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

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