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