesday, January 21, 2026 3 p.m. 1 Hour Register here
Join us In-person – Get to Know Our Network – Providence/Facey Thursday, January 22, 2026 10 a.m. 1 Hour Register here
Join us In-person Coffee and Chat with Eileen in Roseville! Thursday, January 22, 2026 10 a.m. 1 Hour Register here
Join us In-person – Get to Know Our Network – CareMore – Downey Thursday, January 22, 2026 2 p.m. 1 Hour Register here
Snacks and Strategy: Fullerton Friday, January 23, 2026 10 a.m. 2 Hours Register here
Broker Connection Compare and Enroll Online Enrollment – NorCal Monday, January 26, 2026 10 a.m. 1 Hour Register here
Kits and Coffee with Kim Shields – El Cajon Monday, January 26, 2026 11 a.m. 1 Hour Register here
Join us In-person Coffee and Chat with Eileen in Gold River Monday, January 26, 2026 12 p.m. 1 Hour Register here
New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – SoCal Monday, January 26, 2026 4 p.m. 1 Hour Register here
How to Market Medicare (and Yourself!) Digitally/Social Media – STATEWIDE Tuesday, January 27, 2026 9 a.m. 1 Hour Register here
New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – NorCal Tuesday, January 27, 2026 4 p.m. 1 Hour Register here
Get to Know Our Network –  PCAC – San Diego Wednesday, January 28, 2026 10 a.m. 1 Hour Register here
Join us In-person for a Coffee and Chat with Christy Frasca PCC – Pismo Beach Wednesday, January 28, 2026 10 a.m. 1 Hour Register here
Broker Connection Compare and Enroll Online Enrollment – San Diego County Wednesday, January 28, 2026 3 p.m. 1 Hour Register here
Learn the value and importance EAE Dual Plans, plus HRA Incentive! – Los Angeles Thursday, January 29, 2026 9 a.m. 1 Hour Register here
Join Us In-person – Get to Know Our Network – Optum Arcadia Monday, February 2, 2026 10 a.m. 1 Hour Register here
2026 Product Training – Los Angeles  Wednesday, February 4, 2026 9 a.m. 1 Hour Register here
Snacks and Strategy: Huntington Beach Friday, February 6, 2026 10 a.m. 2 Hours Register here
Broker Connection Compare and Enroll Online Enrollment – NorCal Monday, February 9, 2026 10 a.m. 1 Hour Register here
2026 Product Training – San Diego HICAP Comparison Tool Monday, February 9, 2026 2 p.m. 1 Hour Register here
2026 Product Training – Northern California Monday, February 9, 2026 3 p.m. 1 Hour Register here
Join Us In-person for a Coffee and Chat with Christy Frasca – Riverside Tuesday, February 10, 2026 10 a.m. 1 Hour Register here
Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! – West Covina Tuesday, February 10, 2026 10 a.m. 1 Hour Register here
Broker Connection Compare and Enroll Online Enrollment – Orange County Tuesday, February 10, 2026 2 p.m. 1 Hour Register here
2026 Product Training – San Diego Wednesday, February 11, 2026 9 a.m. 1 Hour Register here
Learn the value and importance EAE Dual Plans, plus HRA Incentive! – San Diego Thursday, February 12, 2026 9 a.m. 1 Hour Register here
Broker Connection Compare and Enroll Online Enrollment – Los Angeles County Thursday, February 12, 2026 9 a.m. 1 Hour Register here
Coffee with Kim Shields – Rancho Bernardo Thursday, February 12, 2026 11 a.m. 1 Hour Register here
Snacks and Strategy: Brea Friday, February 13, 2026 10 a.m. 2 Hours Register here
Get to Know Our Network –  OPTUM – San Diego Friday, February 13, 2026 10 a.m. 1 Hour Register here
Coffee with Kim Shields – Chula Vista Tuesday, February 17, 2026 10 a.m. 1 Hour Register here
Join Us In-person for a Coffee and Chat with Christy Frasca PCC – Murrieta Tuesday, February 17, 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, February 17, 2026 10 a.m. 1 Hour Register here
Broker Connection Compare and Enroll Online Enrollment – Inland Empire and PCC Tuesday, February 17, 2026 2 p.m. 1 Hour Register here
Get to Know Our Network –  MemorialCare Tuesday, February 17, 2026 2 p.m. 2 Hours Register here
New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – NorCal Tuesday, February 17, 2026 3 p.m. 1 Hour Register here
How to Market Medicare (and Yourself!) Digitally/Social Media – STATEWIDE Tuesday, February 17, 2026 4 p.m. 1 Hour Register here
Get to Know Our Network – Regal Medical Group Wednesday, February 18, 2026 9 a.m. 1 Hour Register here
Coffee with Kim Shields – Encinitas Wednesday, February 18, 2026 11 a.m. 1 Hour Register here
Snacks and Strategy: Mission Viejo Friday, February 20, 2026 10 a.m. 2 Hours Register here
New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – SoCal Monday, February 23, 2026 9 a.m. 1 Hour Register here
Join Us In-person Coffee and Medicare Kits – Gold River Monday, February 23, 2026 11:30 a.m. 1 Hour Register here
Learn the value and importance EAE Dual Plans, plus HRA Incentive! – Los Angeles Tuesday, February 24, 2026 9 a.m. 1 Hour Register here
Broker Connection Compare and Enroll Online Enrollment – San Diego County Tuesday, February 24, 2026 2 p.m. 1 Hour Register here
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – STATEWIDE Tuesday, February 24, 2026 2 p.m. 1 Hour Register here
Join Us In-person – Get to Know Our Network – AltaMed Bell Gardens Tuesday, February 24, 2026 2 p.m. 1 Hour Register here
2026 Product Training –  Santa Barabara, SLO and Kern Wednesday, February 25, 2026 10 a.m. 1 Hour Register here
Meet and Greet with Kim Shields – La Mesa Wednesday, February 25, 2026 11 a.m. 1 Hour Register here
2026 Product Training – Riverside /San Bernardino Wednesday, February 25, 2026 11 a.m. 1 Hour Register here
Join Us In-person Coffee and Medicare Kits – San Jose Wednesday, February 25, 2026 3 p.m. 1 Hour Register here
Join Us In-person for a Coffee and Chat with Christy Frasca PCC – Ventura Thursday, February 26, 2026 10 a.m. 1 Hour Register here
Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! – Mission Hills Thursday, February 26, 2026 10 a.m. 1 Hour Register here
Get to Know Our Network – Blue Zones Thursday, February 26, 2026 2 p.m. 1 Hour Register here
Snacks and Strategy: Los Alamitos Friday, February 27, 2026 10 a.m. 2 Hours Register here
Join Us In-person Coffee and Chat with Christy Frasca – Palm Desert  Friday, February 27, 2026 10 a.m. 1 Hour Register here

 

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Page last updated 10/1/2025

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