Observed/jobshadowedwith someoneother than mymentor(s)Pulleda SlicereportCompletedallhomeworkto dateCompletedat least 1 fullseries inuLearncurriculumHassubmitted aliveenrollmenteventKnowswhat aPCEScode isHasseenFLIMPCandemonstratehow to findrates in CMECanaccessPTLmainframeHas had1x1 withoffice MDMade aM2O flyerbased on aninforce caseSet upOutlookemailsignatureCan name the3 rolesrequired for anenrollmentpartner contactCandemonstratehow to add anaccount teamto anopportunityLearnedsomethingnew about adisabilityproductPulled aSalesforcereportSubmittedaccessticket forTableauSaveduKnowlinks infavoritesCan locatethecompliancedecision treeKnows whatCAV standsfor (and whatproducts arewithin)Created aQuip orOneNote fortrainingnotesLearnedsomethingnew about alife productCanaccessEDSHaveattended aCore MarketTeam (CMT)meetingObserved/jobshadowedwith someoneother than mymentor(s)Pulleda SlicereportCompletedallhomeworkto dateCompletedat least 1 fullseries inuLearncurriculumHassubmitted aliveenrollmenteventKnowswhat aPCEScode isHasseenFLIMPCandemonstratehow to findrates in CMECanaccessPTLmainframeHas had1x1 withoffice MDMade aM2O flyerbased on aninforce caseSet upOutlookemailsignatureCan name the3 rolesrequired for anenrollmentpartner contactCandemonstratehow to add anaccount teamto anopportunityLearnedsomethingnew about adisabilityproductPulled aSalesforcereportSubmittedaccessticket forTableauSaveduKnowlinks infavoritesCan locatethecompliancedecision treeKnows whatCAV standsfor (and whatproducts arewithin)Created aQuip orOneNote fortrainingnotesLearnedsomethingnew about alife productCanaccessEDSHaveattended aCore MarketTeam (CMT)meeting

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