ProactiveCheck in callwith PlanAdministratorAdvisermeeting(Virtual) PlanMemberMeeting(Virtual) PlanMemberMeeting(Virtual or InPerson)WellnessPresentation(In Person) PlanAdministratormeeting(In Person) Lunch withAdviserand SalesConsultantPlanAdministratorMeeting(Virtual)WellnessPresentation(Virtual) Advisermeetingwith SC(In person) Proactive Callwith PA aboutNewPlan AdminResource Site PlanMembermeeting(In person) Lunch withPlanAdministratorWellnessPresentation(Virtual)Proactivecall with PAaboutSelfEnrollment Proactive Callwith PA aboutNewPlan AdminResource Site ProactiveCheck in callwith PlanAdministratorAdvisermeeting(Virtual) PlanMemberMeeting(Virtual) PlanMemberMeeting(Virtual or InPerson)WellnessPresentation(In Person) PlanAdministratormeeting(In Person) Lunch withAdviserand SalesConsultantPlanAdministratorMeeting(Virtual)WellnessPresentation(Virtual) Advisermeetingwith SC(In person) Proactive Callwith PA aboutNewPlan AdminResource Site PlanMembermeeting(In person) Lunch withPlanAdministratorWellnessPresentation(Virtual)Proactivecall with PAaboutSelfEnrollment Proactive Callwith PA aboutNewPlan AdminResource Site 

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