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