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 |
|---|---|---|---|---|
| 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 |
| Optum Care Broker Forum featuring Blue Shield | Thursday, May 1, 2025 | 10 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Eva Mendez! | Monday, May 5, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern California | Tuesday, May 6, 2025 | 3 p.m. | 1 Hour | Register Here |
| New Agent to Medicare? Learn to sell all lines of Medicare business with Blue Shield - Northern CA | Tuesday, May 6, 2025 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - La Jolla | Wednesday, May 7, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Wednesday, May 7, 2025 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Thursday, May 8, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Santa Barabara, SLO and Kern | Thursday, May 8, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside /San Bernardino | Thursday, May 8, 2025 | 11 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Friday, May 9, 2025 | 9 a.m. | 1 Hour | Register Here |
| New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield - Statewide | Friday, May 9, 2025 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy - Mission Viejo | Friday, May 9, 2025 | 10 a.m. | 2 Hours | Register Here |
| Join Us in-person for a 'Refreher' with Eileen Roark-Chico | Friday, May 9, 2025 | 3 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - San Diego | Monday, May 12, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County Providence Affiliates | Monday, May 12, 2025 | 11 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Tuesday, May 13, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Rancho Bernardo | Tuesday, May 13, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! Torrance | Tuesday, May 13, 2025 | 1 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - National City | Wednesday, May 14, 2025 | 11 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Optum OC | Wednesday, May 14, 2025 | 2 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - PCC Santa Barbara | Thursday, May 15, 2025 | 10 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Thursday, May 15, 2025 | 3 p.m. | 1 Hour | Register Here |
| Snacks and Strategy - Garden Grove | Friday, May 16, 2025 | 10 a.m. | 2 Hours | Register Here |
| 2025 Medicare Supplements: Making the right plan decision, extra benefits and underwriting decisions | Friday, May 16, 2025 | 10 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! Covina | Tuesday, May 20, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! Van Nuys | Tuesday, May 20, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Christy Frasca - Redlands | Tuesday, May 20, 2025 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Tuesday, May 20, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Wednesday, May 21, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our PPO - Orange and San Diego Counties | Wednesday, May 21, 2025 | 2 p.m. | 1 Hour | Register Here |
| Learn The Value and Importance EAE Dual Plans, Plus HRA Incentive! - Los Angeles | Thursday, May 22, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! Glendora | Thursday, May 22, 2025 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - El Cajon | Thursday, May 22, 2025 | 12 p.m. | 1 Hour | Register Here |
| Snacks and Strategy - Brea | Friday, May 23, 2025 | 10 a.m. | 2 Hours | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! Pasadena | Tuesday, May 27, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso -Oceanside | Tuesday, May 27, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - QualCare IPA Bakersfield | Wednesday, May 28, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Advantage Plans in Northern CA | Wednesday, May 28, 2025 | 11 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Wednesday, May 28, 2025 | 2 p.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Wednesday, May 28, 2025 | 2 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles | Thursday, May 29, 2025 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Thursday, May 29, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Eva Mendez! Commerce | Thursday, May 29, 2025 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy - Santa Ana | Friday, May 30, 2025 | 10 a.m. | 2 Hours | Register Here |
| Learn the Value and Importance EAE Dual Plans, plus HRA Incentive! - San Diego | Wednesday, June 4, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside /San Bernardino | Wednesday, June 4, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Santa Barabara, SLO and Kern | Wednesday, June 4, 2025 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Wednesday, June 4, 2025 | 2 p.m. | 1 Hour | Register Here |
| New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield - Statewide | Thursday, June 5, 2025 | 9 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Thursday, June 5, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - La Jolla | Thursday, June 5, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Friday, June 6, 2025 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Strategy | Friday, June 6, 2025 | 10 a.m. | 2 Hours | Register Here |
| 2025 Product Training - Advantage Plans in Northern CA | Monday, June 9, 2025 | 1 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Tuesday, June 10, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person Coffee and Chat with Christy Frasca - IE Temecula | Tuesday, June 10, 2025 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - El Cajon | Tuesday, June 10, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Rancho Bernardo | Tuesday, June 10, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| New Agent to Medicare? Learn to sell all lines of Medicare business with Blue Shield - Northern CA | Tuesday, June 10, 2025 | 1 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern CA | Tuesday, June 10, 2025 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles | Wednesday, June 11, 2025 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Wednesday, June 11, 2025 | 9 a.m. | 1 Hour | Register Here |
| California Legislative Updates for Medicare with guest speaker, Rosamaria Marrujo; CAHIP 2024-25 President - Statewide | Wednesday, June 11, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso -Oceanside | Wednesday, June 11, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! Covina | Thursday, June 12, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Christy Frasca - PCC/ Carpinteria | Thursday, June 12, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Eva Mendez! Torrance | Thursday, June 12, 2025 | 11 a.m. | 1 Hour | Register Here |
| Join Us in-person for a 'Refresher' with Eileen Roark El Dorado Hills | Thursday, June 12, 2025 | 3 p.m. | 1 Hour | Register Here |
| Snacks and Strategy | Friday, June 13, 2025 | 10 a.m. | 2 Hours | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Monday, June 16, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Certification 2026 | Monday, June 16, 2025 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Monday, June 16, 2025 | 4 p.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! Downey | Tuesday, June 17, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! Los Angeles | Tuesday, June 17, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County | Tuesday, June 17, 2025 | 2 p.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - National City | Wednesday, June 18, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! Torrance | Wednesday, June 18, 2025 | 1 p.m. | 1 Hour | Register Here |
| Get to Know Our PPO - Orange and San Diego Counties | Wednesday, June 18, 2025 | 2 p.m. | 1 Hour | Register Here |
| Snacks and Strategy | Friday, June 20, 2025 | 10 a.m. | 2 Hours | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Monday, June 23, 2025 | 11 a.m. | 1 Hour | Register Here |
| 2025 Medicare Supplements: Making the right plan decision, extra benefits and underwriting decisions | Tuesday, June 24, 2025 | 3 p.m. | 1 Hour | Register Here |
| 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 |
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 2/3/2025
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