This bingo card has a free space and 24 words: Participated in a client call, Visited JB/Aaron, Had a non work related conversation with a co-worker, Resolve a variance, Mailed 10 Grantor Reports, Requested Death claim form, Sent D Rated policy to JB/Aaron, Reviewed 1 annual Statement, Received 5 pieces of mail, Made grantor beneficiary corrections in IQ, Attended a meeting other than with a client, Said Hi to Jon Wessels and asked about the weather, Sent question to IQ, Asked Team leader a question, Asked Team if they needed help, Received Ok from JB/Aaron to send Grantor Report, Resolved 5 Variances, Mailed a A rated Grantor Report, Mailed a B rated Grantor Report, Mailed a C rated Grantor Report, Called a Carrier, Uploaded new client documents, Sent F rated Policy to JB/Aaron and Mailed 5 Grantor reports.
BINGO - TA | BINGO - Remediation | BINGO - Remediation Associate | BINGO - Deb/Jason | BINGO - Admin Asst
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