Knowswhat aPCEScode isCreated aQuip orOneNote fortrainingnotesCompletedallhomeworkto dateCanaccessPTLmainframePulled aSalesforcereportKnows whatCAV standsfor (and whatproducts arewithin)Made aM2O flyerbased on aninforce caseCandemonstratehow to add anaccount teamto anopportunityCandemonstratehow to findrates in CMELearnedsomethingnew about alife productSet upOutlookemailsignatureHas had1x1 withoffice MDCan name the3 rolesrequired for anenrollmentpartner contactCan locatethecompliancedecision treeSubmittedaccessticket forTableauCompletedat least 1 fullseries inuLearncurriculumSaveduKnowlinks infavoritesPulleda SlicereportHasseenFLIMPObserved/jobshadowedwith someoneother than mymentor(s)Hassubmitted aliveenrollmenteventLearnedsomethingnew about adisabilityproductHaveattended aCore MarketTeam (CMT)meetingCanaccessEDSKnowswhat aPCEScode isCreated aQuip orOneNote fortrainingnotesCompletedallhomeworkto dateCanaccessPTLmainframePulled aSalesforcereportKnows whatCAV standsfor (and whatproducts arewithin)Made aM2O flyerbased on aninforce caseCandemonstratehow to add anaccount teamto anopportunityCandemonstratehow to findrates in CMELearnedsomethingnew about alife productSet upOutlookemailsignatureHas had1x1 withoffice MDCan name the3 rolesrequired for anenrollmentpartner contactCan locatethecompliancedecision treeSubmittedaccessticket forTableauCompletedat least 1 fullseries inuLearncurriculumSaveduKnowlinks infavoritesPulleda SlicereportHasseenFLIMPObserved/jobshadowedwith someoneother than mymentor(s)Hassubmitted aliveenrollmenteventLearnedsomethingnew about adisabilityproductHaveattended aCore MarketTeam (CMT)meetingCanaccessEDS

CDS Cohort 3 Training - 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. Knows what a PCES code is
  2. Created a Quip or OneNote for training notes
  3. Completed all homework to date
  4. Can access PTL mainframe
  5. Pulled a Salesforce report
  6. Knows what CAV stands for (and what products are within)
  7. Made a M2O flyer based on an inforce case
  8. Can demonstrate how to add an account team to an opportunity
  9. Can demonstrate how to find rates in CME
  10. Learned something new about a life product
  11. Set up Outlook email signature
  12. Has had 1x1 with office MD
  13. Can name the 3 roles required for an enrollment partner contact
  14. Can locate the compliance decision tree
  15. Submitted access ticket for Tableau
  16. Completed at least 1 full series in uLearn curriculum
  17. Saved uKnow links in favorites
  18. Pulled a Slice report
  19. Has seen FLIMP
  20. Observed/job shadowed with someone other than my mentor(s)
  21. Has submitted a live enrollment event
  22. Learned something new about a disability product
  23. Have attended a Core Market Team (CMT) meeting
  24. Can access EDS