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