Knows whatCAV standsfor (and whatproducts arewithin)SaveduKnowlinks infavoritesPulled aSalesforcereportPulleda SlicereportCan locatethecompliancedecision treeCompletedat least 1 fullseries inuLearncurriculumMade aM2O flyerbased on aninforce caseObserved/jobshadowedwith someoneother than mymentor(s)Submittedaccessticket forTableauHaveattended aCore MarketTeam (CMT)meetingHas had1x1 withoffice MDCan name the3 rolesrequired for anenrollmentpartner contactCreated aQuip orOneNote fortrainingnotesLearnedsomethingnew about alife productHasseenFLIMPCandemonstratehow to add anaccount teamto anopportunityCanaccessEDSHassubmitted aliveenrollmenteventKnowswhat aPCEScode isLearnedsomethingnew about adisabilityproductSet upOutlookemailsignatureCandemonstratehow to findrates in CMECompletedallhomeworkto dateCanaccessPTLmainframeKnows whatCAV standsfor (and whatproducts arewithin)SaveduKnowlinks infavoritesPulled aSalesforcereportPulleda SlicereportCan locatethecompliancedecision treeCompletedat least 1 fullseries inuLearncurriculumMade aM2O flyerbased on aninforce caseObserved/jobshadowedwith someoneother than mymentor(s)Submittedaccessticket forTableauHaveattended aCore MarketTeam (CMT)meetingHas had1x1 withoffice MDCan name the3 rolesrequired for anenrollmentpartner contactCreated aQuip orOneNote fortrainingnotesLearnedsomethingnew about alife productHasseenFLIMPCandemonstratehow to add anaccount teamto anopportunityCanaccessEDSHassubmitted aliveenrollmenteventKnowswhat aPCEScode isLearnedsomethingnew about adisabilityproductSet upOutlookemailsignatureCandemonstratehow to findrates in CMECompletedallhomeworkto dateCanaccessPTLmainframe

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