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