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)
- CY2024 Tip Sheets (PDF, 320KB)
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, 127 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 |
|---|---|---|---|---|
| Broker Connection Compare and Enroll Online Enrollment – Statewide | Wednesday, October 2, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! | Wednesday, October 2, 2024 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training – Los Angeles | Thursday, October 3, 2024 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training – San Diego | Thursday, October 3, 2024 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Thursday, October 3, 2024 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Training – Santa Barabara, SLO and Kern | Thursday, October 3, 2024 | 3 p.m. | 1 Hour | Register Here |
| 2025 Product Training – Riverside/San Bernardino | Thursday, October 3, 2024 | 4 p.m. | 1 Hour | Register Here |
| Learn Certification Site for MAPD and PDP! – Statewide | Monday, October 7, 2024 | 11 a.m. | 1 Hour | Register Here |
| 2025 Product Preview – Northern California | Monday, October 7, 2024 | 1 p.m. | 1 Hour | Register Here |
| 2025 Product Preview – Southern California | Monday, October 7, 2024 | 2 p.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide | Tuesday, October 8, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person Kits and Coffee with Christy Frasca – San Bernardino | Tuesday, October 8, 2024 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fullerton | Tuesday, October 8, 2024 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! | Tuesday, October 8, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person Kits and Coffee with Christy Frasca Riverside County | Tuesday, October 8, 2024 | 12:30 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment – Statewide | Wednesday, October 9, 2024 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Eva Mendez | Wednesday, October 9, 2024 | 10 a.m. | 1 Hour | Register Here |
| Learn Your LA Provider with Cedar Sinai Medical Group | Wednesday, October 9, 2024 | 10 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media – Statewide | Wednesday, October 9, 2024 | 2 p.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! – San Diego | Thursday, October 10, 2024 | 9 a.m. | 1 Hour | Register Here |
| New Agent Training – Southern California | Thursday, October 10, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person Kits and Coffee with Christy Frasca PCC | Thursday, October 10, 2024 | 10 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! – Los Angeles | Thursday, October 10, 2024 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fountain Valley | Friday, October 11, 2024 | 10 a.m. | 2 Hours | Register Here |
| Focus on DSNP - Deep Dive into TotalDual plan – Statewide | Monday, October 14, 2024 | 9 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Eva Mendez | Monday, October 14, 2024 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso | Tuesday, October 15, 2024 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our PPO – Orange County | Tuesday, October 15, 2024 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso | Wednesday, October 16, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Mission Viejo | Thursday, October 17, 2024 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso | Tuesday, October 22, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| Product Training – Orange County | Tuesday, October 22, 2024 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles County | Wednesday, October 23, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso | Wednesday, October 23, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Wednesday, October 23, 2024 | 2 p.m. | 1 Hour | Register Here |
| New Agent Training – Northern California | Thursday, October 24, 2024 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training – Los Angeles | Thursday, October 24, 2024 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - NorCal | Thursday, October 24, 2024 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields | Monday, October 28, 2024 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Monday, October 28, 2024 | 10 a.m. | 1 Hour | Register Here |
| Plan Info and Pizza with Eileen Roark! Modesto | Tuesday, October 29, 2024 | 4 p.m. | 1 Hour | Register Here |
| Coffee and Chat with Eva Mendez! Panera Long Beach | Tuesday, October 29, 2024 | 11 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields | Wednesday, October 30, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Thursday October 31, 2024 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Thursday October 31, 2024 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside /San Bernardino | Monday, November 4, 2024 | 10 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - San Diego | Monday, November 4, 2024 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Santa Barabara, SLO and Kern | Monday, November 4, 2024 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - NorCal | Monday, November 4, 2024 | 1 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields | Monday, November 4, 2024 | 2 p.m. | 1 Hour | Register Here |
| Focus on Medicare Supplement Guarantee Issue - Deep Dive into GA Guide | Monday, November 4, 2024 | 3 p.m. | 1 Hour | Register Here |
| 2025 Advantage Plan Product Review (HMO, PPO, PDP) - Northern California | Tuesday, November 5, 2024 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles County | Tuesday, November 5, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso | Tuesday, November 5, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez) | Tuesday, November 5, 2024 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang) | Wednesday, November 6, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca San Bernardino | Wednesday, November 6, 2024 | 11 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Wednesday, November 6, 2024 | 2 p.m. | 1 Hour | Register Here |
| Focus on Senior Dental Plans - Statewide | Thursday, November 7, 2024 | 10 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - Los Angeles | Thursday, November 7, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso | Thursday, November 7, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Thursday, November 7, 2024 | 2 p.m. | 1 Hour | Register Here |
| 2025 Product Preview- Southern California | Friday, November 8, 2024 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy - San Clemente | Friday, November 8, 2024 | 10 a.m. | 2 Hours | Register Here |
| 2025 Product Training - San Diego | Monday, November 11, 2024 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Monday, November 11, 2024 | 10 a.m. | 1 Hour | Register Here |
| New Agent Training - Northern California | Monday, November 11, 2024 | 11 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Monday, November 11, 2024 | 1 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Tuesday, November 12, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso | Tuesday, November 12, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us in-person for a Taco Tuesday with Eileen Roark (limited space, must RSVP) | Tuesday, November 12, 2024 | 12 p.m. | 1 Hour | Register Here |
| Get to Know Our PPO - Orange and San Diego Counties | Tuesday, November 12, 2024 | 2:30 p.m. | 1 Hour | Register Here |
| Snacks and Strategy - Newport Beach | Wednesday, November 13, 2024 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso | Wednesday, November 13, 2024 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffe and Chat with Christy Frasca Riverside | Wednesday, November 13, 2024 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! | Thursday, November 14, 2024 | 10 a.m. | 1 Hour | Register Here |
| Southern CA Product Training - Orange County | Thursday, November 14, 2024 | 2 p.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Friday, November 15, 2024 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Monday, November 18, 2024 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields | Monday, November 18, 2024 | 10 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! | Tuesday, November 19, 2024 | 9 a.m. | 1 Hour | Register Here |
| New Agent Training - Southern California | Tuesday, November 19, 2024 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Orange County | Tuesday, November 19, 2024 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy - Santa Ana | Wednesday, November 20, 2024 | 10 a.m. | 2 Hours | Register Here |
| 2025 Product Training - Los Angeles | Wednesday, November 20, 2024 | 10 a.m. | 1 Hour | Register Here |
| Coffee, D-SNPS and more with Eva Mendez! | Thursday, November 21, 2024 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Thursday, November 21, 2024 | 11 a.m. | 1 Hour | Register Here |
| Snacks and Strategy - Buena Park | Friday, November 22, 2024 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca PCC | Friday, November 22, 2024 | 12 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields | Monday, November 25, 2024 | 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 10/1/2024
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