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:

 

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 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

 

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 10/1/2025

Y0118_25_359A_C 07182025 
H2819_25_359A_C 07182025  

© California Physicians' Service DBA Blue Shield of California 1999-2025. All rights reserved. California Physicians’ Service DBA Blue Shield of California is an independent member of the Blue Shield Association. Health insurance products are offered by Blue Shield of California Life & Health Insurance Company. Health plans are offered by Blue Shield of California.

TRUSTe