Broker training and resources
Broker guide
Medicare Broker Guide (PDF, 2.9 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.
Broker job aids and videos
Job aids
- 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, 7 MB)
- Shield on Demand quick start guide (PDF, 1.3 MB)
- Medicare Enrollment Site reference guide (PDF, 13 MB)
- DocuSign reference guide (PDF, 3 MB)
- HRA Broker Incentive flyer (PDF, 127 KB)
Videos
- Health Risk Assessment (HRA) Broker Incentive video (4:56)
- Broker Connection videos
- Medicare Enlightenment series
- App Status (2:25) (password: Y0118_21_236B_C_04262021)
- 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)
- Docusign (51:53)
- Broker Connection Chat (3:17)
- Blue Shield of California Broker Client List tool (5:02)
- Medicare Compare plans and enroll: How to send a quote to a beneficiary (2:22)
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 |
|---|---|---|---|---|
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's (Statewide) | Thursday, June 27, 2024 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Supplies - Lake Forest | Friday, June 28, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-Person Product Review at Emanate Health - Lunch Provided | Monday, July 8, 2024 | 12 p.m. | 2 Hours | Register Here |
| Broker Connection Compare and Enroll Online Enrollment | Tuesday, July 9, 2024 | 10 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County - Superior Choice IPA | Tuesday, July 9, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Kris Corso! | Wednesday, July 10, 2024 | 10 a.m. | 1 Hour | Register Here |
| Join Us In-Person Product Review at Long Beach Memorial | Wednesday, July 10, 2024 | 10 a.m. | 2 Hours | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's | Wednesday, July 10, 2024 | 2 p.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - Los Angeles | Thursday, July 11, 2024 | 9 a.m. | 1 Hour | Register Here |
| Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's | Thursday, July 11, 2024 | 9 a.m. | 1 Hour | Register Here |
| Get 'CERTIFIED' for 2025 for MAPD, DSNP and PDP! | Thursday, July 11, 2024 | 11 a.m. | 1 Hour | Register Here |
| Product Training - San Diego County | Thursday, July 11, 2024 | 11 a.m. | 1 Hour | Register Here |
| Snacks and Supplies: Fullerton | Friday, July 12, 2024 | 10 a.m. | 2 Hours | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - San Diego | Monday, July 15, 2024 | 9 a.m. | 1 Hour | Register Here |
| Medicare Supplement Updates - Northern California | Monday, July 15, 2024 | 11 a.m. | 1 Hour | Register Here |
| Navigate Broker Connection and Provider Networks - Northern California | Monday, July 15, 2024 | 1 p.m. | 1 Hour | Register Here |
| New Agent Training - Northern California | Monday, July 15, 2024 | 3 p.m. | 1 Hour | Register Here |
| Join Us In-person for a Coffee and Chat with Eva Mendez! | Tuesday, July 16, 2024 | 11 a.m. | 2 Hours | Register Here |
| Get 'CERTIFIED' for 2025 for MAPD, DSNP and PDP! | Tuesday, July 16, 2024 | 3 p.m. | 1 Hour | Register Here |
| Join Us in-Person Product Review at Superior Choince IPA - Lunch Provided | Wednesday, July 17, 2024 | 11 a.m. | 2 Hours | Register Here |
| How to Market Medicare (and Yourself!) Digitally/Social Media | Wednesday, July 17, 2024 | 2 p.m. | 1 Hour | Register Here |
| Join US In-Person for Coffee and Chat with Eileen Roark! | Wednesday, July 17, 2024 | 3:30 p.m. | 1 Hour | Register Here |
| New Agent Training - Southern California | Thursday, July 18, 2024 | 9 a.m. | 1 Hour | Register Here |
| Product Training - Los Angeles County | Thursday, July 18, 2024 | 10 a.m. | 1 Hour | Register Here |
| Snacks and Supplies: Fountain Valley | Friday, July 19, 2024 | 10 a.m. | 2 Hours | Register Here |
| Get 'CERTIFIED' for 2025 for MAPD, DSNP and PDP! | Monday, July 22, 2024 | 9 a.m. | 1 Hour | Register Here |
| 2024 Medicare Product Review - Northern California | Monday, July 22, 2024 | 11 a.m. | 1 Hour | Register Here |
| Broker Connection Compare and Enroll Online Enrollment | Monday, July 22, 2024 | 2 p.m. | 1 Hour | Register Here |
| Get to Know Our Network - Los Angeles County - Emanate Health | Tuesday, July 23, 2024 | 9 a.m. | 1 Hour | Register Here |
| Join Us In-person Training with Mary You Chang! | Tuesday, July 23, 2024 | 10 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - San Diego | Wednesday, July 24, 2024 | 9 a.m. | 1 Hour | Register Here |
| Get to Know Our Network - Orange County | Wednesday, July 24, 2024 | 2 p.m. | 1 Hour | Register Here |
| Get 'CERTIFIED' for 2025 for MAPD, DSNP and PDP! | Thursday, July 25, 2024 | 9 a.m. | 1 Hour | Register Here |
| Snacks and Supplies: Mission Viejo | Thursday, July 25, 2024 | 10 a.m. | 2 Hours | Register Here |
| Get 'CERTIFIED' for 2025 for MAPD, DSNP and PDP! | Tuesday, July 30, 2024 | 9 a.m. | 1 Hour | Register Here |
| Best plan for your Medi-Cal / Medicare, LIS clients, plus HRA Incentive! - Los Angeles | Tuesday, July 30, 2024 | 2 p.m. | 1 Hour | Register Here |
| Product Training - Orange County | Wednesday, July 31, 2024 | 2 p.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 03/28/2024
MULTI-PLAN_23_521A_C 08082023
