WellnessPresentation(Virtual) PlanAdministratorMeeting(Virtual)Lunch withPlanAdministratorAdvisermeetingwith SC(In person)  PlanMembermeeting(In person) PlanAdministratormeeting(In Person) Proactive Callwith PA aboutNewPlan AdminResource SiteProactive Callwith PA aboutNewPlan AdminResource Site WellnessPresentation(In Person) Lunch withAdviserand SalesConsultantAdvisermeeting(Virtual) WellnessPresentation(Virtual)PlanMemberMeeting(Virtual or InPerson)ProactiveCheck in callwith PlanAdministratorProactivecall with PAaboutSelfEnrollment PlanMemberMeeting(Virtual) WellnessPresentation(Virtual) PlanAdministratorMeeting(Virtual)Lunch withPlanAdministratorAdvisermeetingwith SC(In person)  PlanMembermeeting(In person) PlanAdministratormeeting(In Person) Proactive Callwith PA aboutNewPlan AdminResource SiteProactive Callwith PA aboutNewPlan AdminResource Site WellnessPresentation(In Person) Lunch withAdviserand SalesConsultantAdvisermeeting(Virtual) WellnessPresentation(Virtual)PlanMemberMeeting(Virtual or InPerson)ProactiveCheck in callwith PlanAdministratorProactivecall with PAaboutSelfEnrollment PlanMemberMeeting(Virtual) 

CRS RETENTION BINGO! - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Wellness Presentation (Virtual)
  2. Plan Administrator Meeting (Virtual)
  3. Lunch with Plan Administrator
  4. Adviser meeting with SC (In person)
  5. Plan Member meeting (In person)
  6. Plan Administrator meeting (In Person)
  7. Proactive Call with PA about New Plan Admin Resource Site
  8. Proactive Call with PA about New Plan Admin Resource Site
  9. Wellness Presentation (In Person)
  10. Lunch with Adviser and Sales Consultant
  11. Adviser meeting (Virtual)
  12. Wellness Presentation (Virtual)
  13. Plan Member Meeting (Virtual or In Person)
  14. Proactive Check in call with Plan Administrator
  15. Proactive call with PA about Self Enrollment
  16. Plan Member Meeting (Virtual)