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, 5 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
- 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 |
|---|---|---|---|---|
| Get to Know Our Network - Inland Empire/ Optum Network | Friday, March 28, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, PPO and Med Supp) with Michael Roberts -Laguna Beach | Friday, March 28, 2025 | 10 a.m. | 1.5 Hours | Register Here |
| 2025 Product Training - Santa Barabara, SLO and Kern | Friday, March 28, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Monday, March 31, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Eva Mendez! - Commerce | Wednesday, April 2, 2025 | 10 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Wednesday, April 2, 2025 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Irvine | Friday, April 4, 2025 | 10 a.m. | 2 Hours | Register Here |
| Get to Know Our Network - Los Angeles County featuring Seoul Medical Group | Monday, April 7, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us in-person Coffee and Chat with Eileen Roark - Gold River | Monday, April 7, 2025 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern California | Tuesday, April 8, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - La Jolla | Tuesday, April 8, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside /San Bernardino | Wednesday, April 9, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Santa Barabara, SLO and Kern | Wednesday, April 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Wednesday, April 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Rancho Bernardo | Wednesday, April 9, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Wednesday, April 9, 2025 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles | Thursday, April 10, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - San Diego | Thursday, April 10, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our PPO - Orange and San Diego Counties | Thursday, April 10, 2025 | 3 p.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! - Arcadia | Friday, April 11, 2025 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fountain Valley | Friday, April 11, 2025 | 10 a.m. | 2 Hours | Register Here |
| 2025 Product Training - Advantage Plans in Northern CA | Monday, April 14, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! - Burbank | Tuesday, April 15, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! - Torrance | Tuesday, April 15, 2025 | 1 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Thursday, April 17, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! - Mission Hills | Thursday, April 17, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - PCC/Pismo Beach | Thursday, April 17, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Orange County | Thursday, April 17, 2025 | 2 p.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Friday, April 18, 2025 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy: Fullerton | Friday, April 18, 2025 | 10 a.m. | 2 Hours | Register Here |
| 2025 Medicare Supplements: Making the right plan decision, extra benefits and underwriting decisions | Monday, April 21, 2025 | 3 p.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! - Temple City | Tuesday, April 22, 2025 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Tuesday, April 22, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us in-person Coffee and Chat with Eileen Roark | Tuesday, April 22, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - Inland Empire / Riverside | Wednesday, April 23, 2025 | 9:30 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso -Oceanside | Wednesday, April 23, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Wednesday, April 23, 2025 | 11 a.m. | 1HR | Register Here |
| Lunch and Learn with Kim Shields - Chula Vista | Wednesday, April 23, 2025 | 12 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - El Cajon | Thursday, April 24, 2025 | 10 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Thursday, April 24, 2025 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy: Los Alamitos | Friday, April 25, 2025 | 10 a.m. | 2 Hours | Register Here |
| 2025 Product Training - Los Angeles | Monday, April 28, 2025 | 10 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Eva Mendez! - Paramount | Monday, April 28, 2025 | 2 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - National City | Tuesday, April 29, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network LIVE @ Optum OC | Tuesday, April 29, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Inland Empire | Wednesday, April 30, 2025 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Wednesday, April 30, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Wednesday, April 30, 2025 | 3 p.m. | 1 Hour | Register Here |
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Page last updated 2/3/2025
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