Knowswhat aPCEScode isHaveattended aCore MarketTeam (CMT)meetingPulleda SlicereportSet upOutlookemailsignatureCompletedat least 1 fullseries inuLearncurriculumHasseenFLIMPHassubmitted aliveenrollmenteventKnows whatCAV standsfor (and whatproducts arewithin)Made aM2O flyerbased on aninforce caseObserved/jobshadowedwith someoneother than mymentor(s)Pulled aSalesforcereportLearnedsomethingnew about alife productCan locatethecompliancedecision treeCan name the3 rolesrequired for anenrollmentpartner contactCandemonstratehow to add anaccount teamto anopportunityCandemonstratehow to findrates in CMESaveduKnowlinks infavoritesSubmittedaccessticket forTableauLearnedsomethingnew about adisabilityproductCanaccessPTLmainframeCompletedallhomeworkto dateCreated aQuip orOneNote fortrainingnotesHas had1x1 withoffice MDCanaccessEDSKnowswhat aPCEScode isHaveattended aCore MarketTeam (CMT)meetingPulleda SlicereportSet upOutlookemailsignatureCompletedat least 1 fullseries inuLearncurriculumHasseenFLIMPHassubmitted aliveenrollmenteventKnows whatCAV standsfor (and whatproducts arewithin)Made aM2O flyerbased on aninforce caseObserved/jobshadowedwith someoneother than mymentor(s)Pulled aSalesforcereportLearnedsomethingnew about alife productCan locatethecompliancedecision treeCan name the3 rolesrequired for anenrollmentpartner contactCandemonstratehow to add anaccount teamto anopportunityCandemonstratehow to findrates in CMESaveduKnowlinks infavoritesSubmittedaccessticket forTableauLearnedsomethingnew about adisabilityproductCanaccessPTLmainframeCompletedallhomeworkto dateCreated aQuip orOneNote fortrainingnotesHas had1x1 withoffice MDCanaccessEDS

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