Can name the3 rolesrequired for anenrollmentpartner contactPulled aSalesforcereportCompletedallhomeworkto dateKnowswhat aPCEScode isCreated aQuip orOneNote fortrainingnotesCan locatethecompliancedecision treeHasseenFLIMPCompletedat least 1 fullseries inuLearncurriculumSubmittedaccessticket forTableauCandemonstratehow to add anaccount teamto anopportunityLearnedsomethingnew about adisabilityproductKnows whatCAV standsfor (and whatproducts arewithin)Observed/jobshadowedwith someoneother than mymentor(s)Set upOutlookemailsignatureHaveattended aCore MarketTeam (CMT)meetingPulleda SlicereportCandemonstratehow to findrates in CMECanaccessEDSHassubmitted aliveenrollmenteventCanaccessPTLmainframeHas had1x1 withoffice MDSaveduKnowlinks infavoritesMade aM2O flyerbased on aninforce caseLearnedsomethingnew about alife productCan name the3 rolesrequired for anenrollmentpartner contactPulled aSalesforcereportCompletedallhomeworkto dateKnowswhat aPCEScode isCreated aQuip orOneNote fortrainingnotesCan locatethecompliancedecision treeHasseenFLIMPCompletedat least 1 fullseries inuLearncurriculumSubmittedaccessticket forTableauCandemonstratehow to add anaccount teamto anopportunityLearnedsomethingnew about adisabilityproductKnows whatCAV standsfor (and whatproducts arewithin)Observed/jobshadowedwith someoneother than mymentor(s)Set upOutlookemailsignatureHaveattended aCore MarketTeam (CMT)meetingPulleda SlicereportCandemonstratehow to findrates in CMECanaccessEDSHassubmitted aliveenrollmenteventCanaccessPTLmainframeHas had1x1 withoffice MDSaveduKnowlinks infavoritesMade aM2O flyerbased on aninforce caseLearnedsomethingnew about alife product

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.


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