This bingo card has a free space and 24 words: Client has 10K in cash & asked about plans with it, Clients username is SSN, Enrolled client in MyVoice, Chat with HD in agent Bot, OTW and noted verification for HRT transaction, Proportional Trade, Discussed RMD PWS tag, Trying to reach a branch, EFT Distribution, Sent RMD and skipped PWS (and noted in salesforce), Use OTP, Caller is FTA/LTA/ POA, Phone call less than 3 minutes, Phone call longer than 30 minutes, Call SSG, Client asks you to speak with spouse, 1st time RMD tag, Trade 3+ mutual funds, Used Agent Bot on a call, 401(k) call, Client calling to activate a rollover, SPS questions, Password Reset and Client has over 500K.
Going the Extra Mile | Vet Receptionist Bingo | Four Boxes Fact Finding (Active Listening) | IS Basics Bingo | TL BINGO
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