SaveduKnowlinks infavoritesCreated aQuip orOneNote fortrainingnotesCompletedallhomeworkto dateCompletedat least 1 fullseries inuLearncurriculumPulled aSalesforcereportKnows whatCAV standsfor (and whatproducts arewithin)Learnedsomethingnew about alife productLearnedsomethingnew about adisabilityproductKnowswhat aPCEScode isHas had1x1 withoffice MDSubmittedaccessticket forTableauMade aM2O flyerbased on aninforce caseHassubmitted aliveenrollmenteventCan locatethecompliancedecision treeCandemonstratehow to findrates in CMESet upOutlookemailsignatureCanaccessPTLmainframePulleda SlicereportCanaccessEDSCan name the3 rolesrequired for anenrollmentpartner contactObserved/jobshadowedwith someoneother than mymentor(s)HasseenFLIMPHaveattended aCore MarketTeam (CMT)meetingCandemonstratehow to add anaccount teamto anopportunitySaveduKnowlinks infavoritesCreated aQuip orOneNote fortrainingnotesCompletedallhomeworkto dateCompletedat least 1 fullseries inuLearncurriculumPulled aSalesforcereportKnows whatCAV standsfor (and whatproducts arewithin)Learnedsomethingnew about alife productLearnedsomethingnew about adisabilityproductKnowswhat aPCEScode isHas had1x1 withoffice MDSubmittedaccessticket forTableauMade aM2O flyerbased on aninforce caseHassubmitted aliveenrollmenteventCan locatethecompliancedecision treeCandemonstratehow to findrates in CMESet upOutlookemailsignatureCanaccessPTLmainframePulleda SlicereportCanaccessEDSCan name the3 rolesrequired for anenrollmentpartner contactObserved/jobshadowedwith someoneother than mymentor(s)HasseenFLIMPHaveattended aCore MarketTeam (CMT)meetingCandemonstratehow to add anaccount teamto anopportunity

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