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