Hassubmitted aliveenrollmenteventLearnedsomethingnew about alife productCandemonstratehow to findrates in CMECandemonstratehow to add anaccount teamto anopportunityHaveattended aCore MarketTeam (CMT)meetingCompletedallhomeworkto dateCanaccessPTLmainframeCan name the3 rolesrequired for anenrollmentpartner contactSet upOutlookemailsignatureObserved/jobshadowedwith someoneother than mymentor(s)SaveduKnowlinks infavoritesCanaccessEDSKnows whatCAV standsfor (and whatproducts arewithin)Made aM2O flyerbased on aninforce caseCompletedat least 1 fullseries inuLearncurriculumLearnedsomethingnew about adisabilityproductKnowswhat aPCEScode isCreated aQuip orOneNote fortrainingnotesPulled aSalesforcereportSubmittedaccessticket forTableauHas had1x1 withoffice MDHasseenFLIMPPulleda SlicereportCan locatethecompliancedecision treeHassubmitted aliveenrollmenteventLearnedsomethingnew about alife productCandemonstratehow to findrates in CMECandemonstratehow to add anaccount teamto anopportunityHaveattended aCore MarketTeam (CMT)meetingCompletedallhomeworkto dateCanaccessPTLmainframeCan name the3 rolesrequired for anenrollmentpartner contactSet upOutlookemailsignatureObserved/jobshadowedwith someoneother than mymentor(s)SaveduKnowlinks infavoritesCanaccessEDSKnows whatCAV standsfor (and whatproducts arewithin)Made aM2O flyerbased on aninforce caseCompletedat least 1 fullseries inuLearncurriculumLearnedsomethingnew about adisabilityproductKnowswhat aPCEScode isCreated aQuip orOneNote fortrainingnotesPulled aSalesforcereportSubmittedaccessticket forTableauHas had1x1 withoffice MDHasseenFLIMPPulleda SlicereportCan locatethecompliancedecision tree

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