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