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

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