Partner Support

Partner Support Bingo Card

This bingo card has a free space and 29 words: Reached a client on the first call attempt, Received an IM from a CRS, Sent a SENDWORD, Resolved a Cost Basis request, Maintained W/I under 15% for the day, Received 5 calls from another region, Assisted a teammate with a complex case, Went to lunch on time, Took over 20 calls for the day, Received a call back from a client, Closed a new case within 24hrs, Connect letter approved on first attempt, Closed 10 cases for the day, Contacted the Estates team, Received an IM from an FC, Received a SENDWORD, Laughed on a call, No cases over 5 days old in queue, Closed 3 cases before lunch, Operations expedited a case for you, Received 2 calls from the same FC, Completed a CustID merge, Less than 10 cases in queue, Created a VOD, Gave a teammate kudos, Reached out to a manager to expedite a case, Received a class action case, Completed a bene designation letter and Close a case before your first break.

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