Broker training and resources
Broker guide
Medicare Broker Guide (PDF, 20.3 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 2026 annual updates to our Sr Markets AEP materials:
- CY2026 Tip Sheets
- Los Angeles tip sheets 2026 (PDF, 1 MB)
- Orange County tip sheets 2026 (PDF, 1 MB)
- San Diego County tip sheets 2026 (PDF, 720 KB)
- Pacific Coast Central tip sheets 2026 (PDF, 547 KB)
- Inland Empire tip sheets 2026 (PDF, 532 KB)
- NorCal County tip sheets 2026 (PDF, 778 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)
- Certification Site reference guide (PDF, 6 MB)
- Broker Connection quick reference guide (PDF, 18 MB)
- Shield on Demand quick start guide (PDF, 1 MB)
- HRA Broker Incentive flyer (PDF, 166 KB)
Videos
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 |
---|---|---|---|---|
2026 Product Training - Los Angeles County | Thursday, October 2, 2025 | 9 a.m. | 1 Hour | Register Here |
Kits and Coffee with Kim Shields - La Mesa- in person | Thursday, October 2, 2025 | 10 a.m. | 1 Hour | Register Here |
Snacks and Strategy Drop-in: Mission Viejo | Thursday, October 2, 2025 | 10 a.m. | 2 Hours | Register Here |
How to Market Medicare (and Yourself!) Digitally/Social Media - STATEWIDE | Thursday, October 2, 2025 | 2 p.m. | 1 Hour | Register Here |
2026 Product Training - Santa Barbara, SLO and Kern | Monday, October 6, 2025 | 9 a.m. | 1 Hour | Register Here |
2026 Product Training - Riverside /San Bernardino | Monday, October 6, 2025 | 10 a.m. | 1 Hour | Register Here |
Join us In-person for a Coffee and Chat with Kim Shields - Rancho Bernardo | Tuesday, October 7, 2025 | 11 a.m. | 1 Hour | Register Here |
2026 Product Training - San Diego | Tuesday, October 7, 2025 | 2 p.m. | 1 Hour | Register Here |
2026 Product Review Live - With Optum Monarch | Tuesday, October 7, 2025 | 2 p.m. | 1.5 Hours | Register Here |
Learn the value of EAE plans for duals | Wednesday, October 8, 2025 | 9 a.m. | 1 Hour | Register Here |
Join us In-person 2026 Product Review (MAPD, DSNP and Med Supp) | Wednesday, October 8, 2025 | 10 a.m. | 1 Hour | Register Here |
Join us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Kim Shields | Wednesday, October 8, 2025 | 2 p.m. | 1 Hour | Register Here |
2026 Product Training - Los Angeles | Thursday, October 9, 2025 | 9 a.m. | 1 Hour | Register Here |
Learn the value and importance EAE Dual Plans! - Los Angeles | Thursday, October 9, 2025 | 11 a.m. | 1 Hour | Register Here |
2026 Product Preview - Southern California | Thursday, October 9, 2025 | 1 p.m. | 1 Hour | Register Here |
2026 Product Training - San Diego | Friday, October 10, 2025 | 10 a.m. | 1 Hour | Register Here |
Join us In-person 2026 Product Review (MAPD and Medicare Supplement) with Michael Roberts | Friday, October 10, 2025 | 10 a.m. | 1.5 Hours | Register Here |
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - STATEWIDE | Monday, October 13, 2025 | 1 p.m. | 1 Hour | Register Here |
Broker Connection Compare and Enroll Online Enrollment - Orange County | Monday, October 13, 2025 | 2 p.m. | 1 Hour | Register Here |
2026 Product Training - Northern California | Monday, October 13, 2025 | 3 p.m. | 1 Hour | Register Here |
2026 Product Training and Closer Look in San Joaquin County-New Plan | Tuesday, October 14, 2025 | 9 a.m. | 1 Hour | Register Here |
2026 Product Training - Los Angeles County | Tuesday, October 14, 2025 | 9 a.m. | 1 Hour | Register Here |
2026 Product Review Live - With MemorialCare | Tuesday, October 14, 2025 | 10 a.m. | 1.5 Hours | Register Here |
Coffee and kits with Eva Mendez! | Wednesday, October 15, 2025 | 10 a.m. | 1 Hour | Register Here |
2026 Product Training and Closer Look in San Joaquin County-New Plan | Thursday, October 16, 2025 | 9 a.m. | 1 Hour | Register Here |
Snacks and Strategy Drop-in: Garden Grove | Friday, October 17, 2025 | 12 p.m. | 2 Hours | Register Here |
Coffee and kits with Eva Mendez! | Monday, October 20, 2025 | 10 a.m. | 1 Hour | Register Here |
2026 Medicare Supplements: Making the right plan decision, extra benefits and underwriting decisions | Thursday, October 23, 2025 | 9 a.m. | 1 Hour | Register Here |
Join us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! | Thursday, October 23, 2025 | 1 p.m. | 1 Hour | Register Here |
Snacks and Strategy Drop-in: Fullerton | Friday, October 24, 2025 | 10 a.m. | 2 Hours | Register Here |
Join us in-person 2026 Product Review with Eileen Roark | Monday, October 27, 2025 | 11 a.m. | 1 Hour | Register Here |
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's - STATEWIDE | Monday, October 27, 2025 | 1 p.m. | 1 Hour | Register Here |
New to Medicare? Learn steps on how to sell Medicare lines of business with BlueShield - Southern CA | Monday, October 27, 2025 | 3 p.m. | 1 Hour | Register Here |
Get to Know Our Network - Los Angeles County | Tuesday, October 28, 2025 | 9 a.m. | 1 Hour | Register Here |
Join us in-person 2026 Product Review -NEW PLAN! | Wednesday, October 29, 2025 | 11:30 a.m. | 1.5 Hours | Register Here |
New Agent to Medicare? Learn to sell all lines of Medicare business with Blue Shield - Northern CA | Thursday, October 30, 2025 | 3 p.m. | 1 Hour | Register Here |
Snacks and Strategy Drop-in: Santa Ana | Friday, October 31, 2025 | 10 a.m. | 2 Hours | Register Here |
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Page last updated 10/1/2025
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