Candemonstratehow to findrates in CMESubmittedaccessticket forTableauHas had1x1 withoffice MDLearnedsomethingnew about adisabilityproductCan name the3 rolesrequired for anenrollmentpartner contactPulleda SlicereportCompletedat least 1 fullseries inuLearncurriculumMade aM2O flyerbased on aninforce caseCanaccessEDSObserved/jobshadowedwith someoneother than mymentor(s)Created aQuip orOneNote fortrainingnotesCanaccessPTLmainframeCan locatethecompliancedecision treePulled aSalesforcereportCompletedallhomeworkto dateCandemonstratehow to add anaccount teamto anopportunityKnowswhat aPCEScode isLearnedsomethingnew about alife productHassubmitted aliveenrollmenteventHaveattended aCore MarketTeam (CMT)meetingHasseenFLIMPSaveduKnowlinks infavoritesSet upOutlookemailsignatureKnows whatCAV standsfor (and whatproducts arewithin)Candemonstratehow to findrates in CMESubmittedaccessticket forTableauHas had1x1 withoffice MDLearnedsomethingnew about adisabilityproductCan name the3 rolesrequired for anenrollmentpartner contactPulleda SlicereportCompletedat least 1 fullseries inuLearncurriculumMade aM2O flyerbased on aninforce caseCanaccessEDSObserved/jobshadowedwith someoneother than mymentor(s)Created aQuip orOneNote fortrainingnotesCanaccessPTLmainframeCan locatethecompliancedecision treePulled aSalesforcereportCompletedallhomeworkto dateCandemonstratehow to add anaccount teamto anopportunityKnowswhat aPCEScode isLearnedsomethingnew about alife productHassubmitted aliveenrollmenteventHaveattended aCore MarketTeam (CMT)meetingHasseenFLIMPSaveduKnowlinks infavoritesSet upOutlookemailsignatureKnows whatCAV standsfor (and whatproducts arewithin)

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