BINGO - TA

BINGO - TA Bingo Card
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This bingo card has a free space and 24 words: Processed 3 checks today, Sent 4 CL today, Reviewed 1 annual statement, Sent 3 GN Today, Received 10 pieces of mail, Received Ok from JB/Aaron to send Grantor report, Received 2 premium due notices, Sent 1 Premium Due Request, Received 1 past due notice, Contacted JB/Aaron about a past due premium, Received 2 CL Today, Had 1 client call/meeting today, Sent a question to Jeff, Sent 1 2nd GN, Asked JB/Aaron to verify policy details, Received question from Trustee/client, Requested Pre-Acceptance review from JB/Aaron, Had 1 non work related conversation with a co-worker, Asked JB/Aaron to confirm premium amount, Received response from Jeff, Visited JB/Aaron, Responded to a Trustee/clients question, Attended a meeting other than with a client and Contacted Remeidation regarding question from Trustee/Client.

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BINGO - Remediation Associate | BINGO - Remediation | BINGO - Associate TA | BINGO - Deb/Jason | BINGO - Admin Asst

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