Lunch withAdviserand SalesConsultantProactive Callwith PA aboutNewPlan AdminResource Site WellnessPresentation(In Person) PlanAdministratormeeting(In Person) PlanAdministratorMeeting(Virtual) PlanMembermeeting(In person) Proactivecall with PAaboutSelfEnrollment Advisermeeting(Virtual) ProactiveCheck in callwith PlanAdministratorWellnessPresentation(Virtual)Proactive Callwith PA aboutNewPlan AdminResource SiteWellnessPresentation(Virtual) Advisermeetingwith SC(In person) PlanMemberMeeting(Virtual) Lunch withPlanAdministratorPlanMemberMeeting(Virtual or InPerson)Lunch withAdviserand SalesConsultantProactive Callwith PA aboutNewPlan AdminResource Site WellnessPresentation(In Person) PlanAdministratormeeting(In Person) PlanAdministratorMeeting(Virtual) PlanMembermeeting(In person) Proactivecall with PAaboutSelfEnrollment Advisermeeting(Virtual) ProactiveCheck in callwith PlanAdministratorWellnessPresentation(Virtual)Proactive Callwith PA aboutNewPlan AdminResource SiteWellnessPresentation(Virtual) Advisermeetingwith SC(In person) PlanMemberMeeting(Virtual) Lunch withPlanAdministratorPlanMemberMeeting(Virtual or InPerson)

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