(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.
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First thing they say is “I need to speak to a supervisor”
Getting you confused with another person on the Team
I need to schedule a call for someone to call me
Client explains the rollover/ process to you.
Mixing up the portals
Asking directly for someone else
Messing up Jairos name
I have an IRS notice
Want to talk to an Admin
Why do you need the census info
When does my plan year end?
Putting us on hold
Missed scheduled call
They want to reinstate
Bribing/Negotiating to get a filing
Where is my 1099R?
I sent in my Docs, when will my filing be done
What PYE Docs am I still missing
Whats my PIN
Can I mail in the 5500?
I need to speak to Oc
Want to talk to the CEO
Where is my full report
Testing failure call
What is a browser?
Can you authorize my CPA?
Asking us to file their corporate taxes
Talking to a terminated client that does not know they are termed
I already turned in all of my information
What is my PYE
I have called, emailed and left messages, why isn’t anyone picking up or calling me back