Candemonstratehow to add anaccount teamto anopportunityCreated aQuip orOneNote fortrainingnotesMade aM2O flyerbased on aninforce caseCanaccessEDSPulleda SlicereportCompletedallhomeworkto dateCompletedat least 1 fullseries inuLearncurriculumSubmittedaccessticket forTableauHaveattended aCore MarketTeam (CMT)meetingObserved/jobshadowedwith someoneother than mymentor(s)Knows whatCAV standsfor (and whatproducts arewithin)SaveduKnowlinks infavoritesHassubmitted aliveenrollmenteventHas had1x1 withoffice MDHasseenFLIMPCandemonstratehow to findrates in CMECan locatethecompliancedecision treeLearnedsomethingnew about adisabilityproductKnowswhat aPCEScode isPulled aSalesforcereportSet upOutlookemailsignatureLearnedsomethingnew about alife productCan name the3 rolesrequired for anenrollmentpartner contactCanaccessPTLmainframeCandemonstratehow to add anaccount teamto anopportunityCreated aQuip orOneNote fortrainingnotesMade aM2O flyerbased on aninforce caseCanaccessEDSPulleda SlicereportCompletedallhomeworkto dateCompletedat least 1 fullseries inuLearncurriculumSubmittedaccessticket forTableauHaveattended aCore MarketTeam (CMT)meetingObserved/jobshadowedwith someoneother than mymentor(s)Knows whatCAV standsfor (and whatproducts arewithin)SaveduKnowlinks infavoritesHassubmitted aliveenrollmenteventHas had1x1 withoffice MDHasseenFLIMPCandemonstratehow to findrates in CMECan locatethecompliancedecision treeLearnedsomethingnew about adisabilityproductKnowswhat aPCEScode isPulled aSalesforcereportSet upOutlookemailsignatureLearnedsomethingnew about alife productCan name the3 rolesrequired for anenrollmentpartner contactCanaccessPTLmainframe

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