Made aM2O flyerbased on aninforce caseCan name the3 rolesrequired for anenrollmentpartner contactSet upOutlookemailsignatureSubmittedaccessticket forTableauCreated aQuip orOneNote fortrainingnotesLearnedsomethingnew about adisabilityproductHassubmitted aliveenrollmenteventHas had1x1 withoffice MDCompletedat least 1 fullseries inuLearncurriculumHaveattended aCore MarketTeam (CMT)meetingCandemonstratehow to findrates in CMECan locatethecompliancedecision treeKnowswhat aPCEScode isHasseenFLIMPSaveduKnowlinks infavoritesCanaccessPTLmainframeCompletedallhomeworkto dateObserved/jobshadowedwith someoneother than mymentor(s)Pulleda SlicereportLearnedsomethingnew about alife productCandemonstratehow to add anaccount teamto anopportunityPulled aSalesforcereportKnows whatCAV standsfor (and whatproducts arewithin)CanaccessEDSMade aM2O flyerbased on aninforce caseCan name the3 rolesrequired for anenrollmentpartner contactSet upOutlookemailsignatureSubmittedaccessticket forTableauCreated aQuip orOneNote fortrainingnotesLearnedsomethingnew about adisabilityproductHassubmitted aliveenrollmenteventHas had1x1 withoffice MDCompletedat least 1 fullseries inuLearncurriculumHaveattended aCore MarketTeam (CMT)meetingCandemonstratehow to findrates in CMECan locatethecompliancedecision treeKnowswhat aPCEScode isHasseenFLIMPSaveduKnowlinks infavoritesCanaccessPTLmainframeCompletedallhomeworkto dateObserved/jobshadowedwith someoneother than mymentor(s)Pulleda SlicereportLearnedsomethingnew about alife productCandemonstratehow to add anaccount teamto anopportunityPulled aSalesforcereportKnows whatCAV standsfor (and whatproducts arewithin)CanaccessEDS

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