Candemonstratehow to add anaccount teamto anopportunitySet upOutlookemailsignatureSaveduKnowlinks infavoritesHaveattended aCore MarketTeam (CMT)meetingPulleda SlicereportSubmittedaccessticket forTableauKnowswhat aPCEScode isHas had1x1 withoffice MDCan locatethecompliancedecision treeCan name the3 rolesrequired for anenrollmentpartner contactPulled aSalesforcereportLearnedsomethingnew about alife productHasseenFLIMPCompletedallhomeworkto dateCanaccessPTLmainframeHassubmitted aliveenrollmenteventKnows whatCAV standsfor (and whatproducts arewithin)Candemonstratehow to findrates in CMECompletedat least 1 fullseries inuLearncurriculumObserved/jobshadowedwith someoneother than mymentor(s)Created aQuip orOneNote fortrainingnotesLearnedsomethingnew about adisabilityproductCanaccessEDSMade aM2O flyerbased on aninforce caseCandemonstratehow to add anaccount teamto anopportunitySet upOutlookemailsignatureSaveduKnowlinks infavoritesHaveattended aCore MarketTeam (CMT)meetingPulleda SlicereportSubmittedaccessticket forTableauKnowswhat aPCEScode isHas had1x1 withoffice MDCan locatethecompliancedecision treeCan name the3 rolesrequired for anenrollmentpartner contactPulled aSalesforcereportLearnedsomethingnew about alife productHasseenFLIMPCompletedallhomeworkto dateCanaccessPTLmainframeHassubmitted aliveenrollmenteventKnows whatCAV standsfor (and whatproducts arewithin)Candemonstratehow to findrates in CMECompletedat least 1 fullseries inuLearncurriculumObserved/jobshadowedwith someoneother than mymentor(s)Created aQuip orOneNote fortrainingnotesLearnedsomethingnew about adisabilityproductCanaccessEDSMade aM2O flyerbased on aninforce case

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