PlanMemberMeeting(Virtual) Proactive Callwith PA aboutNewPlan AdminResource Site ProactiveCheck in callwith PlanAdministratorLunch withAdviserand SalesConsultantLunch withPlanAdministratorProactivecall with PAaboutSelfEnrollment PlanAdministratorMeeting(Virtual)WellnessPresentation(Virtual)Advisermeeting(Virtual)  PlanMembermeeting(In person) Advisermeetingwith SC(In person) WellnessPresentation(Virtual) Proactive Callwith PA aboutNewPlan AdminResource SitePlanMemberMeeting(Virtual or InPerson)WellnessPresentation(In Person) PlanAdministratormeeting(In Person) PlanMemberMeeting(Virtual) Proactive Callwith PA aboutNewPlan AdminResource Site ProactiveCheck in callwith PlanAdministratorLunch withAdviserand SalesConsultantLunch withPlanAdministratorProactivecall with PAaboutSelfEnrollment PlanAdministratorMeeting(Virtual)WellnessPresentation(Virtual)Advisermeeting(Virtual)  PlanMembermeeting(In person) Advisermeetingwith SC(In person) WellnessPresentation(Virtual) Proactive Callwith PA aboutNewPlan AdminResource SitePlanMemberMeeting(Virtual or InPerson)WellnessPresentation(In Person) PlanAdministratormeeting(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.


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