PlanAdministratormeeting(In Person) PlanMemberMeeting(Virtual)  PlanMembermeeting(In person) PlanAdministratorMeeting(Virtual)Lunch withAdviserand SalesConsultantWellnessPresentation(In Person) PlanMemberMeeting(Virtual or InPerson)Advisermeetingwith SC(In person) Lunch withPlanAdministratorProactive Callwith PA aboutNewPlan AdminResource SiteProactivecall with PAaboutSelfEnrollment ProactiveCheck in callwith PlanAdministratorWellnessPresentation(Virtual)Advisermeeting(Virtual) WellnessPresentation(Virtual) Proactive Callwith PA aboutNewPlan AdminResource Site PlanAdministratormeeting(In Person) PlanMemberMeeting(Virtual)  PlanMembermeeting(In person) PlanAdministratorMeeting(Virtual)Lunch withAdviserand SalesConsultantWellnessPresentation(In Person) PlanMemberMeeting(Virtual or InPerson)Advisermeetingwith SC(In person) Lunch withPlanAdministratorProactive Callwith PA aboutNewPlan AdminResource SiteProactivecall with PAaboutSelfEnrollment ProactiveCheck in callwith PlanAdministratorWellnessPresentation(Virtual)Advisermeeting(Virtual) WellnessPresentation(Virtual) 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.


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