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 |
|---|---|---|---|---|
| 2025 Product Training - San Diego | Monday, February 24, 2025 | 9 a.m. | 1 hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Monday, February 24, 2025 | 2 p.m. | 1 hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield - Northern California | Monday, February 24, 2025 | 4 p.m. | 1 hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Oceanside | Tuesday, February 25, 2025 | 10:30 a.m. | 1 hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - STATEWIDE | Tuesday, February 25, 2025 | 3 p.m. | 1 hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Wednesday, February 26, 2025 | 10 a.m. | 1 hour | Register Here |
| Get to Know Our Network - Los Angeles County | Thursday, February 27, 2025 | 10 a.m. | 1 hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield - STATEWIDE | Thursday, February 27, 2025 | 10 a.m. | 1 hour | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Thursday, February 27, 2025 | 11 a.m. | 1 hour | Register Here |
| Get to Know Our Network - Bakersfield BFMG | Thursday, February 27, 2025 | 3 p.m. | 1 hour | Register Here |
| Snacks and Strategy - Santa Ana | Friday, February 28, 2025 | 10 a.m. | 2 hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - San Diego County | Monday, March 3, 2025 | 10 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - El Cajon | Tuesday, March 4, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Tuesday, March 4, 2025 | 10 a.m. | 1 Hour | Register Here |
| 2025 Product Training - San Diego | Wednesday, March 5, 2025 | 9 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Northern California | Wednesday, March 5, 2025 | 1 p.m. | 1 Hour | Register Here |
| New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield - Northern California | Wednesday, March 5, 2025 | 3 p.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Friday, March 7, 2025 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy - Mission Viejo | Friday, March 7, 2025 | 10 a.m. | 1.5 Hours | Register Here |
| Join Us In-person for a Coffee and Chat with Mary You Chang! - Montebello | Tuesday, March 11, 2025 | 9 a.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - Los Angeles | Tuesday, March 11, 2025 | 9 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - Statewide | Tuesday, March 11, 2025 | 10 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Orange County | Tuesday, March 11, 2025 | 3 p.m. | 1 Hour | Register Here |
| 2025 Product Training - Los Angeles | Wednesday, March 12, 2025 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our PPO - Orange and San Diego Counties | Wednesday, March 12, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - La Jolla | Wednesday, March 12, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Kits and Coffee with Kim Shields - National City | Wednesday, March 12, 2025 | 3 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County | Thursday, March 13, 2025 | 9 a.m. | 1 Hour | Register Here |
| New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield - Statewide | Thursday, March 13, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso - Rancho Bernardo | Thursday, March 13, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Dessert and Chat with Christy Frasca! - Bakersfield | Thursday, March 13, 2025 | 1 p.m. | 1 Hour | Register Here |
| Join Us in-person 'Get the Scoop' with Eileen Roark - Citrus Heights | Thursday, March 13, 2025 | 3:30 p.m. | 1 Hour | Register Here |
| Snacks and Strategy - Newport Beach | Friday, March 14, 2025 | 10 a.m. | 1.5 Hours | Register Here |
| Donuts and D-SNPS with Eva Mendez! - South Gate | Monday, March 17, 2025 | 1 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Dessert and Chat with Christy Frasca - Apple Valley (San Bernardino) | Tuesday, March 18, 2025 | 1 p.m. | 1 Hour | Register Here |
| 2025 Advantage Plan Product Review (HMO, PPO, PDP) - Northern California | Tuesday, March 18, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! - Glendale | Tuesday, March 18, 2025 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Orange County | Tuesday, March 18, 2025 | 3 p.m. | 1 Hour | Register Here |
| Learn the value and importance EAE Dual Plans, plus HRA Incentive! - San Diego | Wednesday, March 19, 2025 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person Dessert and Chat with Christy Frasca - Temecula (Riverside) | Wednesday, March 19, 2025 | 1 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - San Diego County | Thursday, March 20, 2025 | 9 a.m. | 1 Hour | Register Here |
| Donuts and D-SNPS with Mary You Chang! - Northridge | Thursday, March 20, 2025 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Strategy - San Clemente | Friday, March 21, 2025 | 10 a.m. | 1.5 Hours | Register Here |
| Kits and Coffee with Kim Shields - Chula Vista | Tuesday, March 25, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso -Oceanside | Tuesday, March 25, 2025 | 10:30 a.m. | 1 Hour | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media - Statewide | Tuesday, March 25, 2025 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Inland Empire and PCC | Wednesday, March 26, 2025 | 11 a.m. | 1 Hour | Register Here |
| 2025 Product Training - Riverside /San Bernardino | Wednesday, March 26, 2025 | 3 p.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment - Los Angeles | Thursday, March 27, 2025 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person 2025 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! - Torrance | Thursday, March 27, 2025 | 1 p.m. | 1 Hour | Register Here |
| 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 |
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Page last updated 2/3/2025
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