Can locatethecompliancedecision treeCompletedallhomeworkto dateSaveduKnowlinks infavoritesCreated aQuip orOneNote fortrainingnotesSubmittedaccessticket forTableauCanaccessEDSHasseenFLIMPPulled aSalesforcereportObserved/jobshadowedwith someoneother than mymentor(s)Set upOutlookemailsignatureCan name the3 rolesrequired for anenrollmentpartner contactPulleda SlicereportCandemonstratehow to findrates in CMEKnows whatCAV standsfor (and whatproducts arewithin)Made aM2O flyerbased on aninforce caseCompletedat least 1 fullseries inuLearncurriculumCanaccessPTLmainframeLearnedsomethingnew about adisabilityproductCandemonstratehow to add anaccount teamto anopportunityHaveattended aCore MarketTeam (CMT)meetingHas had1x1 withoffice MDLearnedsomethingnew about alife productHassubmitted aliveenrollmenteventKnowswhat aPCEScode isCan locatethecompliancedecision treeCompletedallhomeworkto dateSaveduKnowlinks infavoritesCreated aQuip orOneNote fortrainingnotesSubmittedaccessticket forTableauCanaccessEDSHasseenFLIMPPulled aSalesforcereportObserved/jobshadowedwith someoneother than mymentor(s)Set upOutlookemailsignatureCan name the3 rolesrequired for anenrollmentpartner contactPulleda SlicereportCandemonstratehow to findrates in CMEKnows whatCAV standsfor (and whatproducts arewithin)Made aM2O flyerbased on aninforce caseCompletedat least 1 fullseries inuLearncurriculumCanaccessPTLmainframeLearnedsomethingnew about adisabilityproductCandemonstratehow to add anaccount teamto anopportunityHaveattended aCore MarketTeam (CMT)meetingHas had1x1 withoffice MDLearnedsomethingnew about alife productHassubmitted aliveenrollmenteventKnowswhat aPCEScode is

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