PlanMemberMeeting(Virtual or InPerson)WellnessPresentation(In Person) Proactive Callwith PA aboutNewPlan AdminResource Site PlanMemberMeeting(Virtual) PlanAdministratorMeeting(Virtual)PlanAdministratormeeting(In Person) ProactiveCheck in callwith PlanAdministratorAdvisermeetingwith SC(In person) Advisermeeting(Virtual) Proactivecall with PAaboutSelfEnrollment Lunch withPlanAdministratorWellnessPresentation(Virtual)Lunch withAdviserand SalesConsultant PlanMembermeeting(In person) Proactive Callwith PA aboutNewPlan AdminResource SiteWellnessPresentation(Virtual) PlanMemberMeeting(Virtual or InPerson)WellnessPresentation(In Person) Proactive Callwith PA aboutNewPlan AdminResource Site PlanMemberMeeting(Virtual) PlanAdministratorMeeting(Virtual)PlanAdministratormeeting(In Person) ProactiveCheck in callwith PlanAdministratorAdvisermeetingwith SC(In person) Advisermeeting(Virtual) Proactivecall with PAaboutSelfEnrollment Lunch withPlanAdministratorWellnessPresentation(Virtual)Lunch withAdviserand SalesConsultant PlanMembermeeting(In person) Proactive Callwith PA aboutNewPlan AdminResource SiteWellnessPresentation(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. Plan Member Meeting (Virtual or In Person)
  2. Wellness Presentation (In Person)
  3. Proactive Call with PA about New Plan Admin Resource Site
  4. Plan Member Meeting (Virtual)
  5. Plan Administrator Meeting (Virtual)
  6. Plan Administrator meeting (In Person)
  7. Proactive Check in call with Plan Administrator
  8. Adviser meeting with SC (In person)
  9. Adviser meeting (Virtual)
  10. Proactive call with PA about Self Enrollment
  11. Lunch with Plan Administrator
  12. Wellness Presentation (Virtual)
  13. Lunch with Adviser and Sales Consultant
  14. Plan Member meeting (In person)
  15. Proactive Call with PA about New Plan Admin Resource Site
  16. Wellness Presentation (Virtual)