Advisermeeting(Virtual) WellnessPresentation(Virtual) PlanMembermeeting(In person) PlanAdministratorMeeting(Virtual)Proactivecall with PAaboutSelfEnrollment WellnessPresentation(In Person) PlanMemberMeeting(Virtual or InPerson)Lunch withPlanAdministratorWellnessPresentation(Virtual) Advisermeetingwith SC(In person) Proactive Callwith PA aboutNewPlan AdminResource Site Lunch withAdviserand SalesConsultantPlanMemberMeeting(Virtual) Proactive Callwith PA aboutNewPlan AdminResource SiteProactiveCheck in callwith PlanAdministratorPlanAdministratormeeting(In Person) Advisermeeting(Virtual) WellnessPresentation(Virtual) PlanMembermeeting(In person) PlanAdministratorMeeting(Virtual)Proactivecall with PAaboutSelfEnrollment WellnessPresentation(In Person) PlanMemberMeeting(Virtual or InPerson)Lunch withPlanAdministratorWellnessPresentation(Virtual) Advisermeetingwith SC(In person) Proactive Callwith PA aboutNewPlan AdminResource Site Lunch withAdviserand SalesConsultantPlanMemberMeeting(Virtual) Proactive Callwith PA aboutNewPlan AdminResource SiteProactiveCheck in callwith PlanAdministratorPlanAdministratormeeting(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.


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