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